GET Mdream Wealth Management Limited

一般信息

Company Background

GET MDREAM Wealth Management Limited (Hereinafter refer to GMD) is established to provide institutional and individual customers in Asia with overall financial planning and portfolio management services.

GMD is licensed with PIBA as an Insurance broker (No. M-0266) and registered as a MPF Corporate Intermediary at the Mandatory Provident Fund Schemes Authority (Registration No. IC000579). We are positioned as an independent financial advisor, aiming at providing professional, impartial and overall financial planning services. With customers as top priority, we strive to offer professional financial planning and consulting services.

Impartial role is a unique advantage in financial advisor industry. With professional and objective attitudes, we locate most suitable products for customers and offer them financial proposals based on the principle of impartiality. We also promise our customers to provide international financial planning services to cater for their variety of needs in wealth management. GMD maintains close connection with large-scale international financial institutions so as to provide diversified financial products and independent financial planning consulting services in one stop.

公司背景

聯夢智易財富管理有限公司 ["聯夢智易"] -是為向亞洲區內的機構及個人客戶提供全面的理財策劃服務及投資組合管理服務而成立，以香港作為基地。

為一間在香港專業保險經紀協會的保險經紀公司 (會員編號: M-0266)，同時亦為香港積金局註冊的強積金中介人 (註冊編號:IC000579) 。公司定位發展成為獨立理財顧問以提供專業、中肯及全面的理財策劃服務為目標，以客為先，竭誠為客戶提供專業的理財策劃諮詢服務。

中立角色是理財顧問行業的獨立優勢，我們堅持以客觀的專業態度，為客戶搜羅市場上最合適的產品，秉持不偏不倚的原則為客戶提供理財方案，並承諾為客戶提供國際級水平的財務策劃服務，以切合不同客戶的財富管理需要，並與多間具規模的環球金融機構緊密聯繫，以提供多元化的理財產品一站式的獨立理財策劃諮詢服務。