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1

STEP 1

Tell us about yourself

2

STEP 2

Discover your segment and needs

1
2

STEP 1

Tell us about yourself

STEP 2

Discover your segment and needs

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Tell us about yourself

What is your gender?
Do your have any children?
Your marriage status?
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Are you usually the first one to try new things?

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Would you rather save your money than use it on investment?

Please select:
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Are you confident to compare and chose from different financial products by yourself?

Please select:
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Do you agree insurance products can ensure my future living standards?

Please select:
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Age
Gender
Your marriage status
Do you have any children

You are “Young & Upcoming”. "Making strides toward their goals while enjoying life"

You are “Family First”. "Family people who put their children first"

You are “Stable Matures”. "Stable Matures have been working hard to ensure a stable life for themselves and their family"

You are “Smart Pros”. "Smart Pros have successful career and are very busy. But they still prefer to manage their own money"

You are “Savvy Achievers”. "Cautious but open-minded achievers who plan their golden years with the same approach"

Confident young people who are just starting their career hope they can both enjoy life and be able to give back to their parents. Vigorous and motivated, these young professionals striving to maintain stable income are committed to achieving their life goals.

See what “Young & Upcoming” think and need:

They place more emphasis on a stable family life than others, striving to provide quality education for their kids. When it comes to investment, they prefer less risky financial plans.

See what “Family First” think and need:

They value a stable and secure life, cherishing everything they have. Focusing more on capital preservation, the last thing they want to see is the savings that they have accumulated over the years depleted by health problems and other unexpected misfortunes.

See what “Stable Matures” think and need:

Busy at work and always striving for success, they like to plan their own future in a prudent and practical manner. Smart Pros make clear goals for themselves and their family, and fancy new ideas to achieve goals effectively.

See what “Smart Pros” think and need:

Many of them have been well-prepared and properly insured on their way to success. With experience in financial management, they take bold chances to ensure financial stability and a prosperous, peaceful life in retirement.

See what “Savvy Achievers” think and need:

Young and Upcoming

%
78
78% of the Young and Upcoming segment hope for gradual long-term capital growth or stable and balanced income.
%
58
… but 58% of income is spent (e.g. daily expenses, supporting parents) and 22% goes to saving which is not an effective wealth growth tool.
%
80
80% of them lack of sufficient life protection.
%
88
88% of them lack of sufficient critical illness protection. Perceived sufficient amount of critical illness sum assured is around 3-year of annual personal income.
Disclaimer

Family First

%
90
90% of "Family First" think family is more important than personal goals.
%
83
83% of “Family First” take actions for children’s education.
%
79
79% of them lack of sufficient life protection.
%
85
85% of them lack of sufficient critical illness protection. Perceived sufficient amount of critical illness sum assured is around 3-year of annual personal income.
Disclaimer

Stable Matures

%
79
"Stable Matures" have 79% of assets in cash/ deposit.
%
75
75% prefer saving than invest.
year
5
Perceived sufficient amount of critical illness sum assured is around 5-year of annual personal income.
%
85
85% of them lack of sufficient critical illness protection.

Smart Pros

%
92
3 main goals for "Smart Pros" in the 5 years ahead: Travel, buying property and having child. 92% of people like you maintain health to avoid relying on others.
%
72
72% of them believe one cannot rely on others to protect oneself.
%
74
74% of them lack of sufficient life protection.
%
76
76% of them lack of sufficient critical illness protection. Perceived sufficient amount of critical illness sum assured is around 3-year of annual personal income.

Savvy Achievers

%
90
Over 90% of high net worth* client have legacy planning, and plan to pass HK$8.54M to family/ children. (*Aged 35+ with total liquid assets HK$ / MOP 1M or above)
%
78
78% seek capital growth opportunities.
%
66
66% of them lack of sufficient life protection.
%
78
78% of them lack of sufficient critical illness protection. Perceived sufficient amount of critical illness sum assured is around 3-year of annual personal income.

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