財富管理金字塔

Gray triangle with a dollar bill and a hand icon inside, and Chinese characters below.
A black and white drawing of a person sitting at a desk, writing in a notebook, with a computer monitor and office supplies nearby.

優質生活

Gray background with white Chinese characters and a white icon of a hand holding a heart.
A black and white illustration of two interlocking hearts with a small star above them.

樂活人生

A graphic with five sections, each with Japanese text, on a dark background. The sections mention responsibilities such as family, health, major illness, long-term care, and assets.
Silhouette of a person running outdoors at sunset with trees in the background.

免除擔憂

古埃及的金字塔屹立千年不倒，得力於強大的根基，進而向上建築。
理財如是，了解「財富管理金字塔」是建立完善財務計畫的第一步，學習做好風險管理，之後才做財富累積及傳承，有助理財的道路走得更加穩定。