Everyone's financial wants and needs are different - but all investors share the same goal of wanting to achieve solid awards. A great way to learn how to avoid pitfalls is to study real-life success stories. While they may not precisely fit your requirements, certain strategies and ground-rules are applicable to everyone. Once the broad picture of individuals' requirements is established, our financial consultant can personalize and fine tune investment plans.

Preparing For Your Children

• Mr. Chan
  Mr. Chan is 50 years old, is a director of a multinational firm with monthly income of HKD125, 000 and his wife is a solicitor in a local legal firm with monthly income HKD45,000. They have a 5 years old daughter.
   
• Ms Mak
  Aged 29 and married, works as Assistant Human Resources Manager at an airliner with an annual salary of HKD 480,000. Her husband, aged 32, is the Supervisor of the training department of a logistics company with an annual salary of HKD 560,000. Queenie, now 9 months in her pregnancy, hopes to prepare an education plan and set up an education fund for their baby.