Bac (Hons) International Finance

With over 10 years of industry experience, we specialize in providing comprehensive and professional services in financial planning, loan advisory, estate planning, and asset management. Leveraging deep market insights and tailored solutions, we are dedicated to helping clients optimize resource allocation, achieve financial goals, and ensure sustainable growth and wealth preservation. 

国际金融荣誉学士学位

拥有超过10年的行业经验，专注于为客户提供全面且专业的财务规划、贷款咨询、遗产规划和资产管理服务。通过深入的市场洞察与个性化方案设计，我们致力于帮助客户优化资源配置，实现财务目标，并保障财富的可持续增长和传承。 

Working Capital

We specialize in providing professional loan facilitation services, collaborating closely with multiple banks to design tailored commercial loan solutions. These include term loans, letters of credit, invoice financing, and project financing, empowering businesses to optimize their cash flow and drive sustainable growth.

Property Financing (New Financing and Refinancing)

We are dedicated to offering professional loan facilitation services, working in partnership with numerous banks to deliver optimized mortgage financing solutions. Our expertise ensures clients are efficiently matched with the most suitable banking resources, simplifying the process of securing financing for property-related needs.

Short-Term Bridging Loans

We collaborate with angel investors to offer professional financing solutions for clients with short-term funding requirements. By utilizing unencumbered properties as collateral, we enable clients to quickly access bridging funds, meeting temporary cash flow needs and effectively resolving financial bottlenecks.

营运资金

我们专注于为企业提供专业的助贷服务，与多家银行深度合作，为客户量身打造最优的商业贷款解决方案，包括定期贷款、信用证、发票融资、项目融资等，助力企业实现资金灵活运用和业务增长。 

物业融资（新融资和再次融资）

我们致力于为客户提供专业的助贷服务，与众多银行紧密合作，专注于抵押贷款的优化解决方案，帮助客户高效匹配最适合的银行资源，轻松实现融资目标。 

短期过渡性贷款

我们与天使投资人紧密合作，为有短期资金需求的客户提供专业的融资解决方案。通过未抵押的物业作为抵押资产，协助客户快速获取短期过渡资金，满足其临时资金周转需求，高效解决财务瓶颈。 

Mergers & Acquisitions (M&A)
We are dedicated to providing comprehensive and professional M&A advisory services to help businesses efficiently execute strategic mergers and acquisitions, driving maximum value creation and long-term growth. Our services cover all stages of the transaction, from strategic planning to deal execution, ensuring our clients achieve optimal outcomes in complex business environments.

Initial Public Offering (IPO)
We specialize in delivering end-to-end IPO advisory and execution services, helping businesses successfully access capital markets, achieve their fundraising goals, and enhance their market presence. With a professional team and extensive experience, we provide full-spectrum support from pre-IPO planning to post-listing management, ensuring every step is efficient, compliant, and robust.

Business Matching
We focus on offering efficient and precise business matching services, enabling clients to identify the most suitable partners and opportunities in competitive markets. By thoroughly understanding client needs, industry trends, and market resources, we create a professional platform for business connections, empowering companies to expand their networks and achieve mutual growth.

Sourcing Solutions
We specialize in delivering comprehensive and efficient sourcing solutions, leveraging professional resource integration capabilities and an extensive supplier network. Our services help businesses optimize procurement processes, reduce costs, and enhance supply chain efficiency, ensuring they maintain a competitive edge in challenging markets.

ESG and Sustainability Reporting
We are committed to providing comprehensive and professional ESG (Environmental, Social, and Governance) and Sustainability Reporting services, helping businesses address the challenges of global sustainability trends and enhance their market competitiveness and reputation. Through our services, companies can not only meet regulatory requirements but also demonstrate their commitment and achievements in sustainability to stakeholders.

Business Trust
We specialize in delivering comprehensive and professional business trust services, dedicated to helping clients protect their assets, optimize financial management, and achieve long-term stable growth. By integrating expert trust structure design with comprehensive management support, we provide businesses with one-stop solutions in a complex commercial environment.

