Financial planning

Preparing for your future starts with careful financial planning, and you’ll find all the support you need to make the best decisions at HSBC Premier. You can make the most of every stage of your life with financial arrangements that evolve as you do.

Choose between our comprehensive range of needs-based wealth management solutions to progress towards all your financial goals and lifestyle aspirations. If you're just beginning your financial planning journey, our global framework is a great place to start. 

Your relationship manager is also on hand to help you match the right products to your individual needs and risk appetites.

While different people have different needs, your financial plan is likely to account for most or all of the five key elements HSBC has identified in its global financial planning framework.

Five key financial planning considerations

  • Protection for you and your family
  • Savings for your children's education
  • Preparation for your retirement
  • Management solutions to grow and protect your wealth
  • Legacy planning to help pass on your fortune

For advice tailored to your unique circumstances, book an appointment with an HSBC Premier relationship manager today.

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