Shaojie Ma

Financial Adviser

Shao started a career with Barclay UK in 2010 as a personal bank and then moved to New Zealand with her family. Working at Westpac enables her to develop a solid foundation of financial knowledge and gained an in-depth understanding of banking products and services, and regulatory compliance. More importantly, she has a strong passion for helping people and the desire to make a positive impact on the world.

Professional experience

With 8 years of experiences in the finance industry, she has demonstrated her ability to analyse financial data, has good understanding of macroeconomics, develop investment strategies, and provide tailored financial advice to the clients. She is also a successful entrepreneur by running The Gibbston Lodge in Queenstown and Wanaka. Currently, she is working towards CFA designation.

Expertise & specialization

She is knowledgeable about various investment options, such as stock, bond, mutual fund, private equity, real estate. She likes helping clients create an investment strategy at different life stages based on their risk tolerance, financial goals, and time horizon. Assisting clients in planning for their retirement to achieve their goals and improve their financial well-being.

Types of clients served

Shao serves a wide range of clients from university students to retirees. She has worked with younger clients who are just starting their career and building wealth, to clients who have substantial assets and complex financial situations. Having a passion for helping people can be a fulfilling and rewarding experience.

Accomplishments, memberships, and community service

Obtaining a master’s degree in finance through conducting extensive research, and developed critical thinking and analytical skills.

Gibbston Lodge are being awarded as Excellent host on and Host of the year on Airbnb.

Plant trees and support green spaces by participating in tree-planting, creating green spaces in local community. Take part in beach and park clean-up events, these activities are significantly meaningful to help remove litter and prevent it from polluting ecosystems.

Published articles

At home

Shao incorporate fitness into her lifestyle, whether it’s going for a jog, attending fitness classes, jazz, or playing a sport, all fits her interests and abilities.

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Andrew Hamilton
Angela Matthews
Chantelle Schofield
Dylan Mann
Keely Shelton
May Boquiron
Nikita Trainin
Oliver Nelson
Shaojie Ma
Victor Kolkur
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