1
2

STEP 1

Tell us about yourself

STEP 2

Discover your segment and needs

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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?

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

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

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Age
Gender
Your marriage status
Do you have any children

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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