The Financial Planning Process

 

 

 

 

The Financial Planning Process is a straight-forward 6-step approach which provides you with action plans designed to achieve financial goals and financial health.

 

Establishing

client-planner relationships

Gathering client data

and

determining goals

and

expectations

Determining

the client's

financial status analysing

and

evaluating 

clients information

Developing

and

presenting the financial plan

Implementing

the financial plan

Monitoring the financial plan

Contact us 

Telephone: (852) 2881-3838 

Fax:            (852) 2881-1361

Mobile:       (852) 9021-5703

Job Opportunities:

Email: hr@actiondoitnow.com

李春雷

香港銅鑼灣恩平道28號利園二期17樓

 

Wendy Lee


17/F ,Caroline Centre,

Lee Gardens Two,

28, Yun Ping Road,

Causeway Bay, Hong Kong.


Telephone: (852) 2881-3838 

Fax: (852) 2881-1361

Mobile: (852) 9021-5703

Interested applicants may send their resumes directly to: hr@actiondoitnow.com

 

Note: Our company is an Equal Employment Opportunity employer that adheres to policies that are based on merit and business needs when it comes to hiring, recruitment, compensation, benefits, terminations and all other terms of conditions of employment. Please accept our utmost appreciation for your interest and while we may contact you to request further information, please note that only applicants under consideration will be invited for a

follow-up interview. Candidates without an appropriate visa to work in Hong Kong will not be entertained.

Service Hours

Mon - Fri 

8:30 am to 5:30 pm

 

Sat 

9:00 am to 12:00 pm

 

Evenings by appointment    

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