- Home
- Personal Banking
- Financial Planning
- Financial Planning Tools
You are not logged on.
Financial Needs Analysis Tool
How can you ensure your future financial needs are well taken care of? Find out with this tool that assesses your education, retirement, and family protection needs.
Retirement Need Analysis
Want the retirement lifestyle you’ve been dreaming of? Start planning now to make it happen.
Education Need Analysis
You want the best education for your kids. Make sure you can afford it – find out how much you’ll need in a few simple steps here.
Protection Need Analysis
Make sure you’re prepared for any uncertainties in the future, and ensure your family is well provided for, with our Protection Needs Analysis calculator.
This financial need analysis is made available to you by HSBC Bank (China) (named as "The Bank" hereafter) as a self-aided tool to help you understand and make your own planning for your financial needs. The Bank cannot and does not guarantee its applicability or accuracy in regards to your individual circumstances. All calculation results of the financial need analysis are for your reference only, and should not be construed as financial advice, recommendation, an offer, solicitation, advice or promotion to buy or sell any products. The Bank makes no representation or warranty of completeness, correction, or accuracy of any above analysis, nor is any responsibility of any kind accepted with respect to consequential loss and damage arising from the use of this tool.
- Call us on:
800-830-2880
(or +86-20-83918133 if outside of mainland China or using a mobile phone).
You are here:
