Services Offered
Personalized Financial Planning
Customized strategies tailored to your unique situation and long-term goals, including retirement and wealth management.
Investment Advisory
Expert guidance on investment portfolios, properties, and overseas assets to optimize growth and security.
Family Financial Management
Comprehensive planning for families, ensuring sound financial plans that work for your household's needs.
Retirement Planning
Strategies to secure your future, focusing on sustainable income and asset protection for retirement.
Ongoing Client Support
Responsive, year-round assistance with quick responses to questions and regular reviews of your financial plans.
Reviews
5(5 reviews)
Rating Distribution
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D
Donabel Santos
via Google
8 months ago
Kelly Ho and the DLD team have been helping our family for almost 10 years. She and her team are not only extremely professional, compassionate and responsive, but they really take care of you as a client and ensure your financial plans are sound and that it works for your unique situation. I've read the other reviews here and can attest that she's empathetic but firm, and non-judgmental about your situation and circumstance. She keeps her eyes on the goal - which is to get you the best financial plan AND RESULTS for you and your family. She has been highly recommended to me by a friend, and I am gladly recommending her to others as well.
G
Gosia Zobelvia Google
over 1 year ago
Kelly, and the DLD Team, have been helping my family and I meet our financial goals for over a decade. Kelly and Linda regularly demonstrate their immense expertise while tailoring customised financial planning options for us. We have properties and investments here and overseas - and Kelly has helped us navigate this with ease. We feel secure in our future knowing that Kelly is there to advise us! Highly recommend the DLD Team!!
J
Joanna Imoovia Google
over 2 years ago
Kelly has been taking care of our financial planning needs for the past 3 years. She has provided excellent service and expertise. We appreciate the time she spends to make sure she gets our details right and fully understands our goals. She and Linda are always quick to respond to our questions throughout the year. Finances are an important part of life and we are thankful we have Kelly on our team!
T
Tony Tungvia Google
over 2 years ago
Kelly takes good care of our financial needs. Her expertise, friendly and personalized approach, and deep knowledge of planning strategies make her an invaluable asset. I especially appreciate it when I nod like I understand the technical details of what she is describing (but I don't) and she sees through it and provides a simpler explanation of we need to support our decision-making. I highly recommend Kelly and DLD for their exceptional services and commitment to client success.
M
Matthew Larsenvia Google
over 2 years ago
I have been working with Kelly Ho for over 6 years. In my experience Kelly is unique among the financial advisors in the comprehensive approach she takes. Kelly takes an interest in the lives of her clients, and genuinely cares about them. She is even keeled, focused on how to achieve long term goals, and willing to take the time needed to answer all my questions, even the hard ones. Kelly is trustworthy and her caring, genuine and knowledgeable approach gives me the assurance to know that my money is in good hands and that we will reach the goals we have set. That peace of mind is invaluable.
