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Hi, I’m Janice,

 

Financial Adviser and Founder of Big Oak Financial Services

Finacial Planner

I help women take control of their financial futures through personalized plans, guiding them towards financial security and independence. Let’s build a future that’s truly yours!

Janice Choo is a passionate and highly skilled financial planner, dedicated to empowering women to achieve lasting financial independence and security. With over 14 years of experience financial planning , she tailors financial strategies that help women take control of their financial futures. Fluent in English, Mandarin, Cantonese, and Malay, Janice connects with a broad range of clients, offering a unique and inclusive service. As a strong advocate for financial literacy, she understands the specific challenges women face and provides personalized, empathetic advice.

Janice is also one of the finalist for the Financial Adviser for the year 2024 Women in Finance Awards. She loves combining innovative tools with her deep expertise to simplify complex financial matters, making her a trusted leader and true advocate for her clients. Her client-first approach ensures that every woman feels supported, informed, and empowered throughout their financial journey.

Location: Melbourne and Australia-wide
Favourite drink: A traditional cappuccino because it is simple, classic, yet energizing, just like the approach of my life. It’s the perfect way to start the day.
Best life hack: Time-blocking! It's been the ultimate life saver. In order to maintain a healthy work-life balance, I find that scheduling my activities during specified time periods helps me stay focused and gets things done.
Best piece of advice: “You can’t pour from an empty cup—take care of yourself first.” Prioritizing self-care is key to serving others effectively. Maybe Try doing some self care activities such as meditation , yoga and spa during your free time.

Book a call with Janice

More About Me

 

My journey in financial planning began over a decade ago, driven by my passion for helping others secure their financial future. Coming from a single-mom background, I understand the challenges of rebuilding after difficult times, which has made me more empathetic and focused on supporting women, particularly single moms and businesswomen. 

My multilingual skills in Mandarin, Cantonese, Malay, and English allow me to connect with diverse clients, including young parents, medical professionals, and hybrid families in Melbourne’s Asian community.

Over the years, I’ve specialized in areas like education fund planning and asset protection for business owners, guiding my clients through complex financial decisions and helping them achieve their goals. I’ve supported clients through significant life changes, such as post-divorce rebuilding and managing the financial demands of their children's education. From setting up tailored insurance plans to protect families, to helping students tap into government education grants, every client I’ve helped is a testament to the meaningful impact financial planning can have.

My business thrives on referrals, whether from accountants, mortgage brokers, or my existing clients, and I actively network to build those connections. I’ve also been involved in community efforts, like sponsoring local school events and advocating for financial independence for women. It’s been a fulfilling journey, and I look forward to continuing to make a difference in my clients’ lives.

The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.