Our Wealth Management business provides a one-stop, personalised financial planning and investment advisory service to both individuals and corporations. We committed to satisfying all your financial needs throughout every stage of your life.

To ensure you receive a personalized service which best fits your situation, we introduce a 5-step professional financial planning process.

1. Understand your financial status
2. Identify your investment objectives
3. Develop a customized strategy
4. Implement your strategy
5. Regularly review your financial plan

The First Step

A good financial plan shows you where you are today and where you want to be.

The first step in financial planning involves meeting one of our experienced professionals for a consultation. In the first meeting. We aim to:

1. understand your current financial status, and
2. identify your financial goals. This process typically takes between half to one hour.

To give you a taste of some common financial goals and the steps necessary to reach those goals, we have prepared the following simple, interactive tools.

< More >

Case Studies

Throughout your life-cycle, you will have different needs at different stages. For example, marriage, property buying, children education, retirement, etc. The sooner you have a detailed plan for execution, the more likely it will be to achieve your goal.

At Sun Hung Kai Financial, we are always committed to bring you a personalised financial experience. With our expertise in financial planning and our one-stop financial planning service, you are closer to achieving your goal.

All you need is a professional investment partner. Now, which of the following stage do you belong to?

< More >

Risk Analysis

Understand your own risk tolerance and financial objectives. With a tailor-made risk analysis according to your current financial status and level of risk tolerance, our professional advicers can help you diversify your portfolio by investing in different financial tools, economic sectors and even regions to reduce risks and volatility to achieve steady growth.

< More >

Financial Planning Tips

Money makes money. A small initial amount can snowball into an attractive sum if you start saving and investing early.

Tips to plan your investments

• To achieve your goals step-by-step with discipline
• Determine the types of investment you make and the level of risk you can take
• Distinguish between your wants and needs

< More >

Back to Top