Knowledge and support
you can rely on.

Giving you the bigger picture
with insights in the
ever changing industry.

Creating lasting value
through experience
and engagement.

Way Financial serves as a platform to support driven entrepreneurs in building their company and business in the financial services industry. From the start of their professional career in helping clients understand the merits of financial planning, to their incorporation and branding development, business-minded financial advisors are guided by the Way Platform in areas of industry and product knowledge, compliance, operational strategies and many more. One especially attractive component of the Platform is its ability to help its partners connect – to other professionals, clients and others – so as to provide an enduring stream of revenue for those connected.
The icon, featuring two persons holding hands and swapping colours, is a symbol of sharing and connecting which underlines the foundation of our platform, with the circular dots an embracement to new technology in doing business efficiently.
The blue colours refer to the deep ocean, representing immense potential and capacity, and its reception and support of various rivers, as partners – as highlighted in the Chinese name.
ads-wayfinArtboard-1
~Way Platform: We Are Your Platform~

Unique Trainings

Bringing different heavyweight speakers presenting on different topics

Prospecting Client Events

Regular (at least twice a month) events organized for Members’ use

Profit Sharing

Growing business closely together by sharing profits with Members

For expert guidance and know-how you can trust the Way Platform.

“I am able to make use of the various resources available immediately – client events, social media support – never has my client prospecting been so efficient and effective!”

Carmen Ke TOT

Founder of Guaranti WealthPlus
“Way’s back-office helps me stay worry-free about all the paperwork and business administration so I can focus on my clients and further education.”

Sophia Li CFP CIM COT

Principal of Wealthpedia Financial
“I feel a lot of support at Way and that my business and contribution is valued.  It has given me the drive to utilize the different resources here to do greater business.”

Amanda Ngan MDRT

President of Aristo Wealth Management
“Way’s training is my best support – different topics by different trainers help me with my every need.”

Hayman Tam

Chief Advisor of Wealth First Financial Planning
“Getting a generous stream of residual income gives me the confidence and encouragement in new ways I can now do my business.”

Esther Yu

President of SuperAchievers Financial
“I was in the sector for 15 years and never had my business picked up so rapidly. Way’s big-ticket campaigns have given me new opportunities to generate more income.”

Jennifer Chan MBA

Principal of Unique One Financial
Listen to Their Stories
Find out how the Platform can help your business grow.

    New Member's Name

    New Member's Phone Number

    New Member's Email Address or WeChat ID

    When New Member Wishes to Meet


    Existing Member's Name

    Comments