What problem can we Solve Together?

ACCOUNTING AND TAX SERVICES
Provide a comprehensive suite of professional services including audit, accounting and bookkeeping, and taxation.
INSURANCE & RISK SOLUTIONS
Deliver bespoke insurance and risk solutions for high-net-worth individuals and corporations.
TRUST OR COMPANY SERVICE (TCSP)
Ensure legal and regulatory compliance and maintain company's administrative, accounting, and financial audit functions.
FAMILY OFFICE MANAGEMENT
Offer comprehensive advice and administrative support for organization's family office management with integrated solutions.
GLOBAL EDUCATION PLANNING
Focus on direct pathways to prestigious global universities, high-end career development, and youth study programs.
GLOBAL HEALTH & WELL-BEING
Provide comprehensive middle- to high-end private medical services tailored for high-net-worth individuals and enterprises.
INTERNATIONAL MIGRATION & PROPERTY
Systematically address the dual challenges of immigration status and property asset planning for high-net-worth individuals.

Partners

Awards & Recognition

Milestone

2014 – 2017
Milestones
  • Founded in 2014
  • Registered as member of Professional Insurance Brokers Association
  • Most Valuable Partner – BOC Life
  • Signed a collaborative agreement with CMB International Capital (CMBI)
2018 – 2019
Milestones
  • Signed a collaborative agreement with China Minsheng Bank HK Branch (CMBC)
  • Most Valuable Partner – BOC Life
  • Top Sales Award-Bronze – BOC Life
  • Hong Kong Premier Financial Planner Award – China Taiping Life
  • Hong Kong's Most Outstanding Leaders Awards – Corphub
2020 – 2022
Milestones
  • Signed collaborative agreements with:
  • China Merchants Bank HK Branch (CMB)
  • Industrial Bank HK Branch (CIB)
  • Chiyu Bank
  • Taishin International Bank HK Branch (TSIB)
  • China Construction Bank (Asia) (PF Service) (CCB)
  • UOB Kay Hian (Hong Kong) Limited
  • Hong Kong Premier Financial Planner Award – China Taiping Life
  • Most Valuable Partner – China Taiping Life
  • Good MPF Employer 2021–2022 – MPFA
2023
Milestones
  • Signed collaborative agreements with:
  • CMBC Capital
  • China Guangfa Bank HK Branch (CGB)
  • Haitong International Securities
  • CITIC Securities Brokerage (Hong Kong)
  • Donghai International (Hong Kong)
  • Orient Securities (Hong Kong)
  • China Merchants Securities (Hong Kong)
  • AXA Prime Partners – AXA
  • Good MPF Employer 2022–2023 – MPFA
  • Elite Broker Award – BOC Life
  • Most Outstanding Cooperative Broker Award – China Life
  • Showcased enterprise by InvestHK
  • Member of the Hong Kong Green Finance Association
2024
Milestones
  • Signed collaborative agreements with:
  • SPDB International Finance
  • Zhongtai International Wealth Management
  • Bank SinoPac Hong Kong Branch
  • China Construction Bank (Asia) (CCB)
  • The Most Outstanding Professional Insurance Brokerage Company of 2024 – Business Innovator
  • Strategic Partner – Chow Tai Fook Life
  • Good MPF Employer Award 2023–2024 – MPFA
  • Good Employer Charter – Hong Kong Labour Department
  • Top Broker Award – YF Life
  • Best of the Champions – BOC Life
2025
Milestones
  • Signed a collaborative agreement with Galaxy International Securities (Hong Kong)
  • The Outstanding Partner – Sun Life
  • Supreme Partner Award – Manulife
  • The Elite Broker Award – CPIC Life (HK)
  • Stellar Award – YF Life
  • Elite Partners Program – AIA
  • Prestige Partner Award – China Life
  • Elite Performer Award – AXA
  • Life Best of the Champions – BOC
2026
Milestones
  • China Pacific Insurance Blue Whale Award
  • YF Life Stellar Award
  • Signed collaborative agreements with:
  • Forthright Wealth Management Limited
  • KGI Investment Management Limited
  • Ele Bank Limited
  • HowBuy Hong Kong Insurance Limited
 

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