Wealth Accumulation

Wealth accumulation through savings and investments aims to increase your net worth so you can use it for both current and future needs and goals. In your peak earning years, you can set aside enough of your income and make that surplus work for your future. The wealth accumulation stage is when you make retirement and family-oriented investments which will affect the rest of your life.

Regular Savings

You may wish to save regularly to build capital for a number of reasons. We can advise you on how to get there.

School Fee Planning

The cost of education is continuously rising. Can you afford the education your children deserve?

Lump-sum Investment

Get into markets at the right time and ensure that your money is working for you, beating inflation and creating real returns.

Property Investment

Create wealth through property investment with the right guidance and a full turnkey solution approach.

Discretionary Managed Service

Take your investments to the next level with an actively managed service by our in-house professionals.

Discover our recommendations for every stage of your life and financial planning journey:

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Corporate Services

Solutions for easy and tax-efficient management locally, with a global perspective

Platinum Financial Services offers a wide range of corporate solutions helping to satisfy a wide range of protection, employee retention and admin needs of a modern company. Our services include group insurance solutions, MPF fund allocation advice and group retirement plans to help you retain talent and run your company smoothly.

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