Scope of Service

Wealth Management Service

No matter making education fund for your children or your retirement planning, our financial consultants are able to offer best suited wealth management solution to the clients.

Investment Service

With a Phillip securities account, clients can subscribe mutual funds from over 10 world class asset management firms. By bringing together the professional investment commentaries and discount premium, clients are able to minimize risk and broaden investment horizon. We endeavor in offering comprehensive investment choices by formulating business alliance with fund houses.

Savings Planning

Enjoy the benefits from “Dollar Cost Averaging “with minimum HK$1,000 monthly contribution by fund subscription.

Personal Protection

Apart from the wealth accumulation, we serve for your life protection. In our company, we act as agent for over 20 insurance companies which cater different kinds of life insurance protection, general insurance and investment-linked savings plan.

Children Education Planning

Every parent wishes to grant children a good quality education for prosperous future, but education fees have continued to rise faster than the inflation rate every year. Early preparation on children education fund is highly recommended.

Dream Achievers

There are different plans and dreams in your different life stages. Researches resulted that inflation rate is higher than the salary growth. To stay your wealth competitive, early investment let you enjoy compound interest benefits. Your dreams are coming true.

Retirement Planning

Most people hope to enjoy relaxing retirement after working through half of your lifetime, but Mandatory Provident Fund (MPF) can only satisfy part of the needs. In order to maintain quality living standard and even for a leisurely and carefree life, our financial consultants are devoted to formulate meticulous and tailored made wealth management solution

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Phillip Financial Advisor
Tel : (852) 3653 3653
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