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Grasp Opportunities and Create Wealth

Financial Analysis and Capital Appreciation

With in-depth market research and unique insights, our experienced wealth management team analyzes the market prospects in an all-around way as well as developing a portfolio best suited to your needs, in the ever-changing investment environment, to strive for the most desirable return and help you achieve your different life goals.

Wealth Succession

Your dedicated investment team ensures an efficient management of your wealth with a diversified investment portfolio, aiming to preserve and accumulate your assets and build a lasting and sustainable legacy.

Empower Your Ideals

We formulate financial planning solutions for your different life stages, and provide personal financial advices based on your goals, thus enabling you to pursue and achieve your dreams, including overseas education, property investment, early retirement, etc.


Dedicated Team to Provide Financial Advices for You

  • Wealth Management Specialists

    Our professional wealth management specialists implement diversified and consistent investment strategies to achieve the most desirable returns for you through the dynamic allocation of long/short funds, international and regional bonds.

  • Insurance Specialists

    We have long-term partnerships with major insurance providers, providing you with one-stop insurance consulting services, as well as recommending and matching various financial products in Hong Kong to your needs.

  • Financing Specialists

    CFSG provides a wide range of business financial services. Our financing specialists help you grasp opportunities for business growth by offering suitable and flexible financing and loan solutions, including banking services, premium financing, securities margin financing, and overseas mortgage.

  • Overseas Investment Specialists

    With our expertise and solutions, we help you build and manage a robust global investment portfolio, including foreign real estate, overseas funds and bonds.


Comprehensive Financial Services

With more than 50 years of experience in investment and financial services as well as our network across the world, CFSG provides you with a series of diversified investment products and services to build a multi-asset portfolio best suited to your needs, enabling your wealth appreciation.




Global Stock Trading

  • Online Account Opening: Open an account anytime and anywhere in just 15 minutes
  • Watchlist: Create multiple watchlists with real-time monitoring
  • IPO subscription: Receive real-time notification of allotment result
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    eDDA Fund Deposit: 24x7, receive funds within 5 minutes ; no evidence is required
  • Stock Trading: Place an order in 3 steps, and trade stocks as fast as 0.8 milliseconds
  • Lv2 Streaming Quote: Provide price depth, brokerage queues, real-time quotes, transaction record and the analysis of different sectors data





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    Keeping abreast with market information: Publish daily news including the latest market trends and macroeconomic analysis to help you make investment decisions more quickly and accurately

Bonds

  •   CFSG provides you with more than 800 bonds with different payback periods and credit scores in cooperation with many famous financial companies
  •   Carefully selected high-yield bonds bring you the most desirable returns
  •   Increase cash returns, and provide stable and predictable interest income

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Funds

  •   Various funds are available, ranging from the traditional index funds to the trending thematic and quantitative funds
  •   Regular market reports issued by the analysts help you choose suitable funds and develop a tailor-made diversified portfolio
  •   Provide independent market research reports and relevant seminars

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Futures

  •   Products cover Hong Kong Futures and Options (Stock and Gold Futures, HSI Futures and Options, HSCEI Futures and Options, Mini-HSI Futures and Options, Mini-HSCEI Futures and Options)
  •   Futures orders are placed straight-through to the HKATS of the HKFE to attain the highest efficiency

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Life Protection & Savings

Protect your life and grow your wealth


Critical Illness Insurance

Help you cope with sudden illness


Retirement Annuity

Enjoy a joyful retirement with a steady income


Medical Care

Support for medical expenses of you and your family


Investment-Linked Assurance Scheme

Provide both insurance protection and investment options


Travel Insurance

Enjoy stress-free holidays

Banking Referral

CFSG provides you with professional banking referral services, and strives for a higher valuation and favorable mortgage terms by comparing loan interest rates and services among various banks. Furthermore, we help you tackle the problems regarding the mortgage, thus increasing the chances of successful approval and reducing the time taken for approval.

Premium Financing

CFSG helps you improve your liquidity. By using premium financing, extra funds can be freed up for other investments, expenses and retirement.

Margin Financing

Our margin financing service can increase your trading limit to help you achieve the most desirable return, as well as increasing the liquidity and flexibility of your funds. With our securities margin financing service at competitive level, our margin trading clients can enjoy reasonable credit limits to invest in potential shares and capture other investment opportunities.

Overseas Property Mortgage

Whether it is for self-use or investment, our overseas property team and its partners offer one-stop global market information and assist you in seeking, arranging and following up on property mortgage services.

