About Us

About Us

We are a financial planning company set up in Hong Kong in 2002 to provide professional financial planning to private clients, companies and charitable foundations. We act with high ethical standard and high level of integrity. Currently we are an “SFC Licensed Corporation” licensed by Securities and Futures Commission (SFC) of Hong Kong. We are an “Insurance Broker Company” licensed by Insurance Authority (IA). Last, but not least, we are also an “MPF Principal Intermediary” registered with Mandatory Provident Fund Schemes Authority (MPFA).

Securities and Futures Commission (SFC) Licensed Corporation
C.E. No.: ALR948
Insurance Broker Company Licence No.: FB1448
MPF Principal Intermediary Reg. No.: IC000573

Our Mission

We help our clients be abundant and have peace of mind through quality financial planning services.

Our Vision

Be the most respected and referred financial planning company with high level of integrity.