Do you ever feel like you could be doing more with your money? Many of us do, but sometimes it’s difficult to know where to start. At HSBC Bermuda, our dedicated financial planning services can offer expert advice and guidance to bring you closer to the financial goals that matter to you.
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
Saving for your child’s education
Calculate how much you should be putting aside each month to help ensure the best educational opportunities for your children.
Grow your wealth
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.
Plan for retirement
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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