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Address
5/F Dina House
Ruttonjee Centre
3-11 Duddell Street
Central
Hong Kong
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Phone
29059041
Our objective is to help our clients live the lifestyle they want, without running out of money.
We blend financial planning and wealth management by identifying your goals and building a financial plan to achieve them. Over time, we continually adapt the plan as circumstances evolve, whilst being underpinned by our award-winning Model Portfolio Service offering low-cost, risk optimised solutions in various currencies.