OVER 20 YEARS OF
HANDS ON EXPERIENCE
We have the know-how that you need
RELIANCE INTERNATIONAL FINANCIAL PLANNERS LIMITED was founded in January 1996. As the Hong Kong economy took-off since 1970s and experienced very rapid growth, a middle class including entrepreneurs and professionals emerged. While these people made their fortune in life either with their professional knowledge or via their businesses that are built through perseverance and talent, many of them do not know how to manage their wealth.
When commission based reward mechanism is still the mainstream in the industry, our founders envisaged that such a mechanism is unable to eliminate the conflict of interests between our clients and ourselves. As a result, we adopted a fee based mechanism that linked our own interests to those of our clients, right from our early days.
While we may frequently work with other professionals to design the best possible options for our clients, we are neither affiliated with any financial institutions nor professional firms. As we try to collaborate and coordinate, we always keep our minds open to different available options and we only recommend the most suitable option to you.
Our clients include professionals such as doctors and dentists, professors, chief government officials, SME entrepreneurs, and also chief executive and president of publicly listed companies.
OUR PLEDGE FOR SECURITY
Like many other professionals in Hong Kong, we are required to fulfill certain competence requirements both before and after being licensed. Moreover, we are also required to keep updated for a certain numbers of hours every year under the continuous professional development/ training requirements, in order for us to renew our licence.
Check out our services.
Chiny Liu, Principal Adviser
Building on the professional experience in legal and investment management, founders of Reliance strongly believe that only a holistic approach in wealth management that encompass financial/investment advice, accounting/tax services, retirement and estate planning service, can truly satisfy the needs of our clients who are mainly high net worth individuals. Over the past 20 years, we managed to provide professional and yet comprehensive wealth management services to both individual and corporate clients by working with other professionals. We look forward to walking with you closely, becoming your partner in financial matters throughout your life time.
Our business is being supervised by three different organizations including two independent statutory bodies, namely the Securities and Futures Commission (SFC) in Hong Kong and the Mandatory Provident Fund Authority (MPFA). Besides, we are also member of a professional organization, namely the Professional Insurance Brokers Association (PIBA) - one of the approved bodies of insurance brokers authorized by the Insurance Authority pursuant to Insurance Companies Ordinance (Cap. 41), to approve licence to an insurance broker and to regulate the conduct of its members.
© 1996 - 2018 by Reliance International Financial Planners Ltd.
This website is intended to provide general information and guidance for the clients of Reliance International Financial Planners Limited. It does not purport to be comprehensive or to render legal advice.