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About Us

Reliance International Financial Planners

Since 1996, Reliance International Financial Planners Limited (Reliance) has been delivering independent, client-first financial advisory services to professionals, entrepreneurs, and corporate clients across Hong Kong and beyond.

We are not a product distributor, nor are we tied to any financial institution. We are your trusted partner—committed to growing and protecting your wealth through transparent advice, data-driven strategies, and a fee structure that aligns our success with yours.

Three decades of putting clients first

The Principle of Faithful Stewardship

We believe that through astute and prescient investment decisions, we can put your money to work and multiply it.

We are committed to delivering only what we can truly deliver, continuously maintaining and upgrading our professionalism to provide optimal solutions. Our goal is to be recognized as the symbol of confidence, trust, and quality service.

Our Mission

Who We Are

Integrity, Independence, and Long-Term Partnership You can Rely On

Truly Independent – We Work for You, Not for Institutions

Reliance is a fully independent financial advisory firm. We have no affiliations with banks, fund houses, or asset management companies, and we do not run proprietary funds. Every piece of advice we give is guided solely by what serves your best interests. We represent you—not the product providers—and that independence is the foundation of everything we do.

Regulated, Licensed, and Professionally Accredited

We are a licensed corporation regulated by the Securities and Futures Commission (SFC) of Hong Kong, authorized to conduct Type 1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management) regulated activities. We are also registered as a Principal Intermediary with the Mandatory Provident Fund Schemes Authority (MPFA) and hold membership in the Professional Insurance Brokers Association (PIBA), qualifying us to advise on both general and long-term insurance policies.

To ensure the absolute security of your money, neither Reliance nor its staff will ever accept any payment. Instead, all payments are made directly to the relevant financial institutions or their custodians—institutions that are always well known to you.

Our spectrum of services include:

  • Discretionary portfolio management

  • Retirement and education planning

  • Estate and trust planning

  • Family Office Services

  • Tax advisory

  • Incorporation and licensing support for medical and dental professionals

  • Clinic succession

  • MPF consultancy

Whether you are planning for your children's future, preparing for a comfortable retirement, or structuring your legacy for the next generation, we provide tailored strategies that address your unique needs.

Comprehensive Services – From Wealth Growth to Legacy Planning

Meet Our Team

Connect with Our Team

Integrity, expertise, and decades of experience—meet the team that makes independent advice truly work for you.