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Looking for a financial adviser

S
#1

I was wondering if anyone here knows where to find a bilingual financial adviser in Shanghai to help plot a way through a financial difficulty?聽 Any suggestions would be gratefully received.


All the best


Shay

See also
daremadzhold
#2

@ShayOD

Hi Shay, just seeing your message now.

I'm an expat financial adviser in Shanghai, if you still need help, message me.

IkkyInChina
#3

@ShayOD

Yes, bilingual (English/Mandarin) financial advisers in Shanghai for expats facing financial difficulties:


  1. Austen Morris Associates: Expat specialists in wealth planning & cross-border issues. (ask for Shanghai team).
  2. S.J. Grand Financial and Tax Advisory: Fully bilingual, Huangpu District. Tel: +86 21 6341 1177 |
  3. HSBC China Wealth Management: English-speaking planning & protection. Call 400-820-3090 or


Also check SmartShanghai listings or post on r/shanghai for recent recs. Mention 鈥渇inancial difficulty鈥� when you contact them. Good luck!

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zhanghaishi888
#4

@ShayOD

You could browse look for some accounting companies, or you could try to ask the the nearest comminty offices, to download some APPs issued by the Public divisions, in which you could input the profession, insurance, and housing funds etc, then the apps will suggest you the detailed total percentage of them. If you encounter the problems, you could trying ask some foreign friends who married a Chinese and living in Shanghai for many years, they will give you more professional advices then me.聽 Best wishes for you.

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