Introduction to PlanAhead

Turn your dreams into your future

PlanAhead

A new wealth planning service

Play the game to win an iPhone

Experience now

A goal without a plan is just a wish.

So, whether you are planning for further study, a new home, retirement, or other life goals, you have to take the first step to start.

Retirement

Home purchase

Education

Life goals

Achieve your goals more easily with the five key benefits of our new PlanAhead wealth planning service via BOCHK Mobile Banking.

Achieve your goals more easily with the five key benefits

Goal Planning

Budget References

Gap Analysis

Professional Analysis

Low Entry Level

Goal Planning

Help you plan your goals for education, home purchase, retirement, etc

Choose Your Life Goal

Four different goals available for goal setting: education, home purchase, retirement and other dreams

Budget References

Provide budget references to help you get started

Reference Materials

Available at your hand

Gap Analysis

Input simple information to calculate your financial gap instantly, so you can adjust your plan accordingly

Instant Analysis

Financial gap analysis

Professional Analysis

Help you achieve your goal via“Smart Invest” or different products

“Smart Invest”

Provide you with Asset Allocation Reference Portfolio according to your risk appetite

Low Entry Level

Build your own portfolio as low as HK$1,000 via“Smart Invest”

4 Simple Steps

Build your personalised portfolio

Experience PlanAhead Now!

Opportunities never wait. Enjoy 0% fund subscription fee, and make your first move with confidence now!

During the promotion period, you can enjoy 0% fund subscription fee for making lump sum fund subscriptions via Smart Invest in BOCHK Mobile Banking.

First Phase Promotion Period: From now until 31 March 2021 (both dates inclusive)