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CASH Wealth Management Limited

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CASH Wealth Management Limited

Mission statement:

As a diversified financial services company, CASH Wealth Management aims at providing top-notch financial planning and investment advisory services for both individual and corporate clients. Our goals are:

To assist our clients to achieve their financial objectives through an efficient allocation of resources

To assist our clients to make the best choice in regard to various investment vehicles

To surpass the industry standards, in terms of service quality and client satisfaction

Overview:

The financial planning services arm of CASH Financial Services Group - CASH Wealth Management Limited, is a licensed corporation under the Securities and Futures Ordinance and a member of the Hong Kong Confederation of Insurance Brokers. We are determined to provide top-quality financial services for both individual and corporate clients. As a member of an award-winning multi-facet conglomerate group and a reputable business partner of many world-class financial institutions, we are fully equipped to provide a wide range of financial services.

Over the years, CASH Wealth Management has developed our most valuable asset: an elite consultancy force of experienced financial professionals. All of our consultants are well qualified and well trained with a service-oriented mindset. Our continuous efforts to recruit only high caliber individuals have made us become one of the strongest independent financial advisory in the market.

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