合拼与收购

我们致力于为企业提供全面且专业的合并与收购（M&A）咨询服务，助力客户高效完成战略性并购交易，推动企业价值最大化和长期增长。我们的服务范围涵盖并购交易的各个阶段，从战略规划到交易执行，确保客户在复杂的商业环境中获得最优结果。 

企业上市

我们专注于为企业提供全面的首次公开募股（IPO）咨询与执行服务，致力于帮助企业顺利登陆资本市场，实现融资目标并提升市场影响力。通过专业的团队和丰富的经验，我们为客户提供从前期规划到上市后的全方位支持，确保每个环节高效、合规、稳健。 

商务对接 

我们专注于为企业提供高效精准的商务对接服务，帮助客户在竞争激烈的市场中找到最合适的合作伙伴和商业机会。通过深入了解客户需求、行业趋势和市场资源，我们搭建专业化的商业对接平台，助力企业拓展业务网络，实现共赢发展。 

采购解决方案 

我们专注于为企业提供全面、高效的采购解决方案，通过专业的资源整合能力和广泛的供应商网络，帮助客户优化采购流程、降低成本、提升供应链效率，确保企业在激烈的市场竞争中保持优势。 

ESG与可持续发展报告 

我们致力于为企业提供全面、专业的ESG（环境、社会、治理）与可持续发展报告服务，帮助客户应对全球可持续发展趋势的挑战，提升企业在市场中的竞争力和声誉。通过我们的服务，企业不仅能够满足监管要求，还能向利益相关方展示其在可持续发展领域的承诺与成就。 

商业信托

我们专注于为企业提供全面、专业的商业信托服务，致力于帮助客户保护资产、优化财务管理，并实现长期稳定的发展目标。通过结合专业的信托结构设计和全面的管理支持，我们为企业在复杂的商业环境中提供一站式的解决方案。 

Trust Funds
We provide tailored professional advisory services based on our clients' risk tolerance and financial goals. Our customized financial strategies help individuals and businesses optimize their financial planning and achieve their objectives effectively.

Money Market
We offer professional funds management solutions through the money market, enabling businesses to optimize taxes and maintain financial flexibility while effectively mitigating inflationary pressures. This solution combines the flexibility of current accounts with the high-interest rates of term deposits, providing businesses with a more efficient financial management tool.

Onshore and Offshore Trusts
Through professional trust mechanisms, we assist clients in effectively protecting their assets, mitigating risks from creditor claims and bankruptcy. Additionally, we help clients achieve proper asset segregation and inheritance planning, ensuring steady wealth growth and breaking the cycle of "wealth does not last three generations," laying a solid foundation for their family's future.

Family Office
We are dedicated to providing comprehensive and tailored wealth management solutions for high-net-worth families to ensure long-term asset preservation and growth. By integrating financial management, family succession planning, and personalized services, we help our clients focus on their core business and family vision.

Foundation Services

We specialize in providing comprehensive and professional foundation services for businesses and individuals, helping clients achieve their philanthropic goals while enhancing their social impact and brand value. Through customized solutions and professional support, we ensure the efficient and compliant establishment and operation of foundations, safeguarding the success of our clients' charitable endeavors. 

信托基金

我们根据客户的风险承受能力和财务目标，提供量身定制的专业咨询服务，帮助客户制定优化的财务策略，实现个人及企业的财务目标。 

货币市场

我们通过货币市场为企业提供专业的资金管理方案，帮助企业实现税务优化与资金灵活性，同时有效应对通胀压力。该方案结合了往来账户的灵活性与定期存款的高利率优势，为企业提供更高效的财务管理工具 

岸内岸外信托

我们通过专业的信托机制，协助客户有效保护资产，规避债权人追讨和破产风险。同时，我们帮助客户实现资产的合理隔离与传承规划，确保财富稳健增值，打破“富不过三代”的困境，为家族未来奠定坚实基础。 

家族办公室

我们致力于为高净值家族提供全面且定制化的财富管理解决方案，以实现资产的长期保值与增值。通过整合财务管理、家族传承和个性化服务，我们帮助客户专注于核心事业与家族愿景。

基金会

我们专注于为企业和个人提供全面、专业的基金会服务，助力客户在实现慈善目标的同时，提升社会影响力和品牌价值。通过定制化的方案和专业支持，我们确保基金会的设立与运作高效合规，为客户的慈善事业保驾护航。  

Exclusive Insurance
This is our tailored solution for companies and SMEs. We will review your corporate insurance and provide cost-saving and resource-efficient solutions.

Employee Insurance
Catering to corporate insurance needs, including employee benefits, general insurance, and more.

Key Person Protection
We identify your key person exposure risks and provide suitable solutions.

Professional Indemnity
Safeguarding your professional services against potential lawsuits and claims.

Goods/Trade Insurance
Offering insurance solutions for trade and goods-related needs.

专属保险

这是我们针对公司和中小型企业的解决方案，我们将审核您的企业保险，并提供节省成本和资源效率的解决方案。

员工保险

企业保险需求包括员工福利，一般保险等

主力人物保护

我们将死别您的主力人物暴露风险并提供解决方案

专业赔偿

帮助您的专业服务取得保障，以防止任何前来的诉讼和索赔

货物 / 贸易保险

为贸易和货物需求提供保险解决方案