Hong Kong · Est. 1984
Your trusted partner in lifelong financial clarity
Comprehensive Financial Advisory Since 1984
Putting clients at the heart of everything we do
Since 1984
DLC Advisory Services is an agent of AIA, AIG and Zurich, providing comprehensive and personalised financial advising to corporate executives, professionals and business owners. We value long-term relationships and mutual trust, and strive for excellence in helping clients coordinate every aspect of their financial lives.
Why clients choose DLC
Four Decades of Experience
Guiding Hong Kong’s executives, professionals and business owners through every stage of their financial lives since 1984.
Trusted Partnerships
An appointed agent of AIA, AIG and Zurich, offering access to leading insurance and financial products.
Personalised Advisory
Every plan is built around the individual client — your goals, your family, your business and your long-term vision.
We value long-term relationships and mutual trust. We put clients at the heart of everything we do.
— David Lai, Managing Partner
What we offer
Investment Planning
Diversified investment strategies designed around your goals, risk tolerance and long-term wealth objectives. We build your portfolio and revisit it as markets and your life change.
Retirement & MPF Advisory
From retirement modelling to ongoing MPF advisory, we help you project the income you will need and put the right structures in place for a confident retirement.
Insurance Planning
As an appointed agent of AIA, AIG and Zurich, we structure personal and corporate insurance programmes that protect against illness, disability, loss, and other life uncertainties.
Estate & Education Fund Planning
Thoughtful estate and education fund strategies that protect what you have built and secure your children’s future.
Let’s plan your financial future together
Whether you are preparing for retirement, protecting your family, or building long-term wealth, our advisors are ready to help you coordinate every piece of the plan.