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Financial planning

Take the first step towards achieving your financial goals

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

 

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.

 

Check out our decade-by-decade checklist to learn how you could be making your disposable cash work harder and smarter to secure your future. 

 

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.

Disclosure

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

 

Disclaimer

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