Is your Provident Plan on Course?
If you are concerned about the performance of your Provident Plan and would like guidance, then please get in touch as we can help. In consultation, we can help you to put in place a plan to help performance over the long-term to help you achieve the goals you set for yourself when you moved to Hong Kong.
Have you Reviewed your Flight Plan?
We use risk-adjusted Asset Allocation models that help you to spread your risk across various regions and asset classes. Broadly speaking, this means using the available region specific, stock, bond, property, multi-asset & money market SFC approved MPF funds and blending them in proportion to a level of risk entirely acceptable and appropriate to you
We show you how to allocate your investments among different asset classes. This is our key strategy to help you minimise your risk and potentially increase your gains. Consider it the opposite of "putting all your eggs in one basket."
What this means in the long-term is that by having a chat with us, we could help you turn around the performance of your plan so that it performs according to your original expectations and help you achieve the financial goal that you had in mind when you started it.
Take a Course Correction Today
We are confident that we can add value to your situation by helping you to make the correct financial and investment decisions whilst providing the potential to generate real growth at a level of risk entirely acceptable and appropriate to you.
Please call today on +852 2824 1083 or make an online enquiry with us for a No OBLIGATION phone consultation and information regarding your CPA Provident Plan.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.