Joe Yip Pak Hong    葉柏康


MBA 商學碩士 (保險及理財策劃)

ChFC 國際財策師

LUTCF美國壽險訓練學院院士

FChFP 特許財務策劃師

HKRFP 註冊財務策劃師

CRP 核准風險評估策劃師

NLP PRACTITIONER 身心語言程式學執行師

中國理財規劃師(中國勞動和社會保障部)

美國壽險理財院士 Life Underwriter Training Council Fellow

香港人壽保險從業員協會永久會員 Life Member of LUAHK

商業風險評估專業協會會員

Full Member of The Institute of Crisis and Risk Management

註冊財務策劃師協會會員

Full Member of Society of Registered Financial Planners Ltd

私人樓宇關注協進會顧問

香港保險中介人商會 - 教育部理事

全國經營管理人才庫 - 高級資格(財務策劃專業)中國理財規劃師(中國勞動和社會保障部)  

Why personal financial planning is so important

Financial planning is an absolute necessity to ensure that you're not overspending, over-saving, or planning in misalignment to your needs. Having a financial plan ensures that you reach your long and short term goals, have a realistic emergency fund, and live a fulfilling life by spending on things that matter.

www.ifec.org.hk/web/tc/moneyessentials/financial-planning/financial-planning-primer.page?gclid=Cj0KCQjwzdOlBhCNARIsAPMwjbwCfPuLZL5VCHUwjWtxpiEG1PEKcA_RJx9crhswN1nCwaWkgsfCuw0aAj67EALw_wcB 

Joe's Consultant Company (Established in 1989)

Rm 907, Silvercord 2, 30 Canton Road,

Tsim Sha Tsui, Kowloon, Hong Kong.

香港九龍尖沙咀廣東道30號新港中心第二座907室

Tel : (852)25395539    Mobile : (852)90153204   Fax : (852)30206429

Email : joe@joeyip.com        Website : www.joeyip.com