Henry Tso Mun Wai

Education:

Diploma in Economic, HK Baptist College

MBA, Brunel University of West London

Associate Member of The Chartered Institute of Management Accountant

Associate Member of the Institute of Chartered Secretaries & Administrators

Working Experience

Served as CFO & Company Secretary with some public listed organizations.

With abundant experience in financial consulting, company re-organization.

Provide analysis with different perspectives

Provision of Professional Services:

Fund Investment, Business Consultancy, Family Trust,

Key Executive Retention Scheme,

Shareholders’ Agreement, Continuity of Family Business

My Job:

Assist you in establishing your own long term financial objectives and/or retirement plan. Long term planning of your saving with low risk is the way towards abundant, free and stylish life.

Methodology:

With over 10 years’ experience in financial consultancy, Henry specialize in:

Risk management, assets protection, growth and, inheritance.

1. Consider if you are the major income earner and also is the Chief Executive of your Company, what if one day you are not able to look after your business. Your business would collapse and your family loss regular income. Henry identify the key factors in maintaining your business and design plan to protect your assets.
2. With the most appropriate arrangement, you may establish education foundation for your children’s future education and, plan for your abundant, free and stylish retirement life.
3. A good family trust arrangement enhances the continuing enjoyment of your assets by the descendants and their remembrance of your love.

The planning procedures:

1. Identify your long term business, financial and retirement objectives.
2. Your present asset allocation.
3. Compiling alternative plan to achieve the objectives.
4. Select and execute the plan.
5. Monitor the plan from time to time and fine tunes if necessary.

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