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Financial planning

Helping you to grow and protect your finances

What is financial planning?

Financial planning is important if you want to grow and protect your wealth. To help get you started, our local specialists and global research cover everything from funding your children's education to ensuring you can enjoy life when you retire.

Guide to financial planning

Financial planning is essential if you want to make the most of your money - to grow it, protect it and use it to achieve your goals.

A lot of people think it's complicated but we will listen and work with you to help you plan for the future. Our Wealth Specialists or Premier Relationship Managers will meet you to discuss your aspirations, review your current financial situation and help you plan to achieve your goals, whatever they may be, at no cost to you.

Your goals

Your wealth management needs are unique. You may have many financial goals. Some might even be ambitious ones.

We can work with you to help you achieve these, whatever stage in life you are at. With expert advice and resources from a global network of investment professionals, HSBC can help you develop a wealth management strategy suited to your needs.

With an HSBC Premier Relationship Manager or Wealth Specialist you will discuss your current circumstances and financial commitments, and your aspirations. Our team can help you to grow and protect your wealth.

Education planning

From private schooling to studying abroad, the cost of education can be high. So it's important to plan ahead if you want to give your children the best start in life. The earlier you start, the longer you will have to build a pot of funds to cover all the costs.

You will also have more time to research all your options before you decide where you want to send your children to school - and whether you can afford it.

Retirement planning

Most people hope to retire early. To make sure you can afford to stop working when you want and to avoid a shortfall in your retirement savings, you need to keep your finances in good shape.

An HSBC Premier Relationship Manager or Wealth Specialist can help you determine how much you will need to support your future lifestyle. Before making an appointment, here are some key things to consider:

  • Where do you want to live when you retire?
  • Could you retire early?
  • Are there any major expenses on the horizon?
  • Have you written your will?

Managing and growing your wealth

As an investor, you want to build and protect your wealth. You may also wish to generate a regular income from that.

Our Premier Relationship Managers and Wealth Specialists will help you choose the right solution. By selecting from a variety of available investments, and with consideration for your tolerance for risk, you can create an investment portfolio that will help you to meet your unique financial goals.

Make an appointment

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


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