Are you having a hard time managing your money, then a financial planner or advisor might be exactly what you need. Little Steps has done its research and found the best financial planners in the city! We also give you a breakdown of what a financial planner is, what they do and how to know if you need one.
Key Questions Around Financial Planners / Advisors?
What services do Financial Planners handle?
What KEY Questions To Ask Your Financial Planner?
How Do You Know If You Need A Financial Planner?
MORE KEY PERSONAL FINANCE ARTICLES FOR PARENTS IN HONG KONG:
For over 70 years, Franklin Templeton has helped large institutions and individual investors achieve their financial goals. The financial planners at Franklin Templeton are dedicated to delivering their clients with better outcomes. One of the main reasons why millions of clients in more than 160 countries have entrusted them with their investments, making them one of the world’s largest asset managers with US$1.55 trillion in assets under management.
Franklin Templeton, https://www.franklintempleton.com.hk/en-hk/investor/
Surely you will find the financial planner at AIA as they have around 20,000 financial planners serving more than 3 million clients! Their financial planning team is committed to offering their customers comprehensive insurance and financial solutions. Allowing their clients easier management of their wealth and health, leading to a happier life!
Friends Provident International's primary goal is to help you make your financial security easier to achieve. They have over 40 years of experience in the international life assurance market. They offer savings, investment, and protection solutions to customers in Asia and the UAE. With offices in Dubai, Hong Kong, Singapore, and the Isle of Man, they have staff worldwide dedicated to helping their clients fulfill their financial goals.
Friends Provident International, https://www.fpinternational.com.hk/index.htm
Wealth Management Group (WMG) is a financial management firm offering investment, insurance, legal, and commercial, administrative services. Their clients are individuals, companies, and families. Their expert wealth managers help their clients execute their financial objectives to reach their goals. WMG helps its clients define and then refine their vision of the future and their values.
Wealth Management Group, https://wmg.com.hk/
Thornton Global Wealth Management Limited is one of the largest Independent Financial Advisory firms in Hong Kong, and they are dedicated to putting their clients first! They offer a wide range of services and products to meet each client's financial needs through all stages of life.
Thornton Global Wealth Management Limited, https://www.thorntonglobal.com/en/home/
Prudential has been offering the people of Hong Kong expert financial planning since 1964! They offer a wide range of financial planning services and products, such as individual life insurance, investment-linked insurance, retirement solutions, health and medical protection, general insurance, and employee benefits to protect over 1 million clients in Hong Kong.
Wealth experts St James's Place will help put your finances on the right track and save for a bright future. This FTSE-100 wealth management business offers personalised advice on financial, investment and tax planning, designed specifically for your lifestyle goals and stage of life. No single investment house has a monopoly on investment expertise, and SJP works with external managers to manage their funds.
St James's Place, https://www.sjp.asia
Winland Wealth Management, http://www.winlandwealth.com/
Fidelity International, https://www.fidelity.com.hk/en/
LEO Wealth, https://www.leowealth.com/
The Fry Group, https://www.thefrygroup.co.uk/hk/
Little Steps Asia knows what families need.
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