Est. 1979 · Asia since 2000
True wealth management, built around your life.
Money Concepts (Asia) Holdings Limited brings individuals, corporations and financial institutions tailor-made financial planning — backed by a global network of more than 700 planning centres.
- Years of heritage
- 40+Years of heritage
- Planning centres worldwide
- 700+Planning centres worldwide
- Founded in Florida, USA
- 1979Founded in Florida, USA
- Established in Asia
- 2000Established in Asia
What we do
A complete financial planning platform
From personal life-goal planning to corporate structures and family governance, our advisers deliver an integrated service under one roof.
Our philosophy
Privately held, and completely free of product-provider influence
Money Concepts was founded to solve the structural weaknesses in how financial advice is distributed. That independence still defines how we advise today.
Integrity
We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate.
Commitment
We regard all associations as a trust and give our total attention to the best interest of our clients.
Fairness
We insist that all arrangements must work equally well for all parties in both human and financial terms.
Credibility
We will not associate ourselves with products or services that we cannot believe in and use with pride.
Opportunity
We stay alert to changes in markets, products, regulations and the economy for the opportunities they create.
Why Money Concepts
Advice you can hold to account
Our clients' assets stay in their own name, in the custody of renowned custodian banks, with direct investment into funds and insurance companies.
Safety
All client assets are under the client's own name and held with renowned custodian banks.
Expertise
Comprehensive wealth management experience, global market intelligence and rigorous risk assessment.
Holistic solutions
Portfolio management, retirement, asset accumulation and protection, insurance and trusts.
Growth opportunities
Diversified investment products with customised selection to fit individual needs.
Regulated in Hong Kong
Money Concepts (Asia) Holdings Ltd. is licensed by
- Securities and Futures CommissionCE No: AVX020
- Insurance Authority — Insurance BrokerLicence No: FB1603
- Mandatory Provident Fund Schemes Authority — IntermediaryReg No: IC000895
- Estate Agents Authority — Licensed Estate Agent (Company)Licence No: C-040636
All securities through Money Concepts Capital Corporation. Member FINRA / SIPC.
Our Asia Headquarters
Room 2505, 25/F
88 Lockhart Road
Wan Chai, Hong Kong
香港灣仔駱克道88號25樓2505室
A short walk from Wan Chai MTR. Take Exit C and head west along Lockhart Road — we are on the 25th floor.
Join us
Build your own financial services business
Money Concepts has created proven turnkey business systems, training and mentoring for advisers and regional partners across the Asia Pacific.
- Autonomy to build your own financial management company
- Thousands of non-proprietary financial products to choose from
- Regional development rights across the Asia Pacific
- Financial planning software, training and ongoing mentoring
Next Steps…
Speak with a Money Concepts adviser about your financial plan, family office needs or corporate structure.