Case Study
Tax Planning Case Study
Client Background - Mr. Ho Age: 46 Occupation: Doctor Number of children: 3 Property: Bought at HKD6,000,000. Current market value at HKD12,000,000. Assets: Cash, time Deposits and funds Goal: Family immigration to UK SolutionsMr. Ho was an alumni from...
Family Office Case Study
Client Background - Mr. Chung Age: 64 Occupation: Owner of family business Number of children: 3, youngest daughter aged 31 and just had her 2nd child SolutionsMr. Chung was the second generation owner of his family industrial business. As he was reaching the age of...
Trust Service Case Study
Client Background - Mr. Suen & Ms. Suen Age: 43 & 41 Occupation: Mr. Suen is a businessman with different business models. Ms. Suen is a full-time housewife with no financial planning experience Number of children: 2 Assets: Cash, stocks, funds and insurance...
Overseas Property Case Study
Client Background - Mr. Chan & Ms. Chan Age: 40 Occupation: Engineer Status: Married Number of children: 2 Income: Approx. HKD40,000 Property: A 2-bedroom unit in Kowloon bought 10 years ago for residential purpose. Bought at HKD3,500,000. Current market value at...
Migration Case Study
Client Background - Mr. & Ms. Lam Age: 38 & 36 Occupation: Engineer and Teacher Number of children: 2 SolutionsAiming for better education for their children, Mr. and Ms. Lam planned for immigration after several years of money saving. Ms. Lam compared online...
Insurance Case Study
Client Background - Mr. Chan & Ms. Chan Age: 40 & 35 Occupation: Engineer and Teacher Number of children: 2 Family income: HKD100,000. With HKD30,000 surplus after expenses Property: HKD10,000,000 flat, remaining mortgage HKD6,000,000, repayment period 25...
