美國萬利理財(香港)有限公司
Money Concepts (Hong Kong) Limited 

360理財策劃服務

 

美國萬利為客戶提供360°財富咨詢服務:策劃服務及投資顧問服務


專業

多年豐富及全面的財富經驗,獨到的金融市場及環球經濟分析,靈活的投資策略及嚴謹風險評估


獨立

獨立於所有保險公司及金融機構

客觀的分析及投資建議


成功秘訣



分析您的狀況


成功理財策劃的第一步是要分析你現的狀況及你想達到的目標。要做到這一點,你的理財策劃顧問將為你分析,並為你準備以下報告:


•個人資產負債表
•退休計劃分析
•家庭需要分析
•投資組合分析
•教育基金分析
•遺產轉讓分析



決定你目標


直到你知道自己最終的理財策劃目標前,你不能達至成功。因此,我們將幫助你:
•定立明確的目標
•為你的目標定立優先次序
•評估你的投資心態



如何達到你的目標


除非你採取行動,不管你有多好的計劃,將無法成功實現。我們將幫助你:
•準備理財策劃方案
•為你的優先次序實施步驟
•提供全面建議
•推介合適的產品和計劃



360 Financial Planning Service



Money Concepts offers 360° wealth consulting services for clients: planning services and investment consulting services


Profession

Years of rich and comprehensive wealth experience, unique financial market and global economic analysis, flexible investment strategies and rigorous risk assessment



Independent

Independent of all insurance companies and financial institutions

Objective analysis and investment advice



Skills of success


Analysis your status

The first step in successful financial planning is to analyze your current situation and the goals you want to achieve. To do this, your financial planning consultant will analyze and prepare the following report for you:

• Personal balance sheet
• Retirement plan analysis
• Family needs analysis
• Portfolio analysis
• Education Fund Analysis
• Analysis of estate transfer



Decide your goal

You cannot achieve success until you know your ultimate financial planning goals. Therefore, we will help you:
• Set clear goals
• Prioritize your goals
• Assess your investment mentality



How to achieve your goal

Unless you take action, no matter how good your plan is, it will not succeed. We will help you:
• Preparing financial planning plans
• Implement steps for your priorities
• Provide comprehensive advice
• Recommend suitable products and plans