Reaching A Wide Audience Across The Globe

KLC Client Services

Guidance at All Times

Our Process Covers All Bases

How can you endeavour to retain and manage your hard-earned wealth? How will your retirement pan out? Have you structured your later years well enough? Our experienced team are here to help you find the answers to these questions and build a path toward your financial goals tailored to your circumstances.

Our services are broad ranging and deliver for all aspects of life, from optimising your retirement to planning for your children’s college. Whatever the key requirement may be, we’ll be there to serve you.

We appreciate the importance of spending time initially to listen and get to know you – building an awareness of your personal objectives, current financial situation, investment experience and risk tolerance. It’s also an avenue to build trust and friendship, to make you aware of our capabilities and explain the ways we can help you meet your goals.

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Following this, we will review what you’ve shared with us in order to create your full service financial plan, taking into account the different pieces of your financial picture to make sure they synchronise well together without any gaps or disparities. This step may include communicating with your other professional advisors such as your accountant and lawyer. We present our suggestions to you, respond to your questions, look at alternatives and develop the framework needed to implement your plan.

Next with your approval, we will execute your tailored strategy using the full research and resources available to us. This includes the selection of specific account types, investment packages and additional services, and the administration of all necessary documents.

Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We intentionally hold a close connection with you, so we are in step with your activities and are aware of any challenges in your life that may warrant a revision to your plan.

What We Do For Clients

Financial Planning

If you are considering building a home by the lake or help your son launch a business, you need a well-structured plan in order to succeed. Perhaps you are looking to build your wealth over the coming decade, generate income in retirement or maintain wealth for future generations. Trust in your financial plan comes with knowing your assets are structurally secure. Whatever you’re goals working with us matures your financial independence.

As your expert in the markets we provide a wide-spectrum of comprehensive wealth planning solutions allowing you to chart a detailed course towards a bright and confident future.

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Our focussed planning process balances your short and long-term goals, your tolerance for risk and your point of life, while also keeping a watchful eye on today’s fast paced domestic and global markets. From our perspective, that’s the best way to tailor a comprehensive, varied portfolio that is pliable enough to meet your requirements now and into the future

Our wealth plans provide a high level of personalisation that pattern in your investments to your goals and manage the risk associated with it. We measure each potential opportunity to identify the best ones for you, your family and your goals, while also assisting in managing your liabilities so that you feel reassured in your full financial outlook.

The outcome is a financial strategy that is as dynamic, meaningful and enduring as the lifetime of milestones it represents. In basic terms, we believe our business is people and their financial security, and we are committed to your financial success in the same way as you are.

Business Solutions

You recall all too well the work that goes into building a successful business. It is no shock that a successful transition – whether it be selling all or part of your enterprise or passing it on to an heir – requires significant consideration and planning.

During the time of this important personal and financial event, it’s critical to have someone by your side carefully assessing the deal and keeping your best interests in mind as you cede control of a business that you’ve taken care of for years. You’ll also need to consider how the proceeds will fit into your overall financial and retirement income plan – in a way that streamlines tax outlay.

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We operate with clients to properly evaluate their business, then create a succession plan formulated to maximise its financial value, and address the details essential to all parties concerned. Coordinating with other professionals such as your tax agent and attorney, we strive to develop a comprehensive picture – legal, structural, operational and financial – of your venture. In concert, we make sure that your interests are well represented as you transition out of your business and move on to the next areas of your life.

Retirement and Legacy

We appreciate that there should be limited flexibility when it comes to your long term planning. That’s why we assiduously work to serve as the ultimate custodian for your wealth, simplifying life’s complexities with a broad range of strategies for a customised plan that we believe is the only one you’ll ever require.

Regardless of what point in life you’re at, we can help you pursue financial sovereignty, freedom and the things that matter most to you. Your passage to financial freedom begins now, so let’s get started and enjoy the ride.

Whilst considering your finances and the future, a key factor in this is your age. We utilise the time you have carefully in a measured way, regularly contributing to tax-benefit retirement accounts and increasing savings with matching funds offered by your employer.

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Your objective should be to start developing enough assets to produce adequate income to meet your desires and requirements throughout retirement – building in factors like a longer life, healthcare considerations and inflation. To achieve for this goal, you need a plan. That’s where we can assist.

Regardless of where you work or how this affects circumstances, we assist in managing your cash flow and allocating your assets, working to help you achieve both your short- and intermediate-term objectives without risking your long-term plans.

CREATE A BEAUTIFUL FUTURE

Full Service Financial Advisory

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  KLC Services Limited,
Pico Tower, Gloucester Road,
Hong Kong

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