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Financial planning

Grab every opportunity to set your course in life

HSBC's Wealth Management Service

  • Our global expertise that connects you to global investment opportunities
  • Our Wealth Relationship Managers use a goal-based approach to create a financial plan suitable for you
  • Track the progress of your investments through Personal Internet Banking

Financial planning products

Protection for you and your family

Every day we strive to provide the best for our families, but life is unpredictable. No matter how hard we try, unexpected events can undermine everything we have worked for. However, with careful planning, you can safeguard your family financially against whatever mishaps the future may hold.


View the Power of Protection Report (PDF, 6.3 MB).

Planning for your children's education

Every parent wants to give their children the best possible start in life on the road to a successful career. A good career for your children starts with you. With education costs increasing, you need a good financial plan if you want to give your kids the bright future you expect for them.

Planning for your retirement

Retirement will be a significant new chapter in your life. A "new beginning" that will bring new opportunities, new freedom and new discoveries. To enjoy it fully you don't want to sacrifice the quality of your life with your family due to constrained finances. Your retirement life can be the exciting, enriching and empowering experience you want, but only if you take the time to prepare for it properly.


View the Future of Retirement Report (PDF, 3.4MB).

Ready to apply?

Need financial advice? For more information on how we can help with your financial planning, start the process by requesting a callback. Our representative will call you back in 60 minutes1 to proceed with your request.

This information is neither an offer to sell, purchase or subscribe for any investment nor a solicitation of such an offer. This information is general and does not take into account a person's individual circumstances, objectives or needs. Investments carry risk and values may go up as well as down. Before you make any investment decisions, you may wish to consult a financial adviser. Please visit any of our branches or contact your relationship manager to make an appointment.

1Our wealth management team is available from Monday to Friday, 9:00 to 16:30. If your form is submitted outside of these times, we will call you back on the next working day.

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