Altruist Financial Group Limited is an independent financial planning organization established in 2001 providing the full range of financial products and services ranging from insurance, investment funds, personal banking services to legal care service plans.

Our solid foundation of professional standing is further demonstrated by being:

• Member of Hong Kong Confederation of Insurance Brokers (CIB)
• Founding Member of Independent Financial Advisors Association Limited(IFAA)
• Founding Member of The Institute of Financial Planners of Hong Kong Limited (IFPHK)
• Member of LIMRA International (LIMRA)
• Member of The Life Underwriters Association of Hong Kong (LUA)
• Member of General Agents & Managers Association of Hong Kong (GAMA)
• Licensed by Securities and Futures Commission (SFC)
• Obtained the first joint venture insurance agency license in Shenzhen & Ningbo
• Mandatory Provident Fund (MPF) Corporate Intermediary

I believe “Integrity” and “Professional Attitude” are the key to success. Therefore, we are dedicated to providing comprehensive in-house training programs and personal daily coaching, offering education subsidy (CFP, CLU, FChFP, RFC…), participating in local/international recognition programs (MDRT, IQA, GAMA…) to encourage life-time learning and upgrade our professional quality.  

As the President of Altruist, I will do my best to ensure that the highest level of integrity is well observed and maintained by adhering to the meaning of our company name “Altruist” – a group of people working for other people’s happiness and welfare. 

May Wealth, Health, Wisdom always be with you!