Grace, an experienced wealth management manager
Tailor-made wealth management and protection solutions
Professional wealth management services specially designed for group insurance and individual clients
Major Scope of Services
Professional group insurance solutions
Personal protection and wealth management
Provide comprehensive risk protection and employee benefits solutions for corporations
Employee benefits
Business risk protection
Legal and compliance support
Specially provide individual clients with education savings, retirement planning, asset growth, and wealth inheritance services
Education savings planning
Retirement pension planning
Asset growth strategies
Professional certifications and academic qualifications
Insurance agent license
MPF intermediary
HKU BSc minor in Finance
QRA® Holder
About me
Grace specializes in designing group insurance plans for corporate clients and providing comprehensive wealth management services for individual clients.
With extensive experience and professional certifications, Grace is dedicated to offering each client the most suitable financial solutions, helping them achieve their financial goals and secure their future.
Service philosophy
Customer-centered, providing professional, honest, and reliable wealth management services.
Services
Corporate Services
Professional group insurance
Comprehensive risk protection and employee benefits solutions:
Employee benefits plans
Business risk protection
Employee safety protection
Mandatory Provident Fund (MPF) schemes
ETC.
Personal wealth management
Providing clients with education savings, retirement planning, asset growth, and wealth inheritance services:
Education savings planning
Retirement pension planning
Mandatory Provident Fund (MPF) portfolio management
Asset growth strategies
Wealth inheritance arrangements
ETC.
Personal Services
Adviser Grace Newsletter
Adviser Grace © 2025. All rights reserved.
Phone/ Whatsapp: +852 9442 0534
Wechat: advisergrace