Hong Kong · Insurance & Wealth Planning

Charlaine Liu 廖曉嵐

I give wealth a structure —
so decisions built to last, do.

Insurance and wealth planning for high-net-worth families and senior executives across Hong Kong and mainland China — retirement, succession and children's education.

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01 — What I help clients with

Start from the goal,
then work through it.

Retirement planning

Build predictable long-term cash flow, so retirement is driven by your choices rather than circumstance.

Wealth succession

Pass on wealth through clear rules and structures, reducing tax friction and disputes within the family.

Education & life planning

Set aside dedicated funds, timelines and flexibility for children's education and key family milestones.

02 — How I work

A clear framework,
not a pile of products.

I start by clarifying your goals and family structure, then put the right tools in place — so every decision can be explained, and passed on.

03 — Get in touch

Let's talk. No decision required on the spot.

Contact me on WhatsApp Or WhatsApp: +852 6726 9493