Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.
– Pablo Picasso
Phoenix Waters Wealth Management is a Hong Kong-based partner practice of St. James’s Place providing tailored advice to individuals & businesses. With holistic financial planning we cater to an array of needs providing various solutions to address short, medium, and long-term goals.
Our mission – to turn aspirational goals into inspirational achievements by crafting & executing carefully curated strategies to help achieve desired outcomes – means that we are equipped to provide a full suite of financial services in order to support you.
Our solutions include Tax-Efficient Investments, Retirement Planning, Education Planning, Wealth Protection, Life Cover, Health Insurance, Estate Planning, Will Writing, and Mortgages. In addition we are able to carry out intergenerational wealth reviews, support social impact investing, and provide advice to business owners and expats.
All clients – whether existing or potential – are entitled to a Free Confidential Financial Review to assess your current circumstances and have a tailored plan designed to identify how we can help you achieve your ambitions.
Founded by Bizhan Tong, Phoenix Waters Wealth Management aims to be as important to you in finance as a doctor is to health.
Please reach out to book an appointment and discover how we can turn your dream into a tangible reality.