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Life Term Financial Plan
Whatever stage you’re at in your life, you’re always hoping for a better and brighter future. By starting your financial planning earlier, you could better ensure that your future goals are met.
New Starter
With youth on your side and a whole life ahead of you, starting a financial plan now will help you achieve everything you’re dreaming of for the future.
Insurance
Deposit and Investment
Mortgage
Retirement
Couple
Just married? You may not be thinking about your expenses for your children yet but you’ll still need a financial plan for your future needs. It’s never too early to start thinking about retirement together.
Insurance
Deposit and Investment
Mortgage
Retirement
Family
As excited new parents, you will have more financial responsibilities than ever before. Take the time to rethink your financial plan and give your children the best future possible.
Insurance
Deposit and Investment
Mortgage
Retirement
Education
Middle age
Having a family means additional responsibilities and your financial needs may be changing as your children grow up. It might be a good timing to review your investment and savings plans to see how they meet your expectations.
Insurance
Deposit and Investment
Mortgage
Retirement
Education
Pre-Retirement
As retirement age approaches, your children should be entering the workforce and thus might be less dependent on you. It would be the right time for you to have a look of your retirement plan to ensure if it is sufficient to support your future lifestyle.
Insurance
Deposit and Investment
Retirement
Retirement
Ideally, at this stage, you would have enough to support your lifestyle even as you’re no longer working. Your financial needs are now very different from what they used to be. You should try to give your plans some thought and see if any changes are needed to suit your new lifestyle.
Insurance
Deposit
Note: The Bank does not offer financial planning service. The above information is for reference only, and does not constitute and may not be deemed as any advice or suggestion from the Bank on financial planning or any offer, proposition, invitation or solicitation to buy or sell any product. Please consult your own financial planning advisor and plan your own financial future according to your own and family situation.
- Call us on:
800-830-2880
(or +86-20-83918133 if outside of mainland China or using a mobile phone).
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