FINANCIAL PLANNING
Creating a financial plan allows a client to evaluate their road to retirement, and determine how current assets and savings will project into future income to accomplish future goals. The key to any successful endeavor originates in a well thought out plan.
As an independent financial advisor, our role in your investment planning it to help you access your needs and goals and work with you to build and manage a portfolio based on the investment principles of wealth allocation. We charge a fee structure that enables our interests to be aligned. By rewarding success our fee structure sets a president against the deal fee model.
No matter what a good investment plan looks like to you, we can help make it happen. We’ll identify the income and actions needed at each step and through our vigilant investment management, financial forecasting, income and tax strategies and a solid plan; you can achieve your goals.
Whether it’s looking for an income or ways to save, we’ve got products for all investment plans. Choose how your money is invested and make changes whenever you like. And depending on your circumstances, track your investments by moving several plans into one. We are accountable, transparent and candid in everything we do. You will always know where your money is invested and how it is performing. We believe communication is as important as investing. We are proud of what we do and we want to share it with you.
We have a deeply embedded culture of service and client centricity. Our team is committed to growing our clients’ wealth and enabling them to live better lives. Our investment approach is hands-on and straightforward. We rely on our own first-hand research, we trust our instincts and we learn from our years of experience in order to create the very best investment portfolios for you
AFO Management Limited. Copyright ©2019. All Rights Reserved. AFO Management Limited is a Hong Kong Corporation located at address: Office Room 1, Level 9 Cyberport 3, Core C, 100 Cyberport Road, Cyberport, Hong Kong. Company Registration No: 2626683. AFO Management Limited Hong Kong are registered dealers with the Securities and Futures Commission (SFC) of Hong Kong. SFC Registration License and Broker Number: BNP280. The rights in the financial market data, quotes, news, research or other information, including graphic images, provided in this website ("information") are the properties of "AFO Management Limited", its information providers or its licensors and are protected by applicable copyright law. The information may not be copied, transmitted, disseminated, sold, distributed, published, broadcasted, circulated, stored for subsequent use or commercially exploited in any manner without the prior written consent of AFO Management Limited . While the information have been obtained from sources believed to be reliable, AFO Management Limited, its information providers and its licensors do not represent, warrant or guarantee the accuracy, completeness, timeliness, reliability or suitability of the information for any particular purpose. AFO Management Limited, its information providers and its licensors will have no tortious, contractual or any other liability to you and/or any third party arising in connection with the use of this website, or reliance on any information or services provided in this website.