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Come and see us so we can start working towards your future.
Your children are your legacy. And you want them to be well equipped for the challenges ahead.
In a changing world, it's hard to know what skills they'll need. Or how much you'll need to set aside. We can help you ensure you have the means to give them the best chance of success. Today. And tomorrow.
Being a parent comes with a lot of joy, and a lot of questions. How do you fund the education you want for your children? What if something happens to you? Will your kids take advantage of their unique opportunities? Will your support make their lives too easy? You want your children to have the best opportunities in life. But striking the right balance starts with the right plan.
When you become a parent, your priority is to safeguard your children’s future, whether you’re present or not. How would your family cope if you were no longer around? Are you covered for every possibility? Ask, then act.
You want to provide the best education available for your children. And by planning ahead, you can do just that. Do you want your children close to home? Or are there better opportunities abroad? Knowing the ‘what’ and the ‘where’ will help inform the 'how'.
Part of your family values includes understanding the value of money. Do your children appreciate how your wealth was made? Do they know it doesn’t define them? Can they practice managing it themselves? An early respect for money lasts long into the future.
You have some of the world’s most experienced financial professionals working together on your behalf. Your main point of contact is your Client Advisor, who’ll work with our investment specialists and other members of the relationship service team to address your specific needs.
Our office in Kowloon is aimed at better serving the needs of entrepreneurs in Kowloon and the New Territories.
Great investment advice doesn’t exist in a vacuum. Our service takes in to account all your financial needs, from wealth planning to investing. We call this your total wealth solution.