Welcome Valued clients and friends,


First, let me just introduce myself, my name is Marcus, i'm a Financial Planning Specialist representing HSBC Insurance, an exclusive personal financial service entity by HSBC bank group. I've been in the industry coming 3 years and i serve specifically 2 groups of clients, Individual (Single,Married, Married with Children) and Corporate.

For Individual customers:
Wealth Protection (Insurance Planning)

• Perserving Current Assets
• Replacing Future Earning Potential

Wealth Accumulation (Creating a portfolio of Savings & Investment)

• Savings
• Children's Education Planning
• Retirement Planning
• Investment Planning

Wealth Distribution / Others

• Will
• Trust
• Mortgage Refinancing (All Banks)

For Corporate:

Keyman Protection

• Managing Risks associated with Key Personnel

Gratuity Program

• Customise attractive bonus packages to inspire talent retention

Comprehensiive Employee Benefit

• Boost employee care by providing adequate medical and life coverage for staff

This is my first post on the new financial planning services that i so passionately believe in. So on that account, i've decided to share various ideas which has benefitted not just myself but many of my clients' life.

Dream > Plan > Track >

I take a different kind of approach to financial planning called Dream > Plan > Track >. It starts with your dreams, not just the numbers. My unique approach is designed to help you manage the financial needs you have today while planning for tomorrow's dreams.

Define your DREAM

We'll discuss about the needs you have today and your dreams for tomorrow, from having sufficient for your children's education to saving for a comfortable retirement. Together we'll determine where you'd like to go, what you'd like to do and where you'd like to be in years to come.

Develop your PLAN

I'll tailor a financial plan based on a clear understanding of your needs, situation and goals. Then, determine the right combination of products and services needed to implement your financial plan.

TRACK your progress

Your needs and goals evolve over time. Through our ongoing relationship, we'll revisit your plan and make adjustments to your strategies and tactics, helping you stay on track.