Wealth Management
Risk Management
Insurance is a basic but very useful financial tool.
Our referral services include referring life insurance, critical illness insurance, medical insurance, accidental insurance etc, to arrange a professional consultant to follow up base on your needs and requirement.
Type of Insurance
- Life
- Critical Illness
- Medical
- Retirement
- Education
- Accident & Disability
- Endowment
- Coupon Plan
- General Insurance
MPF & HKMC
Facing different kinds of expenses, it is important to have the right retirement financial portfolio to give yourself the financial protection you need during your long retirement years.
Insurance and Investment Products are two common product categories for retirement financial planning. The two are often weighted against each other, but their functions and nature are different.
Overseas Property
We offer several regions overseas property including UK, Canada, Australia, Thailand, Japan, Malaysia and EU countries.
Steps of Purchasing Overseas Property
1. Reserve a unit
2. Appoint lawyers for Agreements and Contracts
3. Settle down payment
4. Apply for mortgage
5. Settle part of unit price
6. Handover
7. Lease unit
Migration
Migration is a very important life decision.
Our referral services include referring migration to UK, Australia, Canada, EU Countries, Singapore , Thailand, Taiwan etc. to arrange a professional consultant to follow up base on your needs and requirement.
Trust Services
A trust allows you to be very specific about how, when and to whom your assets are distributed. It can ensure that your assets are managed for the benefit of your heirs, according to your wishes. It can also preserve your assets and possibly minimizing your taxes and probate costs.
Family Succession – Family Trust
- Asset Protection – Divorce, Creditor, Discretionary Trust
- Avoid Probate related problem
- Tax planning
- Avoid Risk: Bankruptcy
- Confidentiality
Family Office
Wealth succession in a family is important.
We provide professional service to ultra-high-net-worth individuals (HNWI).
We aim for family wealth growth over generations
We offer a total outsourced solution to manage the financial and investment side of an affluent individual or family.
We believe that family value successions and lifestyle are also as important as wealth succession. We will review family governance issues to ensure your family is prospering in your desired direction.
Mortgage
A mortgage is a loan used to finance the purchase of a property. Lenders, such as banks or mortgage companies, provide the funding, and borrowers make regular payments to repay the loan over a set period, usually 15 to 30 years.
Mortgages typically involve interest charges, with fixed-rate mortgages maintaining a consistent interest rate over the loan term, while adjustable-rate mortgages may have rates that fluctuate.
The property itself serves as collateral, meaning that if the borrower fails to make payments, the lender can foreclose and take ownership. Mortgages require careful consideration of interest rates, terms, and personal financial circumstances.
Bank Referral
Our organization offers convenient and efficient account opening services to meet the financial needs of our customers. Whether you are an individual, a business, or an organization, we provide a seamless process to establish new bank accounts. Our dedicated team of professionals ensures that the account opening process is hassle-free and streamlined.
We offer a wide range of account types, including savings accounts, current accounts, and specialized accounts tailored to meet specific requirements. With our secure and user-friendly online platforms, customers can easily submit their application documents and complete the account opening process from the comfort of their own homes. Experience the convenience and reliability of our account opening services today.
