Planning Your
Future Together

Platinum Financial Services is an independent financial planning company. We pride ourselves in combining core traditional values of excellent service and sound independent financial advice with innovative client-oriented products and services.

Platinum Financial Services is authorised by the Insurance Authority of Hong Kong. We provide personal financial advice and planning around the following client needs – life, health & critical illness insurance, mortgage, property investment, retirement, fiduciary and tax planning.


An investment in knowledge pays the most interest. Expert advice can give you more confidence in the protection and growth of your wealth.

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When your loved ones depend on your financial support for their livelihood, it becomes clear why health, life and critical illness insurances are a must.

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Asset Protection

With above-average assets, you need above-average asset protection. Shield your wealth from taxes and other, unexpected situations.

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Retirement Planning

Your retirement plan is one of the most crucial financial plans you’ll make in your life, and it is an ongoing process. It’s smarter – and safer – not to do it alone.

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We understand that managing money is difficult.

Let us know where you need help and we will guide you through
the money and investment matters that concern you most.

Corporate Services

Replace your corporate dilemmas and time-consuming obstacles with robust and efficient solutions implemented swiftly and cost-efficiently.

Platinum Financial Services offer a broad range of corporate solutions that satisfy the wide range of protection, employee retention and administration needs of a modern company, including establishing group life, and health and wellness programmes as well as MPF or international group pensions.