Awards
Hong Kong Leaders' Choice 2021
Excellent Brand of Financial Planning
Accredited Professional Financial Planning Firm 2021
Accredited Professional Financial Planning Firm 2020
IFTA FinTech Achievement Award (Gold)
Artificial Intelligence
IFTA FinTech Achievement Award (Platinum)
Cloud Computing
Corporate Financial Education Leadership
(Gold Award & Best Advocate)
IFPHK Accredited Professional Financial Planning Firm 2019
Corporate Financial Education Leadership (Gold Award)
Social Capital Builder Logo Awards 2020
Happy Company 2020
The 10th Hong Kong Corporate Citizenship 5+ Logo
The 10th Hong Kong Outstanding Corporate Citizenship Logo
Fair Trade Corporate Label Bronze
Leadership Business Award 2019
Excellent Comprehensive Financial Planning Brand Award
The 9th Hong Kong Outstanding Corporate Citizenship Logo
The 8th Hong Kong Outstanding Corporate Citizenship Logo
IFPHK Accredited Professional Financial Planning Firm 2018
15 Years Plus Caring Company Logo
The 7th Hong Kong Outstanding Corporate Citizenship Merit Award (Enterprise Category)
The 7th Hong Kong Outstanding Corporate Citizenship Merit Award (Volunteer Category)
Marketing Excellence Awards 2017 (Excellence in Financial Advertising)