A Warm Welcome to Our Dearest Client
Hi, I’m Kurt. I’m the founder of PAG advisor representing HSBC group.
I’m excited today to welcome you into our big family, and thank
you for your tremendous support and trust in us.
Before I was a financial advisor, I was like you. I purchased my first insurance policy and investment policy with my financial advisor. Often, I would think about what will happen next.What would my financial journey be like?
Today, I’m a financial service director, together with a group of financial advisors. We want to make this financial journey a unique, exciting, and everlasting one. My team and I have come up with a framework of services and benefits that is exclusive to you and your family.
Lately, I’ve also been thinking a lot about how I can contribute back to society, especially towards the underprivileged. So, I have decided to work with this organization called “Make a Wish”. I think this is a very meaningful organization that we can help because they empower the underprivileged children by granting them a wish. These children are underprivileged and often terminally ill children. So, by working with them, I think we can really pay it forward. We can create a very meaningful journey together.
Let me summarize my thoughts into 3 things.
The first one is to welcome you, and thank you for your trust and support.
Secondly, we are committed to creating a unique, exciting, and everlasting financial journey together with you.
Lastly, please enjoy all the benefits and services that we have in place for you. If you have any questions, please connect with your financial advisor.
I look forward to seeing you soon.
Director of PAG Advisors
Exclusive Benefits & Discounts for
We are always looking for ways to enhance your experience with us.
Will and Trust Services
We work with will and trust services partners to provide you discounts on the setting up of documents like wills, trusts and powers of attorney.
We work with insurers to get you the lowest rate possible for your car insurance. Our motoring partner will also give you discounted rates on services should any problems arise with your vehicle.
Mortgage Financing Rebate is a rebate program that we offer to our clients. We’ll pass on our referral fees from the mortgage brokers to you so you can maximize your savings.
Quarterly Investment Seminar update
As our valued client, you will receive updates via our seminar. We believe that knowledge is power. We are dedicated to providing you with the best market updates and investment information quarterly.
Client Appreciation Night
Thank you for being our valued client. Your continued support is greatly appreciated and helps us to continue doing what we love. We have arranged a special client appreciation dinner with a lucky draw, as a small token of our gratitude. We hope you can join us and enjoy a night of fun and relaxation.
Money management is a crucial life skill. It helps you keep your finances in order, save money and grow your money. Whether it’s setting a budget or buying a home, money management skills are essential for financial success.
Every month we send you these money hacks and financial literacy updates.
Make a wish
We firmly believe in the concept of paying it forward, and we are proud to partner with “Make A Wish” to make this happen. Make it Wish is a wonderful organization that helps grant wishes for children and young adults who are dealing with life-threatening or life-limiting conditions. We are honoured to be able to help make them possible.