Our clients say

"Carey Suen & Associates have been our trusted financial advisor for years. They have always gone out of their way to understand our personal situation and design an appropriate plan. Their guidance with our portfolio has been proactive and invaluable and help weather the financial volatility of the last few years. I wholeheartedly recommend their services to any prospective client." - David Jenkins

Domestic Helper Insurance

Domestic Helper Insurance in HK is compulsory. Click for more details.

 

Education Funding

Providing for your children's education is one of the greatest investments you can ever make. As parents, you naturally want to provide your child with the best education possible, so that he or she will have a great head-start in life but with the ever increasing costs, how will you prepare for this?

Wealth Accumulation

Over the years most people will have accumulated a variety of assets of some sort. Protection of these assets is a crucial aspect of Wealth Management planning.

Retirement Planning

However young you may be, it is important to understand the impact that not planning for retirement will have on you and your family.

Life & Protection

The concept of life and health insurance is simply to cover liabilities, and maintain living standards and lifestyle in the event that a death or deterioration in health affects the financial well-being of you and your family.


  • David Jenkins 
    Managing Director of Financial Technology


  • Domestic Helper Insurance
    It is compulsory in HK.


  • Education Funding
    Providing for your children's education.


  • Wealth Accumulation
    Protect your assets.


  • Retirement Planning
    Taking control of your future.


  • Life & Protection
    Planning for the worst - Ensuring your loved ones are protected.

Upcoming Events

University Cost Seminar 15/05/2012

This seminar focused on teaching parents on how to prepare for the ever increasing costs of further education, especially for those who would like to send their child/ren abroad.
Health & Wealth Seminar 02/06/2012

In this seminar, we will look at the current worldwide financial market situation and options as an investor.

Who We Are

Carey Suen & Associates has a long and varied experience in providing expert financial counseling services to its clients. Today, our range of products and services is broader than ever. Each of our senior financial advisors have at least over 10 years experience both in UK and Hong Kong.

Founded in May 2005, we are licensed and regulated in Hong Kong, with clients in all corners of the globe; our success is based on our commitment to our clients, the knowledge of our staff, the quality of our personal services and the results we achieve.

These days the financial choices facing individuals is becoming ever more complicated and it is therefore important that our clients receive the most up-to-date advice to achieve financial security, no matter what the current or future economic environment might bring.

Read more

 

In Focus

Our Complete Guide to Wealth Management

Click here to download

Domestic Helper Insurance 
Domestic Helper insurance is compulsory in Hong Kong. Are you covered?
Life and Protection
Planning for the worst - ensuring your loved ones are protected. Click here to find out more.
Education  Funding 
Providing for your children’s education is one of the greatest investments you can ever make. 
Financial Planning
Don't know where to start? Click here to download our Financial Planning guide or Click here to find out more .
Succession Planning
Click here to find out more about UK succession planning or Click here to download our guide to UK Sucession Planning.
Wealth Accumlation
Click here to find out more about Wealth Accumlation  or Click here to download our guide to Wealth Accumlation.

 

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