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Investment Advisory Services
Conducting in-depth research on various investment opportunities, sectors, and asset classes to identify potential investment options.
$
250.00
250.0
HKD
Asset Allocation
Developing asset allocation strategies that balance different types of investments (such as stocks, bonds, real estate, etc.) to achieve the desired risk-return profile.
$
330.00
330.0
HKD
Financial Planning
Providing comprehensive financial planning services, including investment strategies, retirement planning, tax optimization, estate planning, and more.
$
350.00
350.0
HKD
Retirement Planning
Helping clients plan for retirement by analyzing their financial situation, estimating retirement needs, and recommending suitable investment options.
$
500.00
500.0
HKD
Portfolio Management
Designing and managing customized investment portfolios to align with clients' risk tolerance, financial goals, and investment horizons.
$
550.00
550.0
HKD
Tax Planning and Optimization
Advising clients on tax-efficient investment strategies to minimize tax liabilities and enhance overall returns.
$
1,000.00
1000.0
HKD