You can even arrange a financial planning workshop for you and/or your family member privately, where you can discuss, exercise and plan the family financial matters specific to your family conditions. We have one off-the-shelf program for this private workshop suite, that is:

MY PLANNING, MY FUTURE
A four half-day workshop privately held for a family. The family member participating this workshop will learn a comprehensive aspect of managing their personal (or family) finances. The workshop covers topics on setting up financial goals and managing personal or family cash flow, assets, protection/insurance and investments to achieve that goals. Upon completion of this workshop, the family should have their own financial planning ready and be able to further adjust and develop their own financial planning.

The ultimate goal of this private workshop is to enable you and/or the family member develop their own financial planning by themselves, according to the family values and with guidance from the financial advisor.

CALL US FOR ENQUIRIES.