Turn your dreams into your future
A new wealth planning service
Introduction to PlanAhead
Play the game to win an iPhone
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.
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
Low Entry Level
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
Provide budget references to help you get started
Available at your hand
Input simple information to calculate your financial gap instantly, so you can adjust your plan accordingly
Financial gap analysis
Help you achieve your goal via“Smart Invest” or different products
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!
Login or Download Mobile Banking
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)