Case Study for Retirement Planning
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.
A Peaceful and Carefree Retirement
- Ms Lee
She is 28 years old, single. She is now working as Senior Actuarial Consulting in an International Insurance Company with annual salary HKD $630,000.She is living with her parent who is relying on her and her younger brother financial support.
- 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 Lo
She is a quantity surveyor in a property development company. Her annual income is HK$372,000. She has 5 years investment experience. Her asset portfolio is worth HK$1,040,000(with her fiancé), the investment is mainly focus on HK Stock market.
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