短期保險儲蓄計劃 : 防守性資產配置 (Chinese Article)
10Life Team
文:岑妙珠 認可財務策劃師 CFP |
筆者曾在2017年2月在平台發表過相關文章,事隔十八個月再次受邀探討此題目,相信平台上的讀者水平已日漸提升,單純產品比較已經滿足不了。正確來說 它是一種資產配置的理財產品。貿易戰、人民幣貶值、新興市場貨幣危機、 滯脹、 政治因素等等不斷增加市場不確定性, 有人富貴險中求,有人越趨越保守,要求保本增值不能輸。
Disclaimer
10Life Product Comparison and 10Life Insurance Ratings are developed by 10Life Financial Limited, an authorised insurance broker with Insurance Authority License Number FB1526. 10Life Product Comparison and 10Life Insurance Ratings are developed for generic customer segments using mathematical calculations based on product information, facts and data, and are not influenced by any partnerships with or fees received from insurance companies.
Any information on 10Life Platform ("10Life Information"), including but not limited to Product Comparison, Product Ratings, Blog Articles are intended for general education purpose and reference only and should not be constituted as any insurance, financial, investment or other professional advice or solicitation to buy insurance, financial or investment products. 10Life Information does not take into account your individual needs. Reading 10Life Information should not be considered as conducting a suitability assessment. You should only rely on information authorised by insurance companies and/or seek independent advice from licensed intermediaries before purchasing any insurance products or making any insurance decisions. While best effort is used when collecting, validating and updating 10Life Information from various channels, none of 10Life Group and its subsidiaries, affiliates, agents, directors, officers and employees will be responsible for any liability arising from using 10Life Information or for any claims and/or losses caused thereby, and no warranty or guarantee is made on the accuracy, completeness and timeliness of the information.
If you have any questions on 10Life Product Comparison and 10Life Insurance Ratings, please email us at enquiries@10life.com

Question: 短期保險儲蓄計劃 : 防守性資產配置 (Chinese Article)
理論與實踐要取平衡, 本人有理財專業知識及人生經驗,資歷為CFPCM認可財務策劃師,並擁有六年以上經驗, 歡迎友善討論。

Have an insurance question? Just ask!
- Ask a question anytime, anywhere
- Get response from multiple licensed advisors
- Simply login with Email
Further Readings
