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Aged 55 or above
55歲的Frank一直希望能夠提早得到財務自由，與家人一共享受天倫之樂。經過多年的拼搏累積了一筆可觀的儲蓄，他想尋找投資工具去代替低利率的銀行定存，希望在退休後，每月有穩定的入息。於是，他選擇了一份延期年金計劃，供款5年後，計劃於65歲開始提款。
Aged 35-55
Joshua, 35, is an architect and a novice dad. Although welcoming the birth of a new life was full of joy, he also suddenly realized that being a parent has a great responsibility. Joshua, who knows how to plan ahead, chooses a five-year savings plan with dividends, and saves HK$100,000 a year to prepare his children's education fund. At the same time, he insured with a life protection of 10 million insured amount. If he was passed away accidentally, his family could be protected by the life insurance.
Aged 25-35
Benny has just completed a college degree and got his first job. With a vision, he hopes to achieve financial freedom as soon as possible, so he chooses an investment link product. He makes an monthly contribution of HK$4,000 and plans to save for 10-15 years. He believes that by investing in the global fund markets, he can increase his wealth. He can use his savings for buying a property or starting his business in the future.
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