Take the first step to reaching your goals
Whether it's a dream car, a second home or a fuller pension fund, we can help you match your goals with the right investment.
Our Wealth Portfolio Intelligence Service offers professional expertise to help you build and maintain the ideal investment portfolio while managing risks as you capture global opportunities. Find out more.
Start preparing at an early stage to achieve financial independence.
Enjoy the comfortable retirement you’ve always dreamed of. Whether you’re far from retirement, just a few years away or want to improve your current plan, we can help.
Life is ever-changing. Plan ahead now and enjoy every stage of your life.
Take care of the most important people in your life by putting together a personal financial plan. Get extra peace of mind that your family will be debt-free and able to live comfortably should anything happen to you.
Protect what you have built and pass it on to your loved ones.
Endure all kinds of wealth from generation to generation such as passing illiquid assets, such as a family business or a flat, to your loved ones.
Take the first step in planning for your children’s education.
Set your children up for rewarding and successful lives. Whether you’re paying for their tuition fees or all of their expenses, let’s put a plan together so you have the money to support their future.
Future Planner
Want to review your future planning and see if you're on track to achieving your goals? Get started with Future Planner to gain insights into your planning and see what areas may need more attention.
Risk Profiling Questionnaire
Want to understand your investment needs and risk appetite? Please log on to HSBC Personal Internet Banking or the latest version of HSBC HK Mobile Banking app, and it will take you just a few minutes to complete the Risk Profiling Questionnaire.