Overseas Properties

  • CFSG seeks, screens, and reviews the best real estate projects globally, offering one-stop services from discovering, visiting, purchasing, to examining, delivering, and providing post-sales professional services. You can become an owner of an overseas property when you don’t even need to leave your home country. Moreover, our services cover all mainstream countries throughout the world, with a wide range of projects, and can thereby meet your various needs including self-use, investment, vacation, retirement, education, asset allocation, tax planning, as well as wealth succession.

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Overseas Education

  • CFSG has a global network of overseas education partners, including international prestigious colleges in Bulgaria, Ireland, Canada, etc. Our overseas education consultants will provide the latest education trends and analysis, and find suitable colleges which match your child. With our professional guidance, you and your child can get closer to your dream college thus taking the first step of the life journey to success. We do not only provide the tailor-made education planning, but also hold seminars regularly in cooperation with top partners in the industry, including Consilium Education, Canada-China Culture and Education Association, etc., which will help you keep abreast of the latest information of the overseas education prospects. Moreover, CASH Club members can enjoy special privileges on the priority access to various events and promotions, enabling you stay on top of the market news.

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Eligibility for Elite Wealth Management

Elite Wealth Management is available to clients who have maintained an average Total Relationship Balance of at least HK$1,000,000 with CFSG. Terms and Conditions apply. "Total Relationship Balance" includes:
•   Market value of investment products (including securities, futures, bonds and funds)
•   Cash and debts (including HKD, USD, RMB)
•   Insurance with savings or investment component (Investment-linked assurance schemes include the total cash value of the polices; other savings insurance policies include the total cash value of the policies or total premiums paid less any annuity payments received (if applicable), whichever is higher.)


Elite Wealth Management - Terms and Conditions

Exclusive Privileges
1. Elite Wealth Management services are provided by CASH Financial Services Group (referred to as "Company", “we” or “CFSG”).
2. As an Elite Wealth Management client, you can enjoy the Company's exclusive wealth management services and discounts on selected products. Details of the products, services and benefits which are available to you have been published on the Company’s website, or can be obtained from your dedicated Relationship Manger. The Company may change, add or withdraw any such products, services and benefits from time to time. Details are also available on request from your dedicated Relationship Manager.
3. The company may offer Elite Wealth Management clients preferential fees and charges and beneficial terms and rates on products and service. Please check with your dedicated Relationship Manager about the prevailing fees, charges, terms and interest rates currently available to you. We may change these fees, charges, terms and interest rate information from time to time without prior notice.

Eligibility for Elite Wealth Management
4. Elite Wealth Management is available to the CFSG clients who have maintained an average Total Relationship Balance with CFSG over the immediately preceding three consecutive calendar months of at least HK$1,000,000 (or equivalent) immediately prior to the commencement of Elite Wealth Management services.

"Total Relationship Balance" includes:
- Market value of investment products (including securities, futures, bonds and funds)
- Cash and debts (including HKD, USD, RMB)
- Insurance with savings or investment component*

*Investment-linked assurance schemes include the total cash value of the polices; other savings insurance policies include the total cash value of the policies or total premiums paid less any annuity payments received (if applicable), whichever is higher.
All these accounts must be held or registered under the same name and identity number.

Becoming and Remaining an Elite Wealth Management Client
5. If you are eligible for Elite Wealth Management in accordance with the clause 4 above, you will be automatically upgraded to an Elite Wealth Management client.
6. After the first six months of Elite Wealth Management, we will review your eligibility for Elite Wealth Management at the end of each calendar month. If you have been unable to maintain a Total Relationship Balance of at least HK$1,000,000 (or equivalent) for the previous three months, your eligibility for Elite Wealth Management will expire at the end of a period of 6 months starting from the end of the previous calendar month without prior notice.
7. If, before the expiry date in accordance with the clause 6 above you are eligible for Elite Wealth Management again, your eligibility for Elite Wealth Management will continue and will not expire.

Expiry or Termination
8. If you are no longer a CFSG client for any reason, you will be no longer an Elite Wealth Management client.
9. On expiry or termination of your eligibility for Elite Wealth Management, you will still be a CFSG client if you continue to hold any account of CFSG.
10. On expiry or termination of your eligibility for Elite Wealth Management, you will no longer be eligible to apply for the products and services which are available only to Elite Wealth Management clients. Any special terms, charges or other benefits available only to Elite Wealth Management clients may no longer apply to you with immediate effect without prior notice.

The Company reserves the right to change any terms and conditions at any time without prior notice. In the case of any dispute, the Company’s decision shall be final and conclusive.

Customer Service



 Hong Kong: (852) 2663 8888
       China: (86) 400 816 3368
 hotline@cfsg.com.hk
 WhatsApp: (852) 9889 1968

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