As someone who’s spent your entire working life building your wealth, you understand the need to make sound financial decisions when planning for retirement.
While you probably have experience with investing, there’s a good chance that you’re looking to spend your years doing something else with your time rather than comparing stock prices on your laptop or tablet all day long.
Your kids have moved out and onward, you’re approaching—or maybe already in—retirement, and you’re looking for an investment advisor you can trust to talk straight.
At this stage, it’s critical that you engage with an investment partner who can help you develop an investment strategy that supports your retirement plans—and financial success—and has your dreams at heart.
Helping You Manage Hopes and Expectations
During this time in your life, you’re looking for an investment partner who is trustworthy and knowledgeable; one who isn’t going to take advantage of you and is beholden only to you and your strategy.
We’ll help you translate your hopes into reality, while carefully helping you manage expectations. With our unique combination of technology, expertise, and our value-based investment approach, we’ve helped people just like you manage their retirement for more than 30 years.
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 helps you understand the nature of the market, and develop 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 common pitfalls associated with investing.
For more information on our unique approach to retirement, contact us to start a conversation today.