/Hong Kong Insurance
GF Wealth Management (Hong Kong) Limited is registered with the Hong Kong Insurance Authority (HKIA) licensing general and long term (including investment linked) insurance business. We have strong business relationships with a number of insurers in Hong Kong providing insurance products and professional services to our prestige customers. Leveraging our wide coverage service network worldwide, our professional teammates provides excellent service to our prestige clients. We enable our customers to have better risk management and effective wealth succession planning for the next generation.
- Professional services
- Tailor-made
- Customer-oriented
GF Wealth Management provides a wide range of products from different financial institutes in Hong Kong. After understanding the requirements and objectives of our customers, we formulate suitable insurance planning with different product features and company backgrounds for our prestige customers. Our insurers partners include AIA, AXA, YF Life, Sun Life, Manulife, FTLife, BOC Life etc. Major insurance planning includes: Lifelong high end medical planning, premium financing arrangements, global critical illness protection, term life coverage, international education, retirement and annuity arrangements etc.
- STEP 1
Know Your Client (KYC)
- STEP 2
Goal setting
- STEP 3
Financial analysis and preference understanding
- STEP 4
Develop suitable insurance and financial planning
- STEP 5
Assist customers to execute their plans effectively
- STEP 6
Monitoring and continuously provide timely advice to customers