Risk Management 風險管理

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. A professional insurance consultant would recommend suitable insurance product for customers, which matches their actual needs.

保險是一種基本但非常有用的金融工具。

我們的轉介服務包括轉介人壽保險、重大疾病保險、醫療保險、意外保險等，根據您的需要和要求安排專業顧問跟進。 專業的保險顧問會為客戶推薦適合其實際需求的保險產品。

Financial Planning 財務策劃

Our professional consulting team / partnered financial planning agencies can provide strategic planning services on the financial management for you, your family & your business.

Financial Strategic Planning includes several categories: Insurances, Investments, Mandatory Provident Fund (MPF), Properties, etc.

我們的專業顧問團隊/合作伙伴的財務策劃代理可以為您、您的家人及您的企業提供有關財務管理的策略規劃服務。

財務策劃包括多個類別：保險、投資、強積金、物業等。

Other Referral Services 其他轉介服務

We also provide other professional referral services related to Asset & Wealth Management.

我們也提供其他與資產及財富管理相關的專業轉介服務。