| Why choose Sun Hung Kai Wealth Management? |
Sun Hung Kai Wealth Management Limited ("SHKWM"), an authorised insurance broker in Hong Kong and member of the Hong Kong Confederation of Insurance Brokers, provides one-stop, personalised financial planning and investment services to both individuals and corporations. Our services range from wealth creation services like savings and education plans to more sophisticated wealth appreciation and preservation services like investment-linked insurance plans and more. |
As part of Sun Hung Kai Financial, one of Hong Kong's leading non-bank financial institutions, SHKWM offers you the assurance of a trusted brand name. At the same time, our professionals are able to help you tailor a financial plan that suits your needs. It is a combination of a strong reputation, personalised investment services and a diversified product range that sets us apart from other wealth managers.
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| Our process |
SHKWM is a company committed to satisfying all your financial needs throughout every stage of your life. We offer customised financial solutions through one-on-one meetings with our clients and by following five essential steps in financial planning:
1. Understand your financial status
2. Identify your investment objective
3. Develop a customised strategy
4. Implement your strategy
5. Regularly review your financial plans
These steps have been devised to ensure you receive a personalised service that best fits your situation. |
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| Contact us |
| Office address |
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28/F, The Lee Gardens, 33 Hysan Avenue, Causeway Bay, Hong Kong |
| Email address |
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enquiry@shkfg.com |
| Telephone number |
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(852) 2822 5001 |
| Fax number |
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(852) 3929 6080 |
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