Financial Planning Service

You are about to make another important decision in your life. You feel the need to make the most out of your money in the best possible way. You want to make the right financial decisions for you and your family, in order to secure the education of your children. Therefore, you need someone with knowledge and experience to help you.

At HSBC we recognize your financial needs, thus we have established our Financial Planning Service to provide you with full support by specialized professionals, who will help you to make the right decision for every financial issue and will propose suitable solutions for you to choose from.

How does the Financial Planning Service work?

You can arrange a meeting with our Financial Planning Manager for an in-depth discussion about your financial situation, the priorities you have set and your future plans.

Our Financial Planning Manager will evaluate carefully your financial particulars and will return with a complete proposal, which will include in detail, the choices that we recommend, through a wide range of financial products.

Your personal Financial Planning Proposal will satisfy your requirements and fulfill your needs, will offer you support and will suggest the most suitable investment and insurance products for every individual case.

Which eligibility criteria must I fulfill in order to request my personal Financial Planning Proposal?

The only eligibility criterion is to be a customer of the HSBC Bank.

The Advantages of the Financial Planning Service

• The process for the creation of the Financial Planning Proposal is carried out in close cooperation with you, in order to ensure the accuracy of the information and the validity of the results
• We propose to you the most competent products provided by top international investment houses, through a variety of choices that cover your needs and requirements
• Our proposals are submitted in writing and are strictly personal and confidential
• Upon reviewing our written proposal you have the option to accept it, either fully or partially or not accept it at all
• Your personal Financial Planning Proposal is evaluated and reviewed with you at least once a year, ensuring that your financial plan continues to meet your changing circumstances
• Our Financial Planning Managers are experienced and have the required expertise. They have been trained according to the strict HSBC standards and have received a special accreditation, which qualifies them as the suitable persons to offer you such guidance

Our Financial Planning Proposal will help you to realize your future plans.