Singh J.
"Great!"
Customer Service:
10/10 ⭐'s
Leah S.
"I’m happy because my agent always made sure that I understood all the details and the benefits of the plans."
Customer Service:
10/10 ⭐'s
Antonio R.
"A huge thank you for your fantastic service! The plan rundown was spot-on, and you're always so friendly, making it easy to chat about any worries I have. I feel totally at ease whenever we catch up."
Overall Experience:
10/10 ⭐'s
Roy C.
"Well professional agent and financial advisor."
Overall Experience:
10/10 ⭐'s
Gurung Y.
Recommended Advisor.
"Very Happy. Very Helpful."
Overall Experience:
10/10 ⭐'s
What People Are Saying...
OUR SERVICES
Stress-Free Financial Planning Advice
For HK Expats & Greater Bay Area Professionals.
Retirement planning, educational savings, wealth management, asset growth, mpf advice, crypto advice, personal insurance needs, investment, health & medical insurance, personal tax planning, accident & income protection, IRA's, annuities,
& more!
Working with many individuals from restaurant staff, middle management & high net worth clients.
No one is too big or too small!
BUSINESS CONSULTANCY SERVICES
We offer a one-stop solution for all your business needs.
HK Company Setup & Incorporation (Ltd or Sole Proprietor), Overseas/International clients welcome, Hong Kong based Company Liaison Service, Company Secretary, Tax Services, Bank Account Set-Up, Neo Banking/ FinTech/ Crypto Solutions, Marketing & Social Media Solutions, Graphic Design, Websites, SEO, e-Commerce, Business Plans, Financial Projectiosn & ROI Projections.
