Got Questions? We've Got Answers
Everyone has different financial goals at different stages of life. Wealth management typically includes: Wealth Protection (life insurance, critical illness insurance, medical insurance, and general coverage) Wealth Creation (stocks, bonds, mutual funds, and savings insurance) Wealth Succession (offshore accounts, trust services, tax advisory, overseas property, and immigration services)
Our team of professional wealth management consultants is dedicated to tailoring comprehensive, one-stop financial planning solutions for you, helping you take control and achieve your financial goals at every stage of life.
Skywalker is an independent Financial Advisor (IFA). Our role is to stand from the client's perspective, identify their financial needs and challenges based on their unique circumstances, and provide professional, independent, and objective planning advice. As an independent advisor, we represent the interests of our clients-not any financial product provider-maintaining a neutral stance toward products and services. In addition, our advisory team holds insurance and securities licenses and is regulated by the relevant authorities.
Skywalker has agreements with most insurance companies and securities product providers in the market. When a client shows interest in a specific product, our advisory team first evaluates its suitability of the client. The product is then purchased through us.
The financial advisory services we provide to our clients are free of charge. We only receive distribution commissions from the product providers. The cost for clients subscribing to products through us is the same as if they subscribed directly with the product providers. In fact, by subscribing through us, clients can enjoy a one-stop service and do not need to open separate accounts with multiple financial institutions.
Of course. Clients simply need to complete a straightforward form to notify the relevant financial institutions and appoint Skywalker Wealth Management Limited as their financial advisor. Your existing assets will remain unchanged, and no additional transactions are required when switching advisors.