Connie Wang

Connie Wang

Director and Financial Advisor

Hi, my name is Connie Wang, director and founder of Prosperity Finance. I feel I’m a very lucky person because when I graduated from University, it was very difficult to find a job with a student visa (there was no open work visa back then). With my "Accounting" and "Information Management" double major degree and some luck, I secured a business analyst role with a major bank. I then moved into a lending role in the Commercial Banking segment as I found I preferred working with people and were passionate about helping people and experiencing the joy of reaching their goals with them. This was also one of the key reasons I declined a bank promotion opportunity and set up Prosperity Finance. I believe I can do more and offer more value to my clients by having a boutique finance brokering practice.

I have close to 10 years lending experience in residential lending, business and commercial finance. I get real satisfaction assisting my client's finance needs, the harder the better. Not only because I love challenges but importantly it's in my blood, and if I can provide a better solution which make my customers’ lives better and easier, then the effort paid off.

Although I also have responsibilities to develop the business, I still really enjoy the financial advisor role as this is what's got me to where I am today and gives me great satisfaction if I can improve my customers lives for the better.

connie@profin.co.nz 09 930 7865
Cindy Sun

Cindy Sun

Application Specialist

Before I joined Prosperity Finance, I actually never worked in the finance industry. I worked for McDonald's as a senior manager for many years and then worked for Work and Income as a case manager. Working with people and trying to help them is common in both roles and industries.

What I have learnt form these roles is providing excellent customer service by listening, and paying attention to detail, building a  strong rapport and relationships with people from varied and diverse backgrounds. 

One of the reason I love my role at Prosperity Finance is when I see people we help achieving their goals  in life, it’s extremely rewarding and proud.

My goal is providing a professional service to our clients and prospects to the highest standard with my heart and soul, and help alleviate stress by making the progress simple and straightforward as possible, ensuring they have an amazing customer experience with us.

In my spare time I enjoy reading and cooking. Reading can make me feel peaceful and cooking makes me feel special, especially my family who love food. I also like spending time with my two young kids.

cindy@profin.co.nz 09 930 7863
Stephanie Yan

Stephanie Yan

Marketing and Office Coordinator

Most people believe that "a jack of all trades is a master of none". 

This is often a misquote attributed to creative folk. I much prefer the full version of the quote, which adds '' but oftentimes better than a master of one".

Hey~ I'm Stephanie, I’m a social and digital marketer, with several years of marketing experience doing a bunch of different and exciting things.

Landed in New Zealand in the year of 2015, and that’s where the story began. It’s all about meeting new people, looking for new opportunities and searching for happiness in my own terms.

Moving into New Zealand, for me, means starting over in life and letting go of what isn’t working or what’s holding me back. Holding the working holiday visa in the year of 2015, I was creating the life I want, setting realistic and attainable goals so that I could walk towards my dreams. I made the smooth transition from an iconic office lady in Shanghai (the city I was born in) to the uncertained situation where everything starting from zero ! But that’s the adventurous journey I am eager to.

I enjoy meeting new people. Take a hike, join a club, do volunteer work, host a party, go to a culture event, take a dance club, or even talk to my neighbors. I am keen on learning something new from every person I meet and get new fresh ideas.

stephanie@profin.co.nz 09 8200 107
Zhuofu Shi

Zhuofu Shi

Adviser Assistant

Hi I am Fu. I’m from Beijing and I came to New Zealand in 2016 for my first time. The experiences of studying, working and living here have been full of pleasure, challenge and gain for me which also brought me hope and confidence for the future.

Before joining Prosperity Finance, I worked in the airport as a retail sales for over one year, this first job which required me to communicate with customers gave me a chance to feel what I really love in my heart, that is I hope, with my endeavour, I can help others reach what they desire for and realise their dreams. With the lead from destiny, I came to this lovely team of Prosperity Finance. I hope I can bring our clients happiness with my knowledge and service.

At the age of 16, I went to America and lived there for a year on my own. It was this special experience that opened the windows of my heart, let me more freely accept the unknown things in the world and made me more willingly to hear other peoples’ stories as well as sharing my own stories. I also believe, my openness and sincerity will allow me to bring better services to our clients.

During my spare time, I enjoy playing table tennis, fishing, going to the beaches with my girlfriend, tidying my garden, reading news and watching TV. Bearing a grateful mind, I hope I can feel and cherish every single moment in my life and be kind to every person around me. Sometimes, I encourage myself to be consistent with what I’m doing, work hard and live well, so that when I think back of presence in the future, I will be proud and happy.

fu@profin.co.nz 099307864