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Hi, I'm Francis Poon -
A Registered Financial Adviser 
Representative (FAR)

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I am a Holistic Life Planner. That means I do Risk Assessment for YOUR Personal AND Business Life, make recommendations if any deficiency. 

Who needs this? : Anyone who wants to take care of their loved ones 

Challenge:If YOU have never done one before, do one NOW and be SURPRISED!!

See Below for more info

CORE SKILLS

RISK ASSESSMENT

I do Financial risk assessment for individuals as well as Small & Medium Enterprises

INSURANCE AUDIT

Many people just buy insurance and keep it for years without doing an analysis of their plans. If you have not done one in the last 5 years, its time to do one NOW

INDEPENDENT FINANCIAL ADVISER

So what does it mean by Independent FA? It means I am NOT tied to only one company, in fact I represent multiple insurers and can offer you THE BEST FIT solution for your insurance Needs.

INTERNAL AUDIT

I am a trained and qualified accountant, AND have done field Internal Audits for big corporates. Internal Audits are to ensure your company crucial operations are run efficiently and effectively.

TESTIMONIAL

Below is a personally written testimonial from one of my very satisfied client

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GET IN TOUCH

Need an INDEPENDENT Financial Advisor for ALL your Insurance needs, BOTH personal and Business ? Contact Francis Poon as below:

HOLISTIC LIFE PLANNING

oypoon@ymail.com

Whatsapp :- 016-2522802

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