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We provide advisory services based on our five major asset management mechanisms, namely risk transfer, investment portfolio, retirement preparation, tax adjustment, and execution of trust, to effectively shift or control risks and other uncertainties such as "rate of return (r)", "interest rate (i)" and "tax rate (t)".

Members of our professional consulting group are certified with internationally recognized Certified Financial Planner (CFP) qualifications, and they adhere strictly to the principle of serving the interests of our clients.   Our consultants carry out their duties in a faithful, objective, prudent, and confidential manner, and depending on the needs of our clients, we may provide services from other partners such as Chartered Financial Analysts (CFA), attorneys and certified public accountants (CPA) in order to provide our clients with comprehensive solutions.

 

 
   

TEL:+886-2-2711-8869 │ FAX:+886-2-8192-6268 │ Email: service@plainstoneam.com.tw

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