Life-changing events come in all shapes and sizes. Perhaps you’re going through a divorce and are new to managing your family’s finances. Maybe you’ve inherited money from a loved one. Maybe you won the lottery.
Regardless, your financial situation has suddenly and dramatically changed. You have a sudden influx of cash and you’re looking for an advisor that you can connect with and trust to give you open and honest investment advice.
Take a deep breath—sound investment advice is a click—or a call—away.
New Money, Old Challenges
It doesn’t matter what caused your life-changing event, what matters is that you’re able to focus on what’s important to you and ensuring your finances are managed based on your needs and goals. You might be concentrating on your family, maintaining your lifestyle, or starting over.
Whatever your challenges, you’re now thrust into the world of managing your finances solo, and you need guidance. We’ll help you translate your hopes into reality, while carefully helping you manage your investment. With our unique combination of technology, expertise, and our value-based investment approach, we’ve helped people just like you manage their new-found wealth for more than 30 years.
And Some New Challenges
One of the most important aspects of suddenly coming into money is your need for privacy. Most of our clients don’t want the world to know their business—or money, and we work closely with you during this emotional time to minimize exposure.
Personal Attention to the Details
Located in Hong Kong, Reliance Trading is big enough to give you best-of-breed service, while our private, pragmatic perspective on investing helps us continually improve our service.
Like anything, the devil is in the details, and our unique approach to financial analysis and investing positions us to help you understand the nature of the market, while developing the right investment strategy for your particular needs and goals.
To help you develop your unique investment strategy, we employ three pillars of financial planning: risk tolerance, liquidity needs, and time horizon. In leveraging these, we are able to help you achieve your investment goals—and avoid some of the most common pitfalls.
For more information on our unique approach to managing new money, contact us for a no-obligation conversation today.