PortfoPlus vs SFO

Managing policies across different insurance companies can be complicated and time-consuming. PortfoPlus helps individual users and financial advisors consolidate all policies into a single platform, providing a clear overview of coverage and ensuring support is available when it matters most. - For individuals: A one-stop solution to manage all policies and stay informed about coverage. - For financial advisors: Quickly assess clients' existing policies and offer more precise recommendations. - Smart Insights: AI-powered analysis to identify protection gaps and provide better financial planning. PortfoPlus makes insurance management more transparent and efficient, helping users stay in control of their coverage and make smarter decisions. (Available for individual users and financial advisors from specific corporates only)

匯進理財 SFO 由1986起年我們便開始提供以客人為中心的理財計劃服務，我們現擁有超過500位專業的理財顧問，服務全球超過七萬個客戶。 何謂「滙進」？ 因為同心，協同效應令我們創造了比個人總和更大的效益。 我們的願景 我們是一群優越、專業和盡心的理財顧問 我們的目標 我們用心為客戶服務，在每一個人生階段，我們都為每位客戶提供最佳的理財服務，保障他們的價值與及建立他們的財富。 我們的核心價值 專業 高生產力 主動 以客為專 事業發展機會 我們栽培企業家，我們成功、充滿熱情和努力不懈。我們的經驗可以幫助你找到一個真正充實和成功的人生，在個人和經濟上都一致。 這裏你會找到光明前途，合適的人才由入職到總監級一般會用八至十年，屆時年均收入會介乎二至三百萬港元。