Having lived in three countries and traveled to more than 20, I listen to people and, with many dreams and aspirations, I help you identify important life goals by understanding your unique personal needs and risk appetite. I will then assist you in developing a strong plan that will guide you throughout your working life and retirement

What do you need to consider

1. It's about knowing yourself -- your financial ambitions, your risk tolerance, your spending behavior, and your life goals.

2. It's about protecting the two most valuable things you own -- your life and your health -- and then investing to build long-term wealth.

3.It's not a panacea. Your life is constantly changing, and so are your goals. You need to review your plan periodically.

4.Life is a journey, and so is your financial planning. Our professional team can guide you every step of the way.

5. Know your Needs - At the beginning of your journey with us, we will take the time to get to know you, your unique needs and goals to get a complete picture of your current financial situation. This will include helping you understand your attitude to risk and helping you set goals.

6. Create your Plan -- From here, our team of advice and research will work together to design a financial plan to help build, protect and manage your wealth. The plan will guide you through strategies designed to maximize your current position and through investment choices that will help you achieve your financial goals.

7. Put your Plan into Action - After a thorough customer consultation process and discussion of the financial plan, we will implement the advice we provide to meet your specific requirements.

8.Monitor your Progress - The key to long-term success of financial planning is continuous management. As your priorities change over time, we are committed to working with you to fine-tune your plan and help you achieve your goals along the way.

9. Your plan will show you how, as your trusted partner, we will monitor, review and secure your future, ensuring that changes in the economy, legislation and your personal circumstances are taken into account and adjustments are made as needed.

My background?

I am a globally experienced professional specializing in portfolio building, manager research and selection, asset allocation, and service.

WORK

CIM Investment Advisory Co., LTD

EDUCATION

Hong Kong Baptist University