Accurate and Quality Financial Advice
We believe that in order to give both accurate and quality financial advice in Hong Kong the following approach should be adopted:

  • Organise a personal visit from one of our qualified consultants; alternatively we can discuss your requirements on the telephone or via encrypted emails.
  • Conduct an in-depth financial review by listening to your needs and aspirations carefully and understanding your current financial situation in detail before recommending any plans and services.
  • Explain clearly the reason for recommending any particular offshore investment plan to you, what the plan is designed to do, the commitments it demands from you as well as the benefits it will give you.
  • Provide on-going service to ensure that your plans continue to meet your needs as your circumstances change in the future. 
  • Our Values

  • Integrity - We are committed to establishing a fair and customer focused offshore financial adviser community in Hong Kong .
  • Transparency - We believe a two-way dialogue is necessary if we are to give you the best recommendations possible.
  • Confidentiality - We offer complete client confidentiality.
  • Qualified advice - We guarantee to give you professionally qualified advice.
  • Value - We strive to beat your quote from other Hong Kong Financial Advisors you may be working with.
  • Service Excellence - We guarantee impeccable ongoing service. 
  • Continuous relationship - You will receive continuous ongoing advice on suitable investment products from your appointed personal consultant.

  • For further information on the free service that we provide, please click here




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