Established to provide independent, client-focused financial advice, Ellis & Associates Ltd is a wealth management firm catering primarily to the expatriate community in Hong Kong and globally. The company is licensed by the Hong Kong Confederation of Insurance Brokers (CIB) and the Securities and Futures Commission (SFC). Their core mission is to help clients achieve their financial goals through personalized services including financial planning, wealth management, retirement planning, and estate planning, with a commitment to transparency and integrity.

Founded in

New Zealand