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MPF Health Check

Don't leave it to chance.

Why do you need an MPF health check?

The Hong Kong based Mandatory Provident Fund (MPF) was introduced over 20 years ago now (time flies!), and over such a long period of time, even relatively modest monthly contributions have accumulated to become quite significant.

 

Despite that, most people pay no attention to where their contributions are invested, which doesn’t make sense, especially considering the huge variation in investment returns.

The typical approach of choosing a few funds initially and leaving it at that is simply neglectful.

 

Although most consider their MPF accounts as supplementary to their primary assets, they can accumulate significantly when taken care of.

Analyzing Data

Testimonials

Following a bout of ill-health two years ago, I was able to relax knowing that David was continuing to construct and adapt a portfolio which has weathered well the financial disruption in recent times. 

Terrance D.

For the past 5 years, David Bojan has taken a key role in helping me establish and grow a diverse portfolio of investments.

Since then, and with David's input and guidance, my portfolio has grown considerably over the past 5 years despite a very tumultuous few years of economic recession, trade-wars and a world-wide pandemic.

Cornel M.

When dealing with my finances, David's confidence and years of experience put me at ease. He is able to explain
things clearly in a way that I can understand, allowing me to relax knowing that my finances are in
good hands.

Wesley J.

Accountants

What's included?

H Capital monitors all 419 constituent MPF funds and is able to advise on where you should invest your accumulated and ongoing monthly contributions.

 

We are a fee-based business – no commissions are involved in this service – the MPF Health Check costs a one-off fee of 1.5% of the MPF account value which includes:

  • An analysis of the existing fund selection.  

  • Considering your risk appetite and personal circumstances, advice on realigning the current selection of funds, if appropriate

  • A quarterly text, WhatsApp or email with the recommended fund selection at that time.

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