關於 Finsider

為您在香港的財務旅程注入力量,提供度身規劃與專業指導。

person using laptop on white wooden table
person using laptop on white wooden table

團隊介紹

探索我們在財務規劃領域的成長歷程,與客戶一同邁向成功的故事。

Aaron Lee

BFPA 香港傑出財務策劃師大獎(全港冠軍)
此項殊榮旨在表揚在財務策劃領域展現卓越專業能力與敬業精神的顧問,肯定他們為客戶提供優質服務與建議的貢獻。

OYSA 優秀青年營業員獎
此獎項專為表揚在銷售領域展現出色表現及潛力的年輕專才,為業界新一代樹立標竿。

法學碩士(Master of Laws)
具備法律與財務的雙重知識與視野,協助客戶在資產增值的同時,預防潛在的法律及監管風險。

香港證監會持牌人士(HK SFC Licensed)
持有證監會牌照代表專業人士承諾遵守最高的金融規管標準,能在合法合規的框架下自信提供專業服務。提供證劵交易及意見

OYSA 優秀青年營業員獎
此獎項專為表揚在銷售領域展現出色表現及潛力的年輕專才,為業界新一代樹立標竿。

Kennis Cheng

客戶回饋

聽聽我們客戶如何分享他們的理財規劃體驗。

Finsider 為我度身訂造理財策略,成功實現了我的財務目標。非常推薦他們的服務,對於想在香港穩固未來的人士來說絕對值得信賴!

Ashley Wong
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.

Hong Kong

與 Finsider 合作徹底改變了我對財務的看法。他們在財富管理和退休規劃方面的專業知識無可比擬,令我對自己的財務未來充滿信心!

A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
Chris Lam

Hong Kong

★★★★★
★★★★★