About Us

We are a group of financial expert in specialising in advice for employees, business owners and retirees. 

Our objective is to help you make smart decisions with your money so you can achieve financial security. We listen to your issues and take the time to understand your needs, concerns and values. We work hard to educate you, we explain your options and we guide you through the decision-making process.

Services including :

  • Personal and group insurance
  • Investment
  • Asset management
  • Tax and legal advice
  • Retirement planning
  • Offshore investment and account
  • Incorporation
  • Property advice
Our office located conveniently in Mong Kok, Shum Shai Tsui and Forest Hill in Hong Kong. 

If you are looking for financial advice you can trust, contact Financial Planning Expert or phone 6439 8397