Investment Management Service
When it comes to managing your investments, I believe experience truly matters. Before joining the independent financial advisory firm, I spent years analysing mutual funds managed by top investment companies in the world, gaining deep insights into the strategies that work and doesn’t work across a wide range of client needs and market environments. The ideal choice is to strike a balance by growing the investment above the rate of inflation whilst protecting our capital at the same time.
My Investment Management service builds on the foundation of ongoing holistic financial planning, with a proven investment methodology designed to help investors select quality investments, and develop customised, globally diversified portfolios targeted to achieve between 7-9% annualised return (compounded return) to grow retirement assets and achieve financial freedom with high certainty.
The investments in the portfolio are carefully selected based on a stringent set of criteria whereby they must be safe, always rise in the long term and best of breed.
The goal of the Financial Freedom Portfolio is to grow wealth steadily without having to take on any unnecessary risks.
With the right professional help, you can learn the right investing skills faster and pay less “tuition fees”.
投资管理服务
在投资管理方面，经验至关重要。
在加入独立理财顾问公司之前，我花了多年时间深入分析全球顶级投资公司所管理的共同基金，累积了丰富的实战经验，也深入理解了哪些策略有效、哪些策略在不同客户需求和市场环境下行不通。
在我看来，理想的投资策略是：
在保护资本的同时，让投资回报率跑赢通货膨胀，实现稳定增长。
系统化投资方法，助你实现财务自由
我的投资管理服务以持续性整体财务规划为基础，运用一套经过验证的投资方法，协助投资者：
- 精选优质投资产品
- 建立量身订制、全球分散化的投资组合
- 目标实现7–9% 年化复利回报，帮助累积退休资产，实现高确定性的财务自由
投资组合中的产品会依据严格的甄选标准挑选而出，确保其具备以下条件：
- 安全稳健
- 长期持续上涨
- 属于同类中的佼佼者
财务自由投资组合的目标
稳健累积财富，不承担不必要的风险。
有了专业顾问的协助，您可以：
- 更快掌握正确的投资技能
- 减少因试错而付出的“学费
- 用聪明而安心的方式累积长期财富