Wealth Explorer

Need to manage your funds efficiently and stress-free? At HSBC, we help you to realize your ambitions, take care of your loved ones by helping you to gain control of your finances. As such, we've put together the Wealth Explorer tool. A tool that's easy to use and one that ensures you and your assets comes first. It's our way of making sure you come full circle.

It is a tool that allows you to:

Improve your financial being
Discover your financial fitness level through our Wealth Explorer review and you'll have a good idea of exactly where you stand and improve your current financial level to your desired one.

Plan and secure your future
With Wealth Explorer, you will be able to manage your risks better and invest smarter. Based on your current financial situation and your future needs, we can map out an investment strategy that can help you grow and preserve your wealth.
You also need to protect yourself and your loved ones in the event of unforeseen circumstances such as illness, disability or death. Wealth Explorer can help you to overcome the financial impact of these misfortunes through good financial planning.

Financial security achieved
Wealth Explorer ensures that once the foundation and building blocks are in place, you will be able on your way to creating the lifestyles that you want.

To optimize your financial planning goals, you should first address the following questions.Decide on your time goals

• Set realistic goals and objectives
• Know your ability to take risk with your money
• Ensure that you are protected should any unforeseen event happen
• Maintain a cash level of at least 6 months or more of your monthly expenses

Wealth Explorer
Our financial planning tool helps you gain a better understanding of your finances so that you can plan and achieve financial security.

One-stop solution
We offer you a suite of products that meet your financial needs.

Confidence in your investments
With 9,800 offices in 77 countries and territories, we give you a global perspective and on-ground knowledge so that you invest with confidence.

On-going portfolio review
Our Personal Bankers / Relationship Managers will be with you every step of the way to help you revise your financial plan to keep it updated and relevant.

Whatever your financial goals are and whenever you choose to achieve them, rest assured that we are here to help you to make them a reality - now more than ever, especially with our Wealth Explorer financial planning tool. A unique tool that helps you manage your wealth by recommending financial solutions tailored to your needs and wants.

Identifying your life stage or shape is only a starting point. At HSBC, we can help you take the next step by conducting a Wealth Explorer Review for you. After evaluating you financial health, we will suggest a customized portfolio that meets your unique needs. The sooner you get your finances in shape, that sooner you can achieve your financial goals.

For more information on how to get in shape financially, talk to our Personal Bankers / Relationship Managers at any of our branches or call our Call Centre on 2 252 252 for an appointment today