
We provide professional analysis of our clients’ assets, income and liabilities in accordance with their individual requirement and family background. After a thorough understanding of your financial needs, Wing On will supply you with sustainable, comprehensive and practical suggestions.
What are our service areas?
We own a team of well-trained staff with professional expertise, offering all-out assurance and appreciation of your capitals and assets. Our services include:
- Liability management: evaluation of your debts and liabilities, designing payment and solvency strategies.
- Saving and investment planning: through introducing concepts of various currency savings and diversified investments, we ensure you a professional management in light of different investment strategies, minimizing the risk of economic cycles and market fluctuations.
- Risk management: risk management relies much on assessment and analysis. Directing at financial responsibilities, we provide our clients (enterprises or individuals) with professional risk consulting, insurance scheming, as well as claim processing services, effectively shifting the their risk of assuming liabilities.
- Retirement planning: a perfect MPF (Mandatory Provident Fund) and pension scheme not only safeguards the retirement of current employees, but also plays an important role in human resource developments of modern enterprises.
- Taxation planning and arrangement: when faced with taxation problems, clients, proprietors or manufacturers are likely to suffer from great losses due to lack of experiences. With respect, Wing On helps you design a customized solution, effectively freeing you from paying extra taxes.
- Insurance: insurance is a essential strategy of risk management. Through different forms of insurance schemes, our clients are most secured with all-dimensional assurances.
Christina W.S. Cheng has spent over 14 years working with and for financial institutions and corporations. Started off her career with Central Equity and has extensive working relationships with developers and major Private Banks. She moved into financial services industry in year 2000. Held various sales and marketing positions at major financial institutions in Sydney and Hong Kong, including Citibank, ICICI Bank, Resolution Asset Management and LGT, and has extensive working relationships with private investors and fund managers in Asia and Europe. Christina earned her Bachelor and MBA degree at Monash University and AGSM in Australia respectively.
Christina holds SFC licenses in dealing and advising securities and asset management.
Mission :
To deliver high-end services customized to meet clients’ needs, and to produce added value and satisfaction to individual investors.
Business Overview :
- Mutual funds and Bond portfolio
- Education plan for kids
- Saving Plans and Retirement Plans
- Overseas property investment
- Overseas property finance
- Insurance