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Financial Planning Services | Investments - HSBC VN From 27 November 2024, the new versions of our app will no longer work on older versions of operating systems on Android and Apple devices. To continue to enjoy the latest features on your HSBC Vietnam app, please update your device's operating system to aOS 9 or iOS 15.0 or above. Skip page header and navigation Latest offers with HSBC Premier Premier support for overseas education Articles about studying abroad HSBC Premier World Mastercard® Credit Card Spend Instalment on HSBC Vietnam App Investment Linked Insurance Product - Pru-Flexinvest Financial Planning Foreign Exchange Special offers for study abroad Global View and Global Transfers HSBC International Student Program Financial wellbeing management Get sign-up gifts worth up to VND3.5m with your new HSBC TravelOne Credit Card Apply for an HSBC Cash Back Credit Card and get up to VND 2 m cashback! Live it up with an HSBC Live+ Credit Card – enjoy up to VND2.8m worth of sign-up gifts Pay no annual fee when you spend with your HSBC LiveFree Credit Card Latest offers with HSBC Premier Premier support for overseas education Articles about studying abroad HSBC Premier World Mastercard® Credit Card Spend Instalment on HSBC Vietnam App Investment Linked Insurance Product - Pru-Flexinvest Financial Planning Foreign Exchange Special offers for study abroad Global View and Global Transfers HSBC International Student Program Financial wellbeing management Get sign-up gifts worth up to VND3.5m with your new HSBC TravelOne Credit Card Apply for an HSBC Cash Back Credit Card and get up to VND 2 m cashback! Live it up with an HSBC Live+ Credit Card – enjoy up to VND2.8m worth of sign-up gifts Pay no annual fee when you spend with your HSBC LiveFree Credit Card Our financial planning services can help you invest to meet your changing priorities at every stage of your life. Let us help you plan for your future Financial planning is the process of taking a comprehensive review on your financial situation and defining strategies to achieve your financial goals and aspirations. Get your personal finances in shape and enjoy every moment in life with peace of mind. 5 key reasons why you might want to create a financial plan Planning for the unexpected - Protection When it comes to protecting your family, you can never overprepare. Learn how to take proactive steps to safeguard your finances and set your loved ones up for a sound future, come what may. Very few people realise how affordable protection can be. In most cases, a relatively small amount of money could make a big diffference for your family. Find out more about protection Find out more about protection This link will open in a new window Planning for a child's education A good education opens the door to a better life for your children. See what financial planning can do to chart out their future, even as you chart out yours. It is never too early to build a foundation for your child's future. Start by planning for your child's education today. Find out more about educational planning Find out more about educational planning This link will open in a new window Whatever you have in mind for your retirement, an informed retirement plan can help you enjoy later life with financial security. With a thorough financial review, we can help you analyse your financial situation and recommend a plan that is tailored to your retirement needs. To plan your retirement step by step, you should note three common principles: make regular investments and force yourself to save review your retirement plan periodically based on changing needs throughout different stages in life and adjust as needed Learn about the key challenges in retirement Learn about the key challenges in retirement This link will open in a new window Whatever your age or financial situation, your approach to saving, spending and investing can have a direct effect on how you grow your money over time. When planning your finances, think about your short, medium and long-term goals, and how much money you need to achieve them. This will give you an idea of how much you need to save or invest over different periods. Planning for your family's future Legacy planning allows you to pass on your wealth to your loved ones without compromising on your current and future lifestyle requirements. With adequate legacy planning, you will be able to increase your assets, enjoy greater liquidity and free your loved ones from debt, while benefiting from financial freedom in later life. More HSBC products and services for you Comprehensive lifetime cover with a savings element and protection for key life events Discover a world of privileges, to enhance and complement your unique lifestyle. Grow your wealth with our range of professionally managed funds. Schedule your strategic financial planning review today. Book an appointment This link will open in a new window Find out more about Form of Acceptance for Wealth Management Services Find out more about Form of Acceptance for Wealth Management Services This link will open in a new window You might also be interested in Steps to personal financial management See how you can reach your financial goals with budgeting, saving and investing steps. 8 challenges to help you save money Make saving money fun again. Check out these 8 challenges to spend less and take control of your finances. Plan for your children's education, to make sure they have a bright future. Write, call or send us a message Visit us at your nearest branch Find answers to your queries or contact us for further help Careers, media, investor and corporate information HSBC Group | © Copyright HSBC Bank Group 2002-2025 All rights reserved This website is designed for use in Vietnam. Cross-border disclosure