Financial Planning

The journey to achieve your goals starts with a single step. With an in-depth review we will discuss your current situation and where you want to be, and craft a carefully tailored strategy to help you reach it. Our holistic financial planning service provides all the support you need.

Investment Planning

An investment plan tailored to you. By better understanding who you are, what you want to achieve, and the level of risk you are willing to accept, we will identify the most suitable investments for you.

Retirement Planning

Secure your wealth. You might be looking to grow your wealth to make sure you have a leisurely retirement with the right level of retirement income, and while the future can’t be predicted it can be protected. With our help we can help you set goals and try to achieve them while protecting your wealth in the process.

Wealth Protection Planning

We know the future can’t be predicted, but it can be protected and that’s exactly what we’ll do for you, and your wealth, through our range of services.

Education Planning

Whether your child is going to an international school in Hong Kong or university in the UK, we are here to help you plan for your children’s future and realize their potential.

Estate Planning

Secure your family’s future. Focusing on your future means thinking about the legacy you want to leave behind. We can help plan your estate to ensure your loved ones are secure, whatever the situation may be.

Will Writing

Writing a will should be one of the cornerstones of your financial planning. Having one in place can provide valuable peace of mind that any property or assets you own will pass to who you want when you die.


Whether you’re buying or remortgaging, a buy-to-let or a holiday home, in Hong Kong or abroad, we’re ready to help – so you can focus on what matters.