Wealth Education
Get more from your wealth with help and education from our experts.
It is our genuine intention to understand your individual needs, and to support you with continuous wealth education through wealth management seminar. We are committed to support you in formulating your long term financial plan and prepare your future wisely. You can also optimize your financial planning strategy by leveraging our features that ease the monitoring and analysis of your portfolio.
HSBC conduct regular wealth management seminar, delivered by financial experts providing latest information on world financial market and investment opportunities.
Financial planning analysis tools
Take advantage of HSBC's comprehensive financial planning analysis tool Strategic Financial Planner to ensure your future financial needs are met. This tool helps you assess your personal wealth, child's education fund, retirement planning, family protection, and home purchase needs, and allows you to track your progress towards your financial goals through your wealth dashboard. Contact your Relationship Manager to start planning with our Strategic Financial Planner now.
We understand that as a HSBC Premier customer you may not have the time to visit our branch to start using our Strategic Financial Planner tool in the near future. That's why we've developed simplified versions of our financial planning calculators as a reference to help you plan for:
- Managing and growing wealth
Use this calculator to work out how to grow your personal finances. Start building your empire today.
- Child's education
See how you can afford to give your children the best education by following a few simple steps online.
- Retirement
Use this part of the tool to start planning for your retirement now, and make sure you can continue to live the lifestyle you're accustomed to.
- Protection
Ensure you and your family are provided for in any eventuality with this easy-to-use calculator.
- Home purchase
A quick way to help you calculate for and plan to buy a new home.
Wealth Dashboard
Analyse and manage your wealth from a single login with HSBC Wealth Dashboard. By logging in to your personalised dashboard, you can view everything from funds and bonds to savings and time deposits, making it easy to take informed decisions about money management in one simple interface.
You can also:
- Track the performance of your portfolio anytime, anywhere, and compare against regularly updated market benchmarks
- Scan the last two years of your transaction history in an easy-to-read table, with transaction details a click away
- Benefit from tailored insights on the market and tips on emerging opportunities
How it works
The Wealth Dashboard is designed to be very easy to use and navigate. It is separated into the following five sections:
- My portfolio
Get a holistic view of all your holdings in one place and easily drill down into more detail on each of the products in your portfolio. You can also click on a product to reveal key market data.
- Transactions
Go here to see details of your transactions from the last two years.
- My watch list
Track the price on funds or FX pairs and compare these against the current market benchmarks.
- Analyse and compare
The interactive charting tool allows you to track the performance of your individual holdings over different time periods.
- Market news and insight
Access the latest news and views from Thomson Reuters and Morningstar, which allow you to understand how the markets might affect your current portfolio and future investment decisions.
