We issue Financial Planning Policy, a living document serves as a structured, contractually defined framework that ensures your investing decisions are made with clarity, accountability, and alignment with your goals.
The Financial Planning Policy (FPP) is your personal roadmap for clearly and effectively managing your wealth. It outlines how your funds should be allocated to kick-start your investment journey, providing step-by-step guidance along with ongoing monitoring and plan governance. It also defines our roles and responsibilities throughout this process, ensuring the policy remains up-to-date and that you're never alone on your journey.
Request a demoWe begin with a comprehensive financial review to understand your circumstances, then leverage our market insights and investment expertise to develop a Financial Planning Policy (FPP). Once activated, we execute the policy as outlined, and upon its expiry, we assess all advice given before formally concluding the policy
Learn MoreWhat sets our approach apart
- over your wealth, decisions, and outcomes.
By placing the financial planning policy at the center of our service, we empower clients with direct control over the rules, processes, and the outcome.
- with a transparent governance
We uphold a fiduciary duty to act in the client's best interest. This commitment is reflected in a clear plan that outlines all rules, including legal accountability. Importantly, we do not accept commissions from third party, this ensures that our interests remain aligned.
- over complexity
We aim to keep the policy and investment strategy simple. This simplicity enables client to have a clearer understanding of their investments, fostering greater confidence and maintain a healthy expectation for the outcomes. Overly complex investment strategies often yield marginal benefits at the expense of clarity and transparency.
- over every advice we share
We take accountability by making all the advice we share measurable. At the conclusion of the policy, we will revisit all advice provided, taking responsibility and being incentivized based on the outcomes. This approach reinforces our commitment to the client's success and ensures full accountability for our actions.
This website is owned and operated by Veritas Advisor, a Hong Kong-based wealth advisory firm. Our services are only available to Hong Kong-based investors, excluding U.S. Persons.
Unless otherwise stated, all return figures shown are for illustrative purposes only, do not represent actual client or model returns, and are not indicative of future performance. Actual returns may vary significantly based on individual financial circumstances and market conditions. Investment involves risk, and the value of investments, as well as the income derived from them, may fluctuate and even become valueless.
Some statements on this website may be forward-looking and reflect current expectations or forecasts of future events. There is no guarantee that the conditions described will remain the same, and actual results may differ materially.
The information provided on this website is for informational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any investment product or participate in any advisory service. It does not take into account your individual investment objectives, financial situation, or specific needs. You should carefully consider whether any investment strategy or product is suitable for you and seek independent financial advice if necessary.
All advertisements and promotional materials on this website have not been reviewed by the Securities and Futures Commission of Hong Kong or any other regulatory authority.