使命 Mission

真誠地為個人和家庭制定專業方案，以期能有效地協助他們達成既定的理財規劃和財富傳承目的。

Prepare professional proposals for individuals and families in good faith, assisting them in attaining their financial and legacy planning goals effectively.

服務範疇 Service

通過了解客戶的需求、背景，和辨識相關的潛在風險後，聯同法律、稅務和信託方面專業團隊，為客戶制定合適和有效的理財規劃和財富傳承方案。

Work with legal, tax, and trust professionals to provide effective, tailored-made financial and legacy plans to clients after understanding their backgrounds and needs, and identifying relevant latent risks.

專業經驗 Experiences

專業會計師，擁有30年香港及國內物業和國內醫療行業的財務及管理方面的工作經驗。因其中有15年常駐北京負責開拓和經營國內業務的寶貴中國經驗，故深諳香港和國內兩地客戶在理財規劃和財富傳承各方面的需求。

I am a professional accountant with 30 years of solid financial and managerial experience in property management and medical industries. I was based in Beijing for 15 years, responsible for developing and overseeing the PRC business. This particularly enables me to have a good understanding of the financial and legacy planning needs of clients in Hong Kong and the PRC.

● 國際理財規劃師 (IFP)

● 英國特許公認會計師公會資深會員 (FCCA)

● 香港會計師公會會員 (CPA)

● 工商管理碩士 (MBA)

● International Financial Planner (IFP)

● Fellow member of The Chartered Association of Certified Accountants,  UK (FCCA)

● Associate member of The Hong Kong Institute of Certified Public Accountants (CPA)

● Master of Business Administration (MBA)

聯絡電話 Contacts：

香港 (HK Mobile)：852-94509228

國內 (PRC Mobile)：86-13601109899