個人理財策劃 Personalized Financial Planning

人生規劃

每當建立壹個家庭、進修、買車、置業或旅遊時，在人生不同階段，均有不同的目標需達成。不論目標長短，最重要是訂定壹個合適的理財計劃，以達成目標。

儲蓄計劃

因應您的個人理財目標，我們提供更多元化的儲蓄選擇，助您積少成多，儲蓄之餘更可把握財富增值良機。

退休規劃

醫療進步令人類的壽命愈來愈長，但在通貨膨脹影響下，生活費用不斷上升。醫療、保險費用、生活開支等都會增加退休後的支出。因此，及早為您的退休生活作好計劃，以輕鬆享受退休歲月。

子女教育規劃

父母總是希望給孩子最好的，以成就子女燦爛的未來。教育是成就孩子擁有美好前程的最重要部分，為提供最優質的教育和把握出國留學的機會，盡早的規劃是必須的。

遺產規劃

充足的遺產規劃不單替您組織資產，確保資產安全，保護您壹生的心血。亦可以維持家庭和諧，為您的摯愛留下細心的照顧。

保障計劃

我們與不同的保險公司合作，為您提供各式各樣的保險產品，為您及身邊的摯愛提供全面的保障。

人壽保障及儲蓄：

· 年金

· 人壽保險

· 投資相連保險

· 子女保障

· 通脹保障

· 樓宇按揭壽險

健康保障：

· 危疾保險

· 牙科保險

· 傷殘保險

· 醫療保險

· 意外保險

· 懷孕保障

· 癌癥保障

· 長期護理保障

· 住院現金計劃

壹般保險：

· 家傭保險

· 火險

· 哥爾夫球保險

· 家居保險

· 業主保險

· 按揭保險

· 汽車保險

· 寵物保險

· 專業責任保險

· 物業保險

· 盜竊保險

· 旅遊保險

· 工作假期計劃保險

· 退休保險

· 藝術品保險

· 家居裝修保險

· 航空意外保險

· 貨運保險

· 遊艇保險

· 家居搬遷保險

· 工商產品保險

· 信用保險

· 建築保險

· 現金運送保險

· 機械保險

 

強制性公積金服務

強積金是重要的退休保障，我們提供免費強積金顧問服務，及助您整合多個保留帳戶，以方便管理、獲得更佳回報及紅利單位回贈。

We provide customized selection to fit individual needs. Our financial analysis investment advice help clients achieve their financial goals.
 

Life Goal Planning

When starting a family, continual education, acquiring car or house property, or travelling, everyone in different stages of life have goals they want to achieve. No matter short term, medium term, or long term goals, it is important to create a right plan in order to fulfill your dreams.

Saving Plan

We provide a diversified amount of saving choices with accordance to your financial goals. We will help you to accumulate wealth and will allow you the opportunity to grow.

Retirement Planning

Today, living costs are rising and life span is becoming longer. Inflation, income and expenses after retirement, and medical insurance expenses, etc., lead to a longer and more costly retirement life. As a result, it is important to plan for accumulating adequate funds to enjoy your golden years.

Child Education Planning

Parents always wish to provide the best for their children and to ensure that they have a bright future. Education is one of the most important parts for preparing your children future. However, it is a huge amount of tuition fee for either local or overseas education. In order to provide a quality education and choices of studying abroad, detailed and advanced planning is necessary.

Estate Planning

Estate planning is more than just writing a will. If done correctly, organizing your assets can help avoid family conflicts. Adequate estate planning can ensure the estate to be taken safely over the financial risks which are posed by probate, creditors, lawsuits, and estate duty. Therfore, allowing you to determine the allocation of assets for many decades even after your death.

Insurance and Protection Planning

Partnering with different insurance product providers, Money Concepts offers you consulation services and various kinds of insurance products.

Life Protection and Saving:

· Annuity

· Life Insurance

· Investment-Linked Insurance

· Child Care Insurance

· Inflation Insurance

· Mortgage Life Assurance Plan

Health Protection:

· Critical illness Insurance

· Dental Insurance

· Disability Insurance

· Medical Insurance

· Personal Accident Insurance

· Maternity Insurance

· Cancer Insurance

· Long-term Care Insuance

· Healthy Hospital Cash Insurance

General Insurance:

· Domestic Helper Insurance

· Fire Insurance

· Golf Insurance

· Home Insurance

· Landlord Insurance

· Mortgage Insurance

· Motor Insurance

· Pet Insurance

· Professional Liability Insurance

· Property Insurance

· Theft Insurance

· Travel Insurance

· Working Holiday Care Insurance

· Retirement Planning

· Fine Art and Specie Insurance

· Home Decoration Insurance

· Flight Insurance

· Marine Cargo Insurance

· Pleasure Craft Insurance

· Household Movement Insurance

· Commercial Products Insurance

· Credit Insurance

· Engineering Insurance

· Money Insurance

· Machinery Insurance

夥伴保險公司 Insurers