Services

Review 审查

Step 1

Our Certified Financial Advisory will review clients current financial situations.

专业的理财顾问帮顾客审查，目前的经济状况。

Gather Information 

咨询

Step 2

To obtain the best result, our Financial Planner will gather more specific goal and values, as well as clients' objective.

财务规划师会质询顾客的目标和价值，以便了达到最佳的效果，

Analysis

分析

Step 3

Evaluate the data collected, to offer comprehensive and unparalleled financial advice and planning specially tailored to help clients achieve his/her financial goal.

​根据顾客目前的财务状况，拟定一份全面性与无以伦比的理财规划方案。

Debts Solution

债务方案

Step 4

Our wide suite of products and services allow us to optimize our client's financial planning strategies. Helping customers to reduce 70% commitment and save 60% interest. 

广泛的产品和服务，可以让我们提供更完善的理财策略，帮助顾客减轻每月负担高达75%及节省60%银行利息。

Wealth Creation & Protection

创造财富 & 保障未来

Step 5

With years of experience, Our Certified Financial Advisory has the capabilities and expertise to create wealth planning for your future and earlier retirement life.

我们专业的理财师，会提供你有效的风险管理, 迈向经济独立有美好的未来和退休生活。

Implementation

​检测执行方案

Step 6

Implement Debt to Wealth program. Getting permission and having the plan implement effectively and efficiency.

帮顾客检测，以便理财规划方案有效的执行。