Our Services


Portfolio Management

Private Clients & Charities: Our Investment Portfolio Management service is for both Private Clients and Charitable Organizations. Portfolio management is the art and science of

MPF & EB Schemes

Corporations: Mandatory Provident Fund (MPF) Schemes and Employee Benefits Schemes for Corporations The Mandatory Provident Fund, often abbreviated as MPF, is a compulsory saving scheme

Financial Planning

Private Clients: Financial Planning includes Insurance Planning, Estate Planning, Investment Planning and Retirement Planning. A financial plan is a comprehensive evaluation of an investor’s current

Insurance Products

Private Clients & Corporations: In order to make sure that the financial plan can be implemented properly, insurance planning will be included. Hence insurance products