"你的人生目標應該主導你的投資策略，而不是相反。"
初入職場期
What are the financial goals for your early twenties (20s) to around the mid-thirties (30s)?
職業發展期
What are the financial goals for your mid-thirties (30s) to the mid-fifties (50s) during this important life stage?
職業積纍期
What are the financial goals for your mid-fifties (50s) to the early sixties (60s)?
職業頂峰期
What are the financial goals for your late fifties to the early sixties (60s) and beyond (...)
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We DO NOT sell financial products, we empower clients to take control of their money by themself and offer tailored solutions to grow money in a safer manner to meet their financial needs. The fee-based business approach mitigates ethical risks associated with traditional commission-based advisors, ensuring real clients’ interests centered, and transparent financial guidance.
我們不出售金融產品，而是賦能客戶自己掌控投資決策的能力，並提供客制化的解決方案，幫助客戶達成個性化的財務需求。與傳統佣金制度顧問不同，我們收取合理的咨詢服務費，解答您感興趣的金融產品與服務的詢問，最大化剔除道德風險。收入來源不依賴於佣金收入的業務模式，能確保客戶最大程度得到客觀理性的投資決策建議，避免落入金融陷進造成巨額損失。