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ACCOUNTING AND TAX SERVICES
Provide a comprehensive suite of professional services including audit, accounting and bookkeeping, and taxation.
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INSURANCE & RISK SOLUTIONS
Deliver bespoke insurance and risk solutions for high-net-worth individuals and corporations.
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TRUST OR COMPANY SERVICE (TCSP)
Ensure legal and regulatory compliance and maintain company's administrative, accounting, and financial audit functions.
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FAMILY OFFICE MANAGEMENT
Offer comprehensive advice and administrative support for organization's family office management with integrated solutions.
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GLOBAL EDUCATION PLANNING
Focus on direct pathways to prestigious global universities, high-end career development, and youth study programs.
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GLOBAL HEALTH & WELL-BEING
Provide comprehensive middle- to high-end private medical services tailored for high-net-worth individuals and enterprises.
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INTERNATIONAL MIGRATION & PROPERTY
Systematically address the dual challenges of immigration status and property asset planning for high-net-worth individuals.
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Partners
Awards
& Recognition
View All Awards
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
+1 more
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
+1 more
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
+10 more
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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