Who we are

Our Company

For us, Finance has always been about creating a safe environment to preserve wealth for future generations, so that what we achieve in the here and now can be passed on to our children and our grandchildren.

Art brings a fresh dimension to the way that we work. It’s about thinking creatively, looking for fresh perspectives on every problem. It’s about finding the connections between seemingly unrelated ideas and events. It’s about working at the edge of our potential, constantly pushing ourselves to achieve more as we transform vision into action.

At Advance Financial,
we actively shape the future.

We create and pursue opportunities with determination.

We master what we do – and we only do what we master.

This is how we get our clients ahead.

As a globally operating financial expert with Asian roots, we specialize in wealth management, active asset management and investment solutions. We empower our colleagues to take ownership of their work and bring opportunities to life. Because we are convinced that successful investing starts with assuming personal responsibility. We relentlessly question the achieved, striving to exceed the goals and expectations of our clients.

We consider the resulting freedom an obligation to assume social responsibility as well.

Advance Financial is a leading team of forward-thinking individuals who believe in providing quality Financial Planning advice and accurate execution.

Whilst we are a Hong Kong based firm, we take a global view and in addition to local clients we actively support clients across the UK, mainland Europe, The Middle East, Asia and Latin America.

Importantly, our transparent fee-based approach means that we are always aligned with your best interests

Our Purpose

Our purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the centre of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments.

Simplification

We will help you get your financial house in order and will help keep it that way. We will help you provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning. Our aim is to simplify your life and to save you time and money.

Planning Ahead

We use the latest financial planning software to help you to visualise your financial future, to assist you in prioritising your goals and to benchmark our progress towards achieving them.

Smart Decisions