HK Financial Standards

Our customers expect the highest standards of professionalism from us.  To meet this challenge, all our consultants and distributors go through comprehensive training and development programs, and attend regular classes at a dedicated training centre, in order to help customers to build a brighter life.

We help individuals and families achieve financial security and obtain more choices by providing them with protection and wealth management products and services through professional distribution channels.

HK Financial competitive advantage

  • We provide a comprehensive range of individual life products, including protection and wealth accumulation products.
  • We have multi-distribution channels, including agency, brokerage.
  • The investment funds we offer under the individual unit-linked product and MPF platform have consistently performed well.
  • We are also an experienced third party administrator in the pensions administration business.

Start your plan now

Step 1 Evaluate Your Needs

We assess every aspect of your financial life from saving, investments, insurance to retirement.

Step 2 Define Strategies

We help you set up realistic plans, objectively evaluate alternatives.

Step 3 Choose the Right Products

We work with you to choose the right financial services tailored to your needs.

Step 4 Evaluate Performances

We monitor and assess your portfolio performance to adapt changes.

Step 5 Achieve Your Goals

Having an early start will make it easier to achieve your goals. Start planning today.

People Business

For 20 years, deeply rooted in local culture with global vision, we have delivered clients’ messages to their target audience with a clear understanding of people’s minds.  HK Financial philosophy is to assist you with the allocation of capital among the major asset classes (bonds, stocks and cash), while working to minimize the risk inherent in the securities marketplace.

Bespoke

Start your dream with the help of our professional team.  HK Financial provides an independent, objective approach to asset management with your needs at the forefront. Elements of modern portfolio theory are employed across a diverse roadmap of growth and income investments in an effort to maximize return while minimizing risk.