Investment plan 

A good plan is a basis for creating wealth through investments. You may need to consider two factors when you plan your investment products to create wealth and enhance income in the long run: 

• Tax-free or tax-deferred investment vehicles

• Protection of the investment bottom line

 

We have vast knowledge of many investment vehicles and will help you create a proper investment plan for you and your family.
 

Tax plan
The tax plan is a fundamental component of the investment plan. Taxes are one of the major factors stopping you from creating wealth. You should have a comprehensive tax plan in your hand to guide you on creating wealth. 

We can help you create a comprehensive tax plan to accompany other plans.
   

Retirement plan

The objective of the retirement plan is to create multiple inexhaustible income sources to support your retirement needs and maintain your family’s lifestyle during the entire retirement period. The retirement plan should be created as early as possible. There are normally two stages for the retirement plan:

• Accumulation before retirement

• Distribution during retirement

 

No matter what stages you are at now, you should examine if you have multiple inexhaustible income sources to support your current or future needs. 
 

We can help you work out multiple inexhaustible income sources to meet your future needs.