 |
Throughout our lives, our wealth management needs evolve and change. The ability to make informed decisions at each stage can have an incredible impact on you, your family and your entire life. That is why continuous and long-term financial planning is absolutely essential. AMTD utilizes a carefully engineered financial planning process to help you identify important issues within each stage of your life, and devise a financial plan with all your lifestyle and financial circumstances in mind. Our personal financial planning services encompass diversified areas including wealth management, mortgage, personal loan and insurance.
Wealth Management
AMTD takes your needs as our goals. We are driven to help you realize your objectives with three Principles:
No hard-selling: help you identify your true needs
Before proposing any investments to you, AMTD's financial planner will help you understand your specific financial goals and needs through analyzing your:
- Background information, such as age, family situation, lifestyle, existing financial worth
- Investment preferences, such as investment objectives, values, attitudes, expectations, and terms of investment
|
|
No frills: builds confidence with clarity
At AMTD, we worked hard to create a culture of partnership and collaboration, where our team is devoted to identify the right products to the interest of our clients, we are committed to help you clearly apprehend the risks behind different products and make informed decisions . Before making any investment on behalf of you, our financial planners will provide you a FREE financial plan, which illustrates the risk involved and will help you to compare and select the financial product that suit your true needs. At AMTD, your interest is our first priority.
|
|
Regular updates: help you review your existing portfolios
Our qualified and licensed financial planners regularly review our clients' portfolios and contact them on a regular basis to ensure that their wealth management plans continue to be in line and heading towards of their goals. Our plans also provide you with high flexibility -- you can freely switch between different funds without any additional charges, even amidst volatile market conditions.
|
AMTD's wealth management products can be categorized as:
Life insurance
Life insurance is the first step of financial planning: to prepare for the unexpected and provide your beloved family with comprehensive protection. AMTD selects a range of personal life insurance products to meet your unique needs and preferences. Life insurances (whether investment-linked or not) provide financial support to the family in case of unfortunate event .
Investment-linked plans
Investment- linked plans include conventional life insurance and can act as a tool of fund investment. Clients can develop build their own investment portfolio by investing in different types of mutual funds, which may lead to create a higher potential return than a conventional life insurance.
Pension plans
The existing mandatory pension fund system in Hong Kong may not be enough to ensure your desired retirement life. A comprehensive pension plan is aimed at preserving and growing financial assets so as to ensure that there is a sufficient income stream and a level of financial security that will meet your future retirement living expenses -- plan ahead and retire in comfort.
Please click here to contact us for more information on our products or enquiries.
|
