15 Mar 2023
Adapting and Thriving: United Elevér's Tailored Approach to Empower a Non-English Speaking Chinese Immigrant Family in Navigating Australian Markets and Global Uncertainties.
The Liu family, successful entrepreneurs from China, moved to Australia seeking to expand their business and safeguard their wealth amidst global economic uncertainties. Facing language barriers and unfamiliarity with the Australian market, they needed strategic guidance to establish their business and a robust asset allocation plan to navigate the economic volatility.
Our firm's unique position, having a deep understanding of both Asian and Australian markets and a commitment to transparent, personalized service, made us an ideal partner for the Liu family. Our bilingual team ensured clear communication, crucial for the family’s comfort and understanding.
Solution that we provide:
United Elevér devised a comprehensive plan to address the Liu family's needs:
Business Expansion Strategy: We provided market analysis and entry strategies for the Liu’s business, identifying potential partnerships and opportunities within Australia. Our team facilitated introductions to key local business contacts, helping the family navigate the new market environment.
Personalized Asset Allocation: Recognizing the family’s concerns about global economic instability, we developed a tailored asset allocation strategy. This involved diversifying their investment portfolio across various asset classes, including real estate, Australian equities, and fixed-income securities, to mitigate risk.
Language and Cultural Bridging: Our one-on-one service model, coupled with our team’s fluency in Mandarin, ensured the Lius fully understood every aspect of their business and investment strategies. We also provided insights into Australian business culture and practices, helping them integrate more smoothly into the local community.
Ongoing Support and Advisory: United Elevér offered continuous advisory support, monitoring the family’s investments and providing regular updates in Mandarin. This ongoing engagement ensured the Lius remained informed and confident in their financial decisions.
With United Elevér’s expertise and personalized approach, the Liu family successfully expanded their business in Australia and established a diversified investment portfolio. Our ability to bridge cultural and language barriers played a pivotal role in providing the Lius with a sense of security and confidence in their new environment. The family not only achieved their business and financial goals but also smoothly transitioned into the Australian community, overcoming challenges posed by language and cultural differences.