Phoenix Waters Wealth Management is a Hong Kong-based partner practice of St. James's Place, a UK FTSE 100 company, providing tailored advice to individuals & businesses from across the globe.
Our mission - to turn aspirational goals into inspirational achievements by crafting & executing carefully curated strategies to help achieve desired outcomes - means that we are equipped to provide holistic financial planning through a variety of services in order to support your needs.
Services include Tax-Efficient Investments, Retirement Planning, Education Planning, Wealth Protection, Life Cover, Health Insurance, Estate Planning, Will Writing, and Mortgages. In addition we are able to carry out intergenerational wealth reviews, and provide advice to business owners and expats. All clients - whether existing or potential - are entitled to a Free Confidential Financial Review to assess your current circumstances and have a tailored plan designed to identify how we can help you achieve your ambitions.
Founded by Bizhan Tong, Phoenix Waters Wealth Management aims to be as important to you in finance as a doctor is to health. Please contact us to book an appointment and discover how we can turn your dreams into a tangible reality.