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Plan for Retirement | Wealth Management | HSBC HK
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HSBC makes Retirement Planning easy for you

Everyone has their own vision of their retirement life, what’s yours? HSBC can help to make retirement planning easy for you. Let’s get started.

Eldercare's promise

According to “The Future of Retirement: Bridging the Gap” report, many people are concerned that they may not be able to afford their care expenses in retirement. Hence you need to consider the rising costs of medical and health care when planning for retirement.


Financial Health Check

Want to review your finances and assess if you are on track with your priorities in life? Complete a Financial Health Check online to understand your financial strengths and identify areas that may need further attention.


Risk Profiling Questionnaire

Want to understand your investment needs and risk appetite? Simply logon to HSBC Personal Internet Banking and it will take you just a few minutes to complete the Risk Profiling Questionnaire.


Contact us

By phone

(852) 2233 3733(852) 2233 3733

At an HSBC branch

Find your nearest branch

You can leverage on our easy-to-use online Financial Health Check (FHC) tool to review your finances and assess if you are on track with your priorities in life.

It highlights your financial strengths and identifies areas that may need further attention, in view of your needs across the following five areas:

  • Protecting you and your family
  • Saving for your children’s future
  • Planning for your retirement
  • Managing and growing your wealth
  • Preparing for critical illness

You can make use of our Risk Profiling Questionnaire to help you find out more about your investment risk tolerance.

Disclaimer Select to Expand Select to Collapse

The information as shown on this page is not for sales purpose and it is hypothetical and for illustration only. It is not intended to constitute a recommendation or advice to any prospective customers and is not intended as a substitute for professional advice. You should not act on any information on this page without seeking specific professional advice.


Products and services referred to in this website are offered only in jurisdictions where and when they may be lawfully offered by The Hongkong and Shanghai Banking Corporation Limited. The material on these pages are not intended for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to local law or regulation.


Note: Investment involves risks. Past performance is no guide to future performance. Investors must refer to the respective fund's offering documents for further details of the fund and the risks involved.


Your benefit is subject to the credit risk of the Company. Your premiums paid will form part of the Company's assets. You do not have any rights or ownership over any of those assets. Your recourse is against the Company only. This product is a product of the Company but not HSBC and it is intended only for sale in the Hong Kong SAR.


HSBC Life (International) Limited is incorporated in Bermuda with limited liability, and is one of the HSBC Group's insurance underwriting subsidiaries.