Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues – divorce, death, career changes, caring for aging relatives – so they can feel confident and in control of their finances.
Cheng takes pride in her ability to make a difference in people’s lives. She also volunteers her time as a SoleMate, or a charity runner for Girls on the Run, raising money for scholarships for girls.
She is a Certified Financial Planner (CFP) professional, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional, and a Chartered SRI Counselor (CSRIC).
Cheng is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger and US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves on the CFP Board of Directors.
In 2023, she was named the #2 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by InvestmentNews in 2017.
One America Square, 17 Crosswall, London, EC3N 2LB
+64 3 379 7622
agreen@specialistrisk.com
linkedin.com/in/gbinsurancelady/
srinsurancesolutions.co.uk
Marguerita Cheng
Founder and CEO
Blue Ocean Global Wealth
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2017
2018
2019
2020
2019
2022
Lawyers Weekly’s Top 30 Under 30 Property Finalist
2017
Promoted to Senior Associate at MinterEllison
2018
In-House Legal Counsel at L'Oréal Australia and New Zealand
2019
Australian Corporate Lawyers Award In-House Finalist
2020
Joined the partnership at Wynn Williams in the property and commercial team
Appointed to the Property Council NZ Retail Committee
Invited to sit on the judging panel for Lawyers Weekly’s Australian Law Awards
2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
INVESTMENTNEWS RISING STARS 2024 JUDGE
