Services & Enquiries服務與查詢

Tailored Financial Solutions度身訂製的財務方案

What I Offer服務內容

Three Areas of Expertise三大專業領域

01

Private Financial Planning私人財務規劃

Comprehensive, personalised financial roadmaps for individuals, families, and business owners — aligned with your goals, lifestyle, and long-term vision.為個人、家庭及企業主提供全面、個人化的財務路線圖——契合您的目標、生活方式及長遠願景。

1-on-1 Advisory一對一顧問
02

Tax & Wealth Structuring稅務與財富架構

Expert guidance on tax efficiency, family wealth preservation, and the legal and structural considerations that protect and grow what you have built.就稅務效率、家族財富保存及相關法律與架構考量提供專業指引,保護並增長您多年積累的財富。

Private Consulting私人諮詢
03

Wealth Education財富教育

In-depth video courses and exclusive seminars designed to elevate your financial literacy — grounded in real-world experience, not theory.深度視頻課程及專屬研討會,旨在提升您的財務素養——立根於實戰經驗,而非理論。

Online & Offline線上與線下

Packages服務套餐

Work With JoannaJoanna合作

All engagements are tailored to your specific circumstances. Pricing is provided upon enquiry — because no two financial situations are the same.所有服務均根據您的具體情況度身訂製。費用於初步溝通後按查詢提供——因為每個人的財務狀況都是獨特的。

Private Consultation私人諮詢

1-on-1 Financial Advisory一對一財務顧問
Pricing upon enquiry費用按查詢提供
  • Personalised financial review & strategy個人化財務評估與策略
  • Tax efficiency planning稅務效率規劃
  • Investment & retirement guidance投資與退休指引
  • Family wealth structuring家族財富架構
  • Ongoing advisory relationship available可建立持續顧問關係
  • In-person or online sessions線下或線上均可
Enquire Now立即查詢

Events & Seminars活動與研討會

Learn, Connect & Grow Together學習、連結與共同成長

Online Seminars線上研討會

Join live interactive sessions from wherever you are. Engage in real-time Q&As and gain actionable insights.無論身在何處,均可參與即時互動課程。透過實時問答獲取可行洞見。

  • Live sessions via ZoomZoom即時互動課程
  • Recorded replays for members會員可重看錄影
  • Monthly wealth strategy deep-dives每月財富策略深度探討
  • Direct Q&A with Joanna與Joanna直接問答

Offline Workshops線下工作坊

Exclusive in-person workshops in intimate settings — designed for deeper engagement and meaningful connections.親密小圈子的專屬線下工作坊——旨在促進深度參與及有意義的連結。

  • Small group format (max 20 pax)小班制(最多20人)
  • Hands-on financial planning exercises財務規劃實踐練習
  • Networking with professionals與專業人士交流
  • Certificate of completion完成證書
Upcoming Dates:即將舉行: Seminar dates will be announced soon. Register your interest via the contact form. 研討會日期即將公佈。請透過聯絡表格登記興趣。