Uni-Pro Wealth Management

PIBA, Member No.: 0604

Being a member of the Professional Insurance Brokers Association, Uni-Pro Wealth Management focuses on long-term insurance including traditional life and investment-linked insurance.

 

We offer our clients tailor-made insurance schemes and one-on-one financial planning services with the majority of top insurers as our strategic partners. As one of the most well-connected insurance brokers in Hong Kong, we provide a product list which is composed of plans from a wide range of insurers. This enables us to assist clients to choose the most suitable plan with the best rates and terms.

 

Our outstanding result is a combination of professional product knowledge and strong service conviction. Our team has a solid background in the insurance field in Hong Kong with over 20 years’ on average. In-depth industry expertise enables our team to serve the evolving needs of clients around the world. Maintaining the best service level is never easy, whilst this is how we achieve excellence.

Insurance Plan

• Life Insurance
• Medical Insurance
• Critical Illness Insurance
• Investment-Linked Insurance
• General Insurance

Premium Financing

To provide greater flexibility in wealth management, premium financing allows customers to free up cash and to satisfy other investment needs. Customers can establish a credit facility for paying the premium of his/her insurance application, using his/her policy as security. Meanwhile, customers can avoid the need to outlay the full premium amount and enjoy competitive interest rates.

Family Trust
Partners

We have a comprehensive network with our partners to provide a platform for our clients featuring a variety of insurance solutions. Please do not hesitate to contact us for further information.

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