About

Ida is an Independent Financial Consultant. She has been working in the financial industry for over 20 years. During her stay in an European Bank and an international Insurance Company, Ida has been participated in business development in local and overseas markets. Besides, she has been actively participated in operation, sales & marketing, training and strategic planning, etc. By co-operating with various partners, Ida is dedicated to bring diversified, reliable products and lifetime wealth planning services to her customers; and focus on innovative and customised wealth planning solutions for individuals and enterprises in Hong Kong and China. Ida sincerely provides unique wealth management solutions and develops multi-generational wealth solutions, including insurance products and services, fund management, alternative financial planning and other value-added services, in order to create customized, lifelong and trust-worthy succession planning services not only to fulfill customers needs, but also to exceed expectations.

Qualifications

BA(Hon) in Financial Services Chinese Institute of Certified Financial Planner (CICFP) International Professional Will Writer

Interests

Art and Craft, Cooking, Food, Travelling

Product Expertise

Medical Insurance

Savings Insurance

Critical Illness Insurance

ILAS

Life Insurance

Retirement

MPF

General Insurance

Premium Financing

Representing Companies

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