About Us
Redefining the Way Financial Planners Work
Based in Hong Kong, we connect and support a growing network
of independent financial planners who seek freedom, flexibility,
and global opportunity.
Whether you're just beginning your journey or already established,
we provide the tools, infrastructure, and strategic partnerships
you need to grow your business—your way.
What We Offer
Your success is our priority.
Product Matching
We introduce trusted providers.
From insurance to real estate,
we connect you with reliable partners tailored to your clients’ needs.
Contract Assistance
We help you handle the details.
Get support with paperwork, contract terms, and everything in between to ensure smooth agreements.
Workshops & Lead Generation
Grow your skills and network.
Join regular sessions covering financial products, sales strategies, and client acquisition tips.
Who We're Looking For
Seeking partners who share our vision.
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Licensed financial planners (AFP, CFP, or equivalent Japanese qualifications)
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Those considering independence but concerned about infrastructure or client acquisition
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Professionals interested in cross-border or international financial planning
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Independent FPs seeking business growth and strategic partnerships