Financial planning
財務策劃

How can we help you?

Portfolio management

With the growing range of investments on the market it is difficult to determine which ones are best for you. Our consultants have the knowledge and experience to tailor-make a portfolio to suit your unique requirements and to recognize the right time to switch your investments.

Regular savings management

Creating a large reserve of funds for a big target, such as educating your children or retiring in comfort, needs commitment. We can help you to achieve your goals by choosing the best tools for saving, and by switching your investments strategically to suit different economic conditions.

Risk management

It is easy to focus on building wealth, and neglect what we already own. But it is important to protect your wealth against potential pitfalls. That is why we offer extensive risk management services to our high net worth clients.

Partnership agreement and insurance

We can help you to prepare a well-planned partnership agreement, which provides rights and obligations of each partner, and when and how a partnership may be terminated. Besides, this oncoming partnership insurance can be used to safeguard the future of your corporation in case one partner is passed away.

助您理想成真

投資組合管理

日益增多的投資工具為投資帶來到煩惱，我們的專業理財顧問以其專業的知識和豐富的經驗，為您度身訂造合適的投資組合，并在每個重要時機提醒您，讓您作出適當的調整。

定期儲蓄管理

子女的未來需要充足的教育經費，晚年舒適的退休生活亦需要充裕的資金儲備。我們的專業理財顧問助您選用最有效的投資工具與策略，並小心地監察多變的經濟環境，在適當時機轉換策略以應付不同的轉變，讓您安然地如期達到儲備目標。

風險管理

世事多變，當您忙於建立個人資產的同時，更不可忽視周遭不同的潛在風險。居安思危，保障已有資產免受風險所累以至得不償失。故此，我們為您提供風險管理服務，協助您了解個人財政狀況，調整理財計劃以減低潛在風險。

合夥協議及保險

我們能為您草擬一份完善的合夥協議，當中列明每一位合夥人的權責，以至如何何及於何時中止合夥關係。此外，我們亦提供合夥人保險，讓您公司即使於運作期間有合夥人離世，亦能保障往後之持續發展。