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 “Authorized Insurance Broker” by being a Member of Professional Insurance Brokers Association (PIBA). 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

Professional Insurance Brokers Association Membership No.: M-259

MPF Principal Intermediary Reg. No.: IC000573

Our Mission

We share love, joy and peace of mind with our clients through quality financial planning services.

Our Vision

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