Why to choose DFG
As the leading IFA independent financial adviser in Hong Kong, DFG acts as an agent for more than 90% of financial products in Hong Kong and has cooperated with more than 40 financial product suppliers.
In the fast-changing era, through the most advanced technology InsurTech, we can use the eDFG application program on the computer, tablet or mobile phone to log in to our own CRM system anytime and anywhere to provide customers with the most considerate and advanced service, without fear of market changes.
Diversified services include: personal savings and guarantee, investment-related services, life insurance, annuity, hospitalization, critical illness, employee benefits, mandatory provident fund and general insurance, etc.
DFG has the largest sales team in the industry, and improves the abilities of frontline sales staff through diversified products platform based on the latest information technology. In addition to training, large-scale events and incentive programs are also carried out to help enhance the self-value of frontline personnel and we focus on providing quality services to customers.
- Acting as an agent for more than 90% of financial products in Hong Kong
- Cooperating with 40 financial products suppliers
- The fund platform is supported by more than 20 fund companies and offers more than 230 funds for selection, suitable for different risk management.
- Nominated as “Excellent Partner” by many financial institutions.
- The scope of services includes investment related services, insurance schemes, MPF, eligible tax-deductible products, general insurance and employment benefits
Training and Supporting
We value our colleagues as much as our clients. Since the day they join our family, we provide them with our best training and mentoring programs so to help them achieve their full potential. Trainings may include:
- IIQE licensing training (required by Insurance Authority)
- 52-day mentoring program for newly joined financial strategists.
- Introduction of DFG’s unique sales kit
- Focusing on developing their all-rounded potentials
Top Notch Product Comparing Program
- Honor of “Caring Company” (since 2011)
- Choose Brand Award of Capital Weekly (2012)
- Most Valuable Services Awards in Hong Kong 2016 of Mediazone -Most Reliable Financial Enterprise
- Most Valuable Services Awards in Hong Kong 2017 of Mediazone -Most Trustworthy Financial Management Service Provider in Greater China
- Local Brand Hong Kong Award (2018)
- Hong Kong Star Brand Award 2019- Enterprise Award
- Hong Kong’s Most Outstanding Business Award 2021