Retirement Planning Service

HSBC Retirement Planning Service is a one-stop service featuring of systematic retirement financial planning consultation, customized retirement planning portfolio, and retirement planning value added services based on the advanced financial
know-how of over 140 years’ expertise.

Retirement Planning Specialist

Enjoy personalized service from qualified Retirement Planning Specialist who is ready to serve you. These trained professionals are available to analyze your needs and financial goals, and empower you with a tailor-made portfolio that can help you achieve the retirement you desire and bring about peace of mind.

Comprehensive Retirement Planning Review

Our thorough Retirement Planning Review can help you determine whether you have enough for retirement and how long your wealth will last during retirement.

By testing your retirement portfolio against expected time of retirement, duration of retirement, and your investment style, you create your retirement plan by risk-diversified portfolio based on the various annuity insurance products, lifecycle fund customized upon your time of retirement, and MIP or funds linked with market situation. Upon completion of the review, a detailed report will be presented to you which indicate the goals required to achieve your ideal retirement life. Our Retirement Planning Specialist will customize a comprehensive retirement plan after analyzing the report with you. The report can be used as a guide to help you keep track of your progress and achieve your goals.

Will Writing Service / Tax Consulting Service

Through the long term experience and know-how, HSBC offers comprehensive services to ensure not only your financial needs but also non-financial needs in your golden years of life.

* For the above service details, please contact a Financial Planner or Personal/Private Banker.