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What is a financial review?

If you're not sure about the investment products, saving accounts and insurance policies you need, you can schedule a financial review with our advisers.

Financial review

Before your review

Once you schedule a review session, we'll get in touch to understand your short and long-term goals so we can talk about them during the review.

During your review

Based on your short and long-term wealth management needs, we will review your personal finances. Your review gives us the right amount of time to look at your current finances and discuss your financial goals. We will also try to get an idea of your attitude to risk.


After your review

After review, you decide whether your financial goals can be achieved based on your actual financial status; if we recommed improvements to your plan, you may choose investment or insurance products to further help you achieve your personal financial plan. 

More products and information

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

By phone

For general inquiry (RBWM only)


Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

Frequently asked questions

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.