關於 Grace

Grace 是一位專業且經驗豐富的 財富管理經理,專注於為 公司商業客戶 和 個人客戶 提供全面的財富管理及保障解決方案。她畢業於 香港大學建築學系,並在建築行業累積了超過十年的專業經驗,尤其在 商業管理、合約協商 和 索賠處理 方面,具備深厚的專業知識與實戰經驗。

Grace 將多年來在建築和風險管理上的專業能力,靈活運用於財富管理領域,為客戶提供量身定制的保險及財務規劃服務,幫助客戶實現 穩健的財務保障 和 長期的財富增值。她願景是成為 商業客戶 和 個人客戶 在財富管理與保障規劃上的 長期合作夥伴。她堅信,透過專業的知識和細緻的服務,能幫助企業在穩健成長的基礎上進一步提升競爭力,同時為個人客戶提供安全無憂的生活保障。

A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.

Grace 主要服務對象

讓Grace來為你提供專業意見!

公司商業客戶
low angle photo of city high rise buildings during daytime
low angle photo of city high rise buildings during daytime

幫助企業平衡成本與保障需求,同時提升員工福利的競爭力。

man standing in front of people sitting beside table with laptop computers
man standing in front of people sitting beside table with laptop computers
打工一族

助上班族在面對生活和工作的挑戰時,依然能夠穩健前行。

協助企業降低經營風險,確保項目順利推進。

其他專業保險需求

專業風險保障及
財富管理方案

專為企業與個人度身訂造

企業保險與員工福利方案設計

個人保障與退休目標的財務規劃

擁有處理各類企業專業保險的豐富經驗

Grace 的專業建議讓我在財務規劃上更有信心,讓我能為退休的財務規劃上,做好準備!

張先生

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
woman in brown long sleeve shirt wearing black framed eyeglasses
woman in brown long sleeve shirt wearing black framed eyeglasses

★★★★★

Grace相關專業資格

  • 保險代理牌照號碼: JJ3055

  • 強積金中介人註冊編號: 158429

People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.