Wealth management products

Wealth planning

No matter where we are headed to in life, we all need a plan to get there and the financial resources to complete the journey. Whether we are building our careers, protecting our families, providing for our children's education, or accumulating wealth for our retirement, we need a plan to build the finances we need to achieve our goals.

 

HSBC offers financial planning products to help you plan for your retirement, plan for your children's education as well as protect yourself and your family. 

Your wealth

To help you plan for your financial goals, your Premier Wealth Relationship Manager follows a structured approach which begins with a phase of thorough listening. It enables them to understand your needs and risk tolerance, to identify with you a strategy to achieve your goals.

 

Your Premier Wealth Relationship Manager works with you to prepare a plan based on an in-depth financial review to identify your specific financial goals, an analysis of your profile, your expectations and your risk tolerance and your current financial situation.

Ready to apply?

Start the process by requesting a callback. 

Our representative will call you back in 60 minutes1 to proceed with your request.

1Our Wealth Management Team is available from Sunday to Thursday, 9:00am to 4:30pm. If your form is submitted outside of these times, we will call you back on the next working day.

Related products

 

Expand your wealth with a choice of global investment opportunities, designed to deliver growth tailored to you.

 

Whether you're at home, travelling or on the road, we're here to give you the financial support you need should the unexpected happen.

 

No matter where we are headed to in life, we all need a plan to get there and the financial resources to complete the journey.