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.

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

Type of Insurances

• Life
• Critical Illness
• Medical
• Retirement
• Education
• Accident & Disability
• Endowment
• Coupon Plan
• General Insurance

風險管理

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。

保險類型

• 人壽
• 危疾
• 醫療
• 退休
• 教育
• 意外及傷殘
• 儲蓄保險
• 分紅保單
• 一般保險

Financial Planning

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.

MPF & HKMC Annuity

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.

財務策劃

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。

強積金及香港年金

面對各種開支，擁有正確的退休金融投資組合非常重要，以便在您漫長的退休生活中為自己提供所需的財務保障。

保險和投資產品是退休金融規劃中常見的兩個產品類別。這兩者經常被相互對比，但它們的功能和性質是不同的。

Other Professional Referral Services

• Migrations
• Overseas Properties
• Mortgages
• Bank Referrals
• Trust Services
• Family Offices
• Health Caring
• Accounting Services

其他專業轉介服務

• 移民
• 海外置業
• 按揭
• 銀行開戶
• 信託服務
• 家族辦公室
• 保健
• 會計服務