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Get started with financial planning

Let us help you to improve your life savings and increase your confidence in your future by creating a financial plan today.

The sooner you start, the better off you'll be

Life can be smoother financially when you retire if you start planning early. By planning today your goals become more achievable.  

Create your financial plan

Start aiming for your goals today by putting together a seven step plan.

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Related content

Getting started as an investor

 
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How you manage and grow your money is important in financial planning. Get a snapshot of your current finances by taking a quick questionnaire. Then, read the latest advice from our relationship managers and understand potential risk and reward.

How much do I need to retire

 
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Retirement planning is easy to put off, especially earlier in life. Our calculator makes it easy to see how much you'll need to fund your dream retirement. Find out the five reasons why you need to plan and put away money now.

Looking after your family

 
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Looking after family is the main reason people start to plan their finances. See how you can provide for your children and your elderly parents, ensuring your family is taken care of financially - no matter what happens.

Planning for education

 
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With a sound financial plan in place, you are better prepared. See what you need to consider before making a financial plan for education and then assess how much money is needed to achieve this goal.

Your wealth management needs

Retirement

 
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Manage and grow your money

 
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Fund your children's education

 
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Looking after your family

 

More products and information

Investment

 
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Global experts' advice to help you capture global investment opportunities and mitigate investment risks to meet your diversified investment and wealth management needs. Our investment products include: Structured products, Dual Currency Investment and Enhanced Yield Investment, Overseas Investment Plan – Fund (launched by HSBC China), Overseas Investment Plan – Bond (launched by HSBC China, Overseas Investment Plan – Structured Notes (launched by HSBC China), and Local Unit Trust and Hong Kong Mutual Recognition of Funds.

Insurance products

 
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We take into account your protection needs at various life stages to help you find out suitable insurance plans, leveraging on our ability to offer a one-stop platform for your insurance needs.

You could check our insurance partner policies including Health insurance, and Life insurance, and our Online service.

HSBC Insights

 
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In today’s fast-paced financial world, the only way to stay ahead is to be on top of current market events. Tap into our unique market insights and investment analysis to stay informed about the latest trends and regional news with just a few clicks.

Get started

Create your financial plan

 
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Start reaching for your goals today by putting together a plan in a few simple steps.

Get personalised advice

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By phone

For general inquiry (RBWM only)

400-820-3090
Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

Frequently asked questions

What are the basic rules to making investments? 

When should I start financial planning for my future? How should I approach financial planning? 

Where can I get more information about investment products? 

Disclaimer 

Although the above information is carefully written, the bank does not warrant, state or guarantee the accuracy or completeness of the above information. The above information is not and should not be regarded as an offer or purchase invitation for any financial product, nor should it be viewed as an investment proposal.