Retirement

Retirement

Knowing what you want in your retirement life is the first thing every Convoy's financial planner will do, whether it is taking a round the world trip or making regular golfing trips. Rising living standard but longer life span makes retirement life longer and more expensive. Retirement planning can give you freedom and make you enjoy your retirement life. Please contact our financial planners now for details.

Assuming you are now at the age of 30 and continuing to work till aged 55 and life span 80. If you need a monthly expenditure of HK$15,000, how much do you need to have? For the inflation rate of 4%, you need 5.6 million for retirement.

Inflation is always a challenge to your retirement savings. Never plan too late before time value of money depreciates.

Plan ahead for new retirement page today – let time work for you

Start your retirement plan with our professional advices
Case Study Case 1 of 3

Case Provided by Kube Lai
Client Name: Ms Lee

Age 28, is single | Job: Senior Actuarial Consulting
Background
  • 3 years investment experience
  • Living with her parent who is relying on her and her younger brother financial support
Financial Goals
  • Retirement at 55
  • Aim for post-retirement living standard of $10,000 per month in present value
  • Accumulate HKD 1,000,000 for down payment of buying a self-occupied property, by the age of 35
See Our Recommendations
Case Study Case 2 of 3

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 3 of 3

Provided by Pixar Leung
Client Name: Ms Cheuk

Age 28, is engaged | Job: Quantity Surveyor
Background
  • In good health, her annual income is HK$372,000
  • has 5 years investment experience,mainly focus on HK Stock market
Financial Goals
  • Prepare HK$ 400,000 with fiancé for marriage expense
  • Accumulate HK$500,000 for residential property down payment in 3 years
  • Plan to have a child in aged 30
  • Retirement at 55 with no liabilities
See Our Recommendations