Scope of Services

We provide our valued Customers with Holistic Independent Financial Planning Consultancy Services and Solutions.

Through a face-to-face thorough and private meeting, our Independent Financial Consultants will conduct analysis and studies of your financial position, objectives and goals plus risk tolerance as well as investment preference.

We are Customer-Focused. Our independent Financial Consultants offers Customers with better choices in accomplishing their financial goals through tailor-made financial planning with best-in-class financial tools.

  • Retirement Planning;
  • Investment Planning;
  • Protection Planning;
  • Education and Family Planning;
  • Trust and Succession Planning;

Contact Us
811 Tsimshatsui Centre, East Wing,
66 Mody Road, Tsimshatsui East,
Kowloon, Hong Kong.
Tel:+852 2268 6100
Fax:+852 2268 6200