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Family Financial Planning

Proactively manage your family's income and expenses.

  • 30 min
  • Broadway|Wong Chuk Hang Road|Friedrich-Ebert-Anlage

Service Description

Putting in place a financial plan for your family for current, future and emergent needs, goals too, through the use of life assurance products, medical funds, education plans, and tax-free savings plans. Comprehensive estate planning will also be included in such a financial plan, to ensure clear rules of succession and inheritance, and to most importantly preserve the dignity of your family's estate. An additional focus will be on your financial goals for retirement, and to assess if your current retirement plan matches these goals. We will also delve into your current pension plan, and assess for any needs such as pension transfers or consolidation.


Contact Details

  • Paramount Building, 1501 Broadway, New York, New York 10036, USA

  • AXA Southside, 38 Wong Chuk Hang Rd, Hong Kong Island, Hong Kong

  • Friedrich-Ebert-Anlage 36, Frankfurt, Germany


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