Understanding your goals

Everyone hopes to see their money grow, but you probably also have some specific goals such as:

  • accumulating wealth for your children’s education
  • building a retirement fund
  • preserving your wealth.

The first step in wealth planning is deciding what you hope to achieve. We believe one of the best ways to do this is with the help of your adviser.

What are your goals?

Your financial adviser will work with you to gain a complete understanding of your financial needs and goals and will find ways to tailor and recommend a solution to you.

What’s available to you through Old Mutual International?

Old Mutual International offers a range of wealth planning solutions designed for the Hong Kong investors and internationally mobile clients. Find out more.

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