Fee-only financial planning means our professional Financial Planner works directly for you to determine your goals and develop a plan to achieve them. You only pay for the financial planning advice and ongoing review without implementation. In regards to your investment portfolio, you can leave it where it is and do not need to transfer your investment assets over. This means you can maintain your existing relationships with your banker and investment advisor.
We offer a complementary initial consultation to give you the opportunity to meet us.
理財策劃服務，我們具備認證資格的個人理財策劃顧問專門為客戶做理財規劃和投資檢視。這表示我們真的是客觀的為您的利益，收費只針對理財策劃，和專業的金融理財建議。您既有的投資組合，不一定需要轉過來瑞光。也就是說，還是可以繼續留在原來的地方，保持和銀行或証卷投資公司的關係。
為幫助您瞭解此項服務的内容，我們第一次的咨詢會議是免費的。
Depends on complexity, we have three packages:
依照客人的情況，複雜程度，我們有三個收費方案：
Alternatively, if it is determined in the initial consultation that these packages would not meet your specific needs, we wll provide a customized package that will fit your unique situation.
如果您覺得這三個方案都不適合，沒關係，我們可以一起擬定一個特別爲您量身定做的理財服務和收費方法。請和我們聯絡。
Radiant Private Wealth’s goals are to Protect, Grow, and Transfer clients’ wealth. We don’t sell fancy but risky products.
To stay true to our value “Put Clients’ Interest First”. We are ahead of the industry standard with openness and transparency. Our clients have complete freedom to reposition or transfer their investments without any restriction. Clients appreciate our professionalism and the value we create for them with great satisfaction.
瑞光私人理財的使命在幫助客人的財富“保值”，“增長”，和“傳承”。因此，我們絕不賣任何花俏和高風險產品。
為實踐”以客戶的利益優先“的理念，我們追求比同業界更高的標準，重視給客戶的訊息開放而且透明。我們很自豪我們的客戶有完全的自由。 即使選擇離開或關戶，也不會因爲另外收費，造成不快。客人能夠感受到讓我們爲您理財的專業服務品質和創造的價值，提高滿意度。