Singh J.
"Great!"
Customer Service:
10/10 ⭐'s
Leah S.
"I’m happy because my advisor 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.
"Very 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 Workers, Expats & Greater Bay Area Professionals.
-
Trusted & flexible savings plans,
-
Retirement planning & pensions,
-
Educational savings,
-
Professional mpf advice,
-
Personal insurance needs,
-
Health & medical insurance,
-
Wealth & asset growth,
-
Inheritance & estate planning,
-
Crypto & digital asset advice,
-
Investment,
-
Personal tax planning,
-
Accident & illness protection,
-
Small business & restaurant insurance,
-
IRA's, Annuities, & more!
Specialised in helping individuals from restaurant staff, office workers, middle management & the English speaking comunity.
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,
-
Small business & restaurant insurance,
-
Neo Banking/ FinTech/ Crypto Solutions,
-
Marketing & Social Media Solutions,
-
Graphic Design, Websites, SEO, e-Commerce,
-
Business Plans, Financial Projections & ROI Projections.
