財務自由,從規劃開始

專業財自規劃,助你達成理想人生

專業、貼心、值得信賴

★★★★★

規劃人生,贏得未來

我們專注於用保險思維幫助您進行全面的財務規劃,從健康到退休,助您實現財務自由的夢想。

專業的財務規劃
貼心的服務團隊

我們的團隊結合專業知識與人情味,為您提供量身定制的財務規劃方案,讓每一步都更有保障與信心。

財務自由規劃

專業的財務規劃服務,助你實現健康、資產和退休的全面規劃。

健康規劃

提供全面的健康規劃服務,確保你的健康與財務狀況相輔相成。

資產管理

專業的資產管理服務,幫助你有效增值資產,實現財務目標。

財自規劃師的專業服務讓我重獲財務自由,真心推薦!

張小姐

A commercial building with multiple signs indicating various businesses, such as 'St. Peter Life Plan' and 'PNB'. Cars and motorcycles are parked in front. The structure is three stories high, with a yellow and brown facade. Pedestrians are walking on the sidewalk.
A commercial building with multiple signs indicating various businesses, such as 'St. Peter Life Plan' and 'PNB'. Cars and motorcycles are parked in front. The structure is three stories high, with a yellow and brown facade. Pedestrians are walking on the sidewalk.
A stylish planner labeled 'Goal Planner' rests on a marble surface. The planner has an elegant design with a pastel pink and peach cover featuring minimalistic black leaf illustrations. Adjacent to the planner is a sprig of dried eucalyptus, adding a natural, calming touch to the scene.
A stylish planner labeled 'Goal Planner' rests on a marble surface. The planner has an elegant design with a pastel pink and peach cover featuring minimalistic black leaf illustrations. Adjacent to the planner is a sprig of dried eucalyptus, adding a natural, calming touch to the scene.

★★★★★

財務自由

專業規劃,助你實現健康與資產的夢想。

A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
An open planner displaying a detailed schedule for Tuesday and Wednesday, including tasks such as creating freelance accounts and organizing activities. A pen is placed on the planner, and the pages are filled with handwritten notes outlining tasks, time blocks, and projects.
An open planner displaying a detailed schedule for Tuesday and Wednesday, including tasks such as creating freelance accounts and organizing activities. A pen is placed on the planner, and the pages are filled with handwritten notes outlining tasks, time blocks, and projects.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
Several overlapping posters with bold text in Vietnamese advertising financial services. Some numbers are highlighted in red, indicating contact information. The posters are worn and layered on a rough urban surface.
Several overlapping posters with bold text in Vietnamese advertising financial services. Some numbers are highlighted in red, indicating contact information. The posters are worn and layered on a rough urban surface.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.