谢佩仪

Tse Pui Yee, Melody

高级副总裁

Senior Vice President

电子名片 Business Card

個人介紹

谢佩仪小姐自2018年投身金融服务行业，专业精神一直是她职涯发展的基石。她从医学化验师成功转型为财富管理及家族办公室顾问，凭藉严谨细致的工作态度，擅长处理高端客户的敏感财务信息，并根据客户的独特需求，提供及时且精确的财务建议，确保资产配置与财富传承的高效执行。

秉持着成为客户终身财务管理顾问的理念，谢小姐定期举办高端小型研讨会及线上讲座，以其丰富的实战经验，帮助客户将复杂的金融概念转化为可行的资产规划方案，其专业服务涵盖以下核心领域：

• 全方位健康保险规划：针对不同人生阶段设计医疗与长期护理保障方案 ;
• 精细化遗产规划：优化资产传承架构，确保家族财富稳健延续 ;
• 退休收入与资金管理：构建稳定且具弹性的退休现金流计划 ;
• 家族财富保障与增值：综合运用信托与保险工具，确保财富安全传承并提升资产效率;

谢小姐的专业能力获得业界高度认可，拥有核准退休顾问（Qualified Retirement Advisor）及认可信托专业人员（Certified Trust Practitioner）资格，并连续多年获得MDRT（百万圆桌）及COT（超级会员）荣誉，充分展现其卓越的专业服务水平与行业领先地位。

专业资格

• 香港信托人公会 - 认可信托专业人员
• 香港财务策划师学会 - 核准退休顾问
• 医务化验师管理委员会 - 医务化验师

Melody Tse has worked in the financial services industry since 2018, professionalism has been the cornerstone of her career progression. Transitioning from her role as a medical laboratory technologist to her current position as a wealth manager and family office advisors, she is dedicated to handling clients' sensitive client information with care, providing clients with timely and accurate recommendations tailored to client's unique needs.

Committed to be a lifelong financial partner, Melody facilitates exclusive small-group seminars and webinars (5-10 attendees) that focus on practical wealth management strategies from her hand-on experiences. These interactive sessions transform complex financial concepts into practical strategies, with particular focus on:

• Comprehensive health insurance solutions
• Strategic estate planning
• Retirement income protection
• Holistic family wealth preservation

Melody's expertise is validated by her professional credentials as a Qualified Retirement Advisor and Certified Trust Practitioner, along with her recognition as a Million Dollar Round Table qualifier and the court of table - a testament to her exceptional client service and professional achievement.

Professional Qualifications

• The Hong Kong Trustees' Association - Certified Trust Practitioner TM (CTP)
• The Institute of Financial Planners of Hong Kong - Qualified Retirement Adviser (QRA®)
• Medical Laboratory Technologists Board - Medical Laboratory Technologist

Awards and Designation

• The Premier Association of Financial Professionals® - Million Dollar Round Table Qualified Member (COT)