Personal Services
Personal Financial Information
Executive Management
We can manage your financial information, organise and maintain the validity and suitability of your contracts to enhance efficiency when you need them.
Professional Financial Strategies Consultation
Through which we will understand more about your income & expenses, assets & liabilities and their financial goals. Then, we will formulate suitable and reasonable financial plans for you.
Portfolio
Management
After understanding your risk tolerance level and financial goals, we will review your portfolio and study how to reorganise it to bring greater benefits to you.
Financial Plan
Second Opinion
Many clients hold or plan to purchase savings/ critical illness/ medical insurance policies as a prudent financial strategy. We can review your portfolio and help you make clear decisions.
Annuities &
Retirement Planning
We can set up annuities and consolidate MPF accounts through active management and monitoring expected returns. Clients can be more confident that they can achieve their retirement goals.
Claims &
Individual Rights Review
If you are in doubt about the compensation for your loss, or you think that the compensation is unreasonable, we can review your rights and suggest claim solutions.
Be Our Client
Speed:
Once you have contacted us, our consultants will arrange a meeting with you as soon as possible. Please feel free to submit your requests
Putting our customers first:
We are committed to providing customers with services of the highest quality and the most professional advices
Service Flow
Collection of
financial information
Let us study your
cash flow and
financial position
Professional
Consultation
We would listen to
your needs and discuss
effective solutions with you
Execution
Account Management
& Review
Carry out customised
financial plans and
monitor your investment
performance
Manage your financial account and handle related documents for you
FAQs
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