Financial Planning Course

Having worked in the financial industry for many years, I have extensive experience in investment, including Hong Kong stocks, US stocks, cryptocurrencies, futures, and spot trading. I can provide advice based on your progress and budget, and teach chart analysis, fundamental analysis, and news analysis. Time and location can be discussed further.

Mount Logan Capital Limited is a boutique asset management company, licensed for type 4 (advising on securities) and type 9 (asset management) regulated activities by the SFC (CE number BHK579).

Former Chairman of the Investment Society at the University of Hong Kong, former Senior Client Manager at Hang Seng Bank and executive at a multinational corporation, with over 20 years of personal investment experience, managing eight-figure personal assets and achieving steady growth. Looking to start a side hustle, I'm seeking paid personal financial planning consultations on this platform. I hope to use my objective investment experience and extensive financial knowledge to provide clients with valuable and lifelong investment insights and practical investment strategies. I do not sell insurance, I do not sell insurance, I do not sell insurance; this is crucial because I want to maintain absolutely neutral and objective advice. Therefore, I only charge reasonable consultation fees and will never recommend insurance, funds, or other similar investment products involving commissions. I hope to help everyone who wants to grow their wealth find the most suitable investment plan, including but not limited to: stocks, bonds, funds, real estate, REITs, gold, collectibles, Bitcoin, and alternative investments. I can provide valuable advice on any investment product and market you can name!

A well-rounded mentor with the dual roles of professional Cantonese teacher and financial advisor. In Cantonese instruction, I excel at using relatable scenarios and interactive exercises to help you quickly overcome language barriers and communicate confidently. As a financial advisor, with a strong foundation in economics, I tailor sound asset allocation and investment strategies to effectively manage risk. Whether you want to learn Cantonese to expand your business or plan your financial future, I can be your most reliable growth partner with my professionalism and enthusiasm.

Hello, I'm Mr. Tan, you can call me Tony 🤓. As a life planning consultant at AIA Life Insurance Company, I have 6 years of experience in the financial insurance industry and have received the industry's MDRT award for 5 years 🏆. I hold the following professional qualifications: 🏆QRA Approved Retirement Consultant 🏆BFPA 2023 Outstanding Financial Planner - Gold Award 🏆MFP 2022 Individual Integrated MPF - First Place To date, I have provided professional risk management services to 400 families. My goal is to tailor the most suitable financial plan for you, aiming to address your core needs. I look forward to your contact so I can provide you with further quotes and information 📞.