Company Milestones

Since our founding in 1996, Reliance International Financial Planners Limited has evolved into a trusted partner for professionals, entrepreneurs, and families across generations. Our milestones reflect our unwavering commitment to putting clients first, embracing innovation, and delivering excellence.

1998 - Asset Management Launched

We began managing client assets with a pioneering fee structure based solely on investment performance—aligning our success directly with our clients' returns

1999 - Medical & Dental Incorporation Advisory Begins

We started helping doctors and dentists incorporate their private practices, providing expert guidance on structuring their clinics as limited companies for greater tax efficiency and wealth management benefits

1996 - Company established

Reliance International Financial Planners Limited was established in Hong Kong

2019 - Strategic Shift to Interactive Brokers

We transitioned our business operations to the world's largest online trading platform, Interactive Brokers

2022 - Quantitative Investment Model & Stock Screening System Introduced

We implemented proprietary data-driven investment models and stock screening systems to manage client portfolios, removing emotional bias from investment decisions and enhancing risk control

2026 - First Clinic License Successfully Secured for a Client

We assisted a client in obtaining a clinic license