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Financial planning

Book a free appointment to find out how we can help you get your finances up to par.

When you're sick, you go to the doctor. But where do you go when your financial health needs a check-up?

Our Wealth Experts are standing by to offer you a financial fitness check, helping you to make the most of your money.

We all have a different financial journey ahead, but sometimes it's difficult to know where to start. At HSBC we offer a range of support to help you to stay on top of your finances, every step of the way.

Connecting with a wealth specialist

When you reach out to our financial planning team, the first thing we’ll do is determine whether you would be best suited to working with a wealth specialist or a Premier relationship manager. Once we’ve matched you with an adviser, they’ll set up an initial consultation to discuss exactly what you want to achieve. 

Understanding your goals

You may be looking to speed up the growth of your savings, put some money aside to provide for your family or make preparations for a financially comfortable retirement. Whatever your goals, your adviser will listen carefully and work with you to craft a personally tailored roadmap towards achieving them. 

Reviewing your progress

We understand that your circumstances and priorities may change over time. That’s why your adviser will also offer regular follow-up consultations, to review your progress and discuss any adjustments you might wish to make to your personal wealth strategy. 

Try our savings calculators


Calculate how much you should be putting aside each month to help ensure the best educational opportunities for your children.


Could your money be working harder for you? Try our wealth calculator to find out how much more you could be earning with a personally tailored savings plan. 


It’s never too early to start putting money aside for retirement. Discover how much you should be putting aside to help ensure that your golden years are comfortable and free from financial worries.

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Whether you have existing financial goals or you want a clearer idea about how to manage your money, speaking to a professional financial adviser can help put you on the right track.


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It’s never too early to start learning about financial literacy and responsible spending. Discover some useful tips on starting the conversation and encouraging your child to think about the value of money. 


Invest in your child's future and help them fulfil their educational potential with a good savings strategy.


Read more of our tips and how-to guides for making your money go further.


Listening to what you have to say about our services matters to us.

Make an appointment

Make an appointment with one of our specialists to help plan for your financial future.

Premier customers

Complete an Investment Planning form and your Relationship Manager will get back to you to arrange a financial review.

All other customers

Just give us a few details and we'll be in touch to set up your financial review.


Issued by HSBC Bank Bermuda Limited, of 37 Front Street, Hamilton Bermuda, which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority.

Listening to what you have to say about our services matters to us.