Our story

Advising Hong Kong since 1984

DLC Advisory Services is an agent of AIA, AIG and Zurich in the provision of insurance and financial products. We have been providing comprehensive and personalised financial advising to corporate executives, professionals and business owners since 1984.

Over four decades we have built our practice on long-term relationships, mutual trust, and putting clients at the heart of everything we do.

Our approach

Lifelong partners in your financial journey

We strive for excellence in helping clients coordinate their financial lives through expertise in education fund planning, investment planning, retirement planning, estate planning, MPF advisory and insurance planning.

As a financial advisor, we are our client’s trusted life-long partner. Every recommendation is tailored to your personal situation, goals and long-term vision.

Our community

Championing financial literacy

As a financial advising company, we value the importance of financial literacy. We provide financial education services and career coaching to secondary and university students in Hong Kong.

Our goal is to contribute to the community by helping young people find their true passion, realise their career goals, and learn how to use their money wisely to live a financially sustainable life.