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Get started with financial planning

Let us help you to improve your life savings and increase your confidence in your future by creating a financial plan today.

The sooner you start, the better off you'll be

Life can be smoother financially when you retire if you start planning early. By planning today your goals become more achievable.  

Create your financial plan

Start aiming for your goals today by putting together a seven step plan.

Related content

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How you manage and grow your money is important in financial planning. Get a snapshot of your current finances by taking a quick questionnaire. Then, read the latest advice from our relationship managers and understand potential risk and reward.

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Retirement planning is easy to put off, especially earlier in life. Our calculator makes it easy to see how much you'll need to fund your dream retirement. Find out the five reasons why you need to plan and put away money now.

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Looking after family is the main reason people start to plan their finances. See how you can provide for your children and your elderly parents, ensuring your family is taken care of financially - no matter what happens.

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With a sound financial plan in place, you are better prepared. See what you need to consider before making a financial plan for education and then assess how much money is needed to achieve this goal.

More products and information

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Global experts' advice to help you capture global investment opportunities and mitigate investment risks to meet your diversified investment and wealth management needs. Our investment products include: Structured products, Dual Currency Investment and Enhanced Yield Investment, Overseas Investment Plan, and Local Unit Trust and Hong Kong Mutual Recognition of Funds.

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We take into account your protection needs at various life stages to help you find out suitable insurance plans, leveraging on our ability to offer a one-stop platform for your insurance needs.

You could check our insurance partner policies including Health insurance, and Life insurance, and our Online service.

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In today’s fast-paced financial world, the only way to stay ahead is to be on top of current market events. Tap into our unique market insights and investment analysis to stay informed about the latest trends and regional news with just a few clicks.

Get started

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Start reaching for your goals today by putting together a plan in a few simple steps.

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Although the above information is carefully written, the bank does not warrant, state or guarantee the accuracy or completeness of the above information. The above information is not and should not be regarded as an offer or purchase invitation for any financial product, nor should it be viewed as an investment proposal.