Azimut Sinopro is Taiwan's premier IFA-based financial planning leader, walking with 5,000+ Taiwanese families through 30 years of their financial journeys — backed by Azimut Group, Europe's largest independent asset manager.
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現金流管理 & 生涯資產模擬試算
Risk management
Asset allocation
Life-style Financial Planning
Our Team
由經驗豐富的理財規劃顧問組成,擁有國際認證資格,尤其專注中產到高淨值家庭規劃需求。
實務經驗
客製化方案
致力為每位客戶提供客製化的理財規劃方案,充分考量個人財務狀況、長期目標和風險承受度。
服務客戶
全方位服務
From Azimut Group — one of Europe's largest independent asset managers, delivering one-stop comprehensive financial solutions.
in Assets Under Advisement
委託安睿宏觀幫我做的財務總體檢,對於我們這種 財務外行的工程人,著實幫助太大了!感謝顧問團隊,讓我更瞭解我的現況,以及未來清楚的走向,讓生活更為踏實!
Nvidia輝達 封裝部門經理
江先生
我認為「理財,為了讓自己專注在人生中更重要的事情」 經過幾年的理財規劃服務下來,心情上安定許多,我可能對於人生三、五年以内的事情有明確的想法。 但我認為一個人很難靠自己合理規劃跟全面評估長期理財需要
凌華科技 產品專案經理
廖先生
本來以為我是跟理財顧問無緣的人。但經過友人介紹,我接觸了理財規劃顧問服務,意識到: 時間,是最重要也最稀缺的資源。 在經過理財規劃服務多年後的我,發現原來不用再記日常流水帳、高額支出可以不再有罪惡感。
緯創資通 資深經理
蘇先生
因為家庭財務不透明,加上生活的隱形消費, 到了買房時發現頭期款不夠!透過顧問協助我們將財務釐清並妥善規劃後,發現原來買房與期望的環遊世界夢想原來都能安心實現。
南科 資訊工程師
Mr. Lee
Financial Planning
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the Personal Data Protection Notice
In accordance with the Personal Data Protection Act, we are required to inform you of the following. Please read carefully:
| 1. Purpose of collection: | ||||
| Book an Appointment | ||||
| 2. Categories of personal data collected: | ||||
| Including name, date of birth, ID number, passport number, photo, gender, marital status, address, email, phone, fax, family, education, employment, financial status, and other personally identifiable information. | ||||
| 3. Period, Region, Parties, and Methods of Use: | ||||
| 1. Duration: | The retention period for the specific purpose of personal data collection, the retention period prescribed by relevant laws or contractual agreements (e.g., the Business Accounting Act), or the retention period necessary for the Company to conduct its business operations. | |||
| 2. Region: | Taiwan, locations of international data transfer recipients, and business premises of affiliated institutions. | |||
| 3. Parties: | The Company, JCIC, outsourced service providers, international data recipients, affiliated institutions, and competent regulatory authorities. | |||
| 4. Methods: | Email Address | |||
| 4. Under Article 3 of the PDPA, you may exercise the following rights regarding your personal data held by us: | ||||
1. Request to inquire, review, or obtain a copy from the Company; reasonable cost may apply per applicable law. 2. Request supplementation or correction with appropriate explanation. 3. You may request that we cease collection, processing, or use of your data, and request deletion; however, we may decline where required by law for business operations. | ||||
| 5. You may freely choose whether to provide personal data: | ||||
| 台端得自由選擇是否提供相關個人資料,惟台端若拒絕提供相關個人資料,本公司將無法進行必要之審核及處理作業,致無法提供台端相關服務。 | ||||
