Schedule FREE Appointment NowOur Unique Process
Step 1: Understand your objectives Step 2: Understand your current situations Step 3: Understand and Implement the plan We Promise and Guarantee
1) You will get a written financial plan 2) Every appointment would be reserved in advance, there WILL NOT be sudden phone calls. 3) You can always end the service whenever you think it is not suitable 4) You entitled lifetime FREE resources and e-Books listed in www.giffordchen.com Price: HK$2,000 for 1 year tailored service and advice for retirement and succession planning. (only payable if you agree to work with us after first 30 minutes free online meeting) Free of charge for children education planning until 31 Dec 2023 Examples of vehicle involved in the strategies may include but not limited to: stocks, bonds, real estates, will, trust, insurance, power of attorney, offshore accounts, limited partnership, cashflow analysis and projections, annuities, hyper annuities, ETFs, mutual funds, Investment linked assurance schemes, overdrafts, reverse mortgages, life settlement options, re-financing, premium financing, gold, artworks...etc
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