Child Education


education

Parents always want the best for their children. Education is one of the most important parts to children. In order to provide a quality education and choices of studying abroad, high education fee is needed.

Education plans help you to accumulate your wealth for future education fee needed since the children was young. An adequate education fee gives you more choices on quality and place of education. Education is important for preparing your children future.

Children Education Plan

Pre-schooling (~2 years) HK$4,000 (per month)
Kindergarten school fee (~3 years) HK$4,000 (per month)
Interest class (varies) HK$300 (per lesson)

University Studies

University tuition fee is a significant expenditure for your children. Start saving plan now so your children can pursue the tertiary education smoothly.

Bachelor Degree Annual Academic Fee and Living Expense *HK$
Local HK$100,100 - $122,100 HK$100,100 - $122,100
USA US$29,193 - $37,390 HK$226,830 - $290,520
Canada CAD$25,000 - $35,000 HK$186,500 - $261,100
UK GBP£14,600 - £121,000 HK$190,238 - $1,576,630
Australia AUD$37,120 - $53,280 HK$259,098 - $371,894

*Currency rate is based on the average of last 12 months data (Sep 2009 –Sep 2010)

What can we help you with financial planning

  • Discipline and regular savings to save education fund
    Benefit from compound interest to maximize the education fund
  • Most plans provide bonus cash to accelerate your savings in certain conditions
Plan ahead, give your child a promising future now!
Start your retirement plan with our professional advices



Case Study Case 1 of 2

Provided by Eva Leung
Client Name: Mr. Chan


Age 50, is married | Job: Director of Multinational Firm
Background
  • In good health, stable income
  • Has a 5 years old daughter
  • Living with herself, her parents are retired and are not dependent on her.
Financial Goals
  • Retirement at 65
  • planning to send her to UK for tertiary education
  • Aim for post-retirement living standard of $40,000 per month in present value
See Our Recommendations

Case Study Case 2 of 2

Provided by Tommy Chan
Client Name: Ms Mak


Age 29, is married | Job: Assistant Human Resources Manager
Background
  • An annual salary of HKD 480,000
  • 9 months in her pregnancy now
  • Owns two properties with a combined value of HKD8,500,000
Financial Goals
  • Start to prepare an education plan for their baby
See Our Recommendations