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.
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.
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
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
Life Protection & Savings
Protect your life and grow your wealth
Critical Illness Insurance
Help you cope with sudden illness
Enjoy a joyful retirement with a steady income
Support for medical expenses of you and your family
Investment-Linked Assurance Scheme
Provide both insurance protection and investment options
Enjoy stress-free holidays
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.
CFSG helps you improve your liquidity. By using premium financing, extra funds can be freed up for other investments, expenses and retirement.
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.
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.