Financial advice and support, tailored to your needs
No matter how good you are with money, there will be times when you want a little advice or support. That’s why our team of Advance Wealth Managers are more than happy to talk with you in person or over the phone.
Through a Goal Planner discussion, we can help you better understand your financial needs and recommend solutions that would be appropriate to meeting your financial goals. At HSBC, our commitment to fulfilling your needs translates into the way we are measured and rewarded.
HSBC Goal Planner tool for financial needs analysis
With the HSBC Goal Planner, a financial needs analysis tool developed exclusively for you, our Advance Wealth Managers will be able to uncover your banking, borrowing and wealth management needs, gauge your risk appetite, and recommend financial solutions that best meet your profile and financial goals. These could include investments and insurance, among our suite of solutions available.
Market insights and investment analysis
In today’s fast-paced world, the only way to stay ahead is to be on top of current global 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.
30-day reflection period
We understand that important decisions need more time. With HSBC's 30-day Service Pledge, should you change your mind after purchasing any of our eligible products, come back to us within 30 days and we will waive or refund the related fees or charges.
What else should I know?
The value of most investments and any income they generate can go down as well as up, which may result in you not getting back the full amount you invested.
This may in part be caused by exchange rate variations where overseas investments are held.
Investors are advised to carefully consider the special risks of investing in emerging market securities. These investments are potentially more volatile than those in more established markets, and therefore are inherently higher risk.
Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least 5 years.
Some investments have a fixed term or may not be accessible until you reach your retirement age. For products with a fixed term, you may receive significantly less than your original investment should you make an early withdrawal.
The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.