2001  1st Quarter - Issue 1  

What is Financial Planning?   

Financial Planning Service is a process of designing all-round Financial Strategies and making planning decisions that are intended to implement short-and long-term family and individual goals. A Financial Planner is a professional who represents AIG in providing comprehensive personal financial planning to our clients. A Financial Planner will base on client's financial status to establish risk planning, investment planning, saving planning, retirement planning and tax planning.                        <Financial Planning I>

Here is my partition in the Office located at Caroline Center, Causeway Bay.

My office belong to the Challenge District - one of the districts with highest proportion of Financial Planner. I belongs to the direct team of the District Director of the Challenge District, Mr. Terence Yee.

As you can see in the picture, we need to by the computer and stationery by ourselves as we are having a partnership relationship with the company. We are self-employed.

Challenge District Annual Dinner 2000   

The Dinner was held on 11th Jan 2001 at the Ballroom of Mirama Hotel. On that night, there were nice food, exciting games, and award presentations . Here we got our performance award packed in Li See. 

Team Photo

More information about:        AIA       AIG      AIA Funds

If you and your friends have  any Enquiries about Insurance and Retirement Planning, you are welcomed to E-mail Me at "hong@insurer.com"

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