Wealth Management
Victoria Wealth Management is one of the register broker firm in Hong Kong. Broker has played an important role in insurance / financial industry. They act as bridge between citizen and insurance. Their main duty is insurance selling, provide an insurance contract to prospective insured, providing information and suggestion on insurance, providing after-sales service like assisting insured to claim and tailor made a suitable financial planning with neutral opinion.
Child-nurturing Years
Career-nurturing Years
Retirement Years
Infant Saving / Education Savings
Wealth Accumulation / Family Protection / Retirement Planning
Medical Expenses / Retirement Expenses / Legacy Planning
Income Curve
Financial Management
Brith
Employment
Retirement
Death
Risk Protection
Wealth Accumulation
Carefree Retirement
Financial Security
Financial Independence
Financial Freedom
Derivatives
Stocks
Funds
Bonds
Legacy Planning / Retirement Reserve / Children's Education
High Risk
Low Risk
Liquidity / Family Protection / Medical Protection
Planning for retirement
Plan for the future for your children
Inheritance of wealth
Value-added wealth
Tailor-made personal projects
Provide medical protection for the family
Capturing opportunities in the global property market
For daily life
provide assurance
Personalized financial advice
Consultation
Determine your current financial situation and develop financial goals
Strategic Financial Planning
Find your risk tolerance and select investments to meet your goals.
Implementation, Analysis and Evaluation
Implement your plan. Analyse and evaluate your financial status on a regular basis.
Asset allocation
Dedicated person to manage investment portfolio to ensure smooth execution of investment strategy
Regularly update the assessment
Regularly assess and update your financial needs, investment portfolio and flexibly allocate funds
Stay on track of the progress
Your financial advisor will constantly recommend changes to your investments according to your life stage and the volatility of the market. You can see your self-service information and investment performance on our online Portal.