Azimut Sinopro 安睿宏觀|全生涯理財規劃|資產管理|家族辦公室
    • About Us
      • About Azimut Group
      • Securities Investment Consulting
      • Announcements
      • Fund Sales
      • About Azimut Sinopro
      • Insurance Broker
      • Our Team
      • Milestones & Museum
      • ESG
      • Accessible Financial Services
      • Anti-Money Laundering (AML)
      • Complaints & Dispute Resolution
    • Life-style Financial Planning
      • Why Financial Planning
      • Who We Serve
      • What We Plan
      • Client Testimonials
    • Family Office
      • Last Will & Testament
      • Adult Guardianship
    • Observation
    • Knowledge Hub
      • Publications
      • Dictionary of Finance
      • Behavioral Finance
      • Modern Portfolio Theory
      • The Science of Happiness
      • Protection from Fraud
    • Join Us
    • Reservation
    Azimut Sinopro 安睿宏觀|全生涯理財規劃|資產管理|家族辦公室
    • About Us
      • About Azimut Group
      • Securities Investment Consulting
      • Announcements
      • Fund Sales
      • About Azimut Sinopro
      • Insurance Broker
      • Our Team
      • Milestones & Museum
      • ESG
      • Accessible Financial Services
      • Anti-Money Laundering (AML)
      • Complaints & Dispute Resolution
    • Life-style Financial Planning
      • Why Financial Planning
      • Who We Serve
      • What We Plan
      • Client Testimonials
    • Family Office
      • Last Will & Testament
      • Adult Guardianship
    • Observation
    • Knowledge Hub
      • Publications
      • Dictionary of Finance
      • Behavioral Finance
      • Modern Portfolio Theory
      • The Science of Happiness
      • Protection from Fraud
    • Join Us
    • Reservation
    Azimut Sinopro 安睿宏觀|全生涯理財規劃|資產管理|家族辦公室
    Financial Observation
    ​​​ Financial Viewpoints ​

    30歲工程師的財務規劃:當我意識到退休金嚴重不足 我很感謝有人引導我第一步不是投資|理財規劃|真實案例

    • Why Financial Planning
    • 2020 年 12 月 9 日
    道瓊工業指數是由華爾街日報創辦人Charles Dow以及Edward Jones創立的,因此就以他們兩人的姓氏命名,指數成立的目的,主要是為了讓投資人能對於美國整體經濟與股市走勢提供一個參考的指標。成分股隨著時間演進,持續增加至目前的30家規模。最近一次的成分股更替,則是在今年8月份,共有三家公司被剔除。

    道瓊工業指數站上30,000點,那你知道創立時是多少點嗎?那些關於道瓊工業指數的故事以及投資啟示

    • Why Financial Planning
    • 2020 年 12 月 1 日
    為什麼所有的財務問題,都不是錢的問題而是人的問題

    為什麼所有的財務問題,都不是錢的問題而是人的問題

    • Why Financial Planning
    • 2020 年 9 月 15 日
    一文了解旅平險,旅平險跟誰買怎麼買?飛安險、海外險、理賠文件

    一文了解旅平險,旅平險跟誰買怎麼買?飛安險、海外打工要買嗎?如何準備理賠文件

    • Why Financial Planning
    • 2018 年 8 月 1 日
    家庭理財規劃實例:高薪家庭不談錢,兩百萬年薪儲蓄率4%,家庭理財規劃從夫妻建立財務共識開始

    家庭理財規劃實例:高薪家庭不談錢,兩百萬年薪儲蓄率4%,家庭理財規劃從夫妻建立財務共識開始

    • Client Testimonials
    • 2017 年 11 月 1 日
    針對退休族推動「以房養老」政策的困難,因為違反了華人傳統「將房產留給子女」的觀念。文章會提供幾個選擇以解決退休金不足的問題:把房子賣掉變現、延後退休繼續工作賺錢、不買房,把錢拿來投資、及早做好財務規劃。若發現退休金不足時,應該回顧過去的資金管理,並思考其他選擇以供選擇,而不是只有「以房養老」一條路可走。

    退休族除了以房養老 你其實有4種更好的理財選擇

    • Why Financial Planning
    • 2017 年 8 月 13 日
    黃金自古以來就有保值、守財的象徵,但實際上在金融商品橫行的當代,黃金投資還是一個好選擇嗎?此文將以巴菲特的觀點為出發點,近一步拿近年的黃金走勢、總體經濟、國際關係,來分析為什麼黃金投資不是個好選擇,並且揭露黃金價格的波動其實比我們想像中的大上許多,並且以資產配置角度來看待黃金並給出建議。

    Asset allocation

    • Why Financial Planning
    • 2017 年 8 月 12 日
    家庭理財規劃實例:新婚夫婦有記帳與買保險卻始終感到不安,如何在有小孩的狀況增加家庭儲蓄率?

    家庭理財規劃實例:新婚夫婦有記帳與買保險卻始終感到不安,如何在有小孩的狀況增加家庭儲蓄率?

    • Client Testimonials
    • 2017 年 7 月 1 日
    • 1
    • …
    • 42
    • 43
    • 44

    Book an Appointment

      What would you like to address? (Select all that apply)
      Full Name
      Mobile Number (select country code, 14 digits total)
      LINE ID
      Email Address
      Preferred Contact Window

      Enter Verification Code

      Verify
      Verify
      05:00
      expires after
      Paste your 6-digit code --- it fills in automatically.
      Code expired. Click "Resend" to get a new one.

      By clicking Submit, you agree to and have read the Personal Data Protection Notice。

      You consent to our use of your information to contact you and provide our services.
      Please provide accurate personal information. Submission of false or misrepresented data will not be processed. Any resulting damage to the company or other parties shall be the legal responsibility of the submitting party.

      LOCATION

      Azimut Sinopro

      2F, No. 105, Zhouzi St., Neihu District, Taipei City

      TEL
      (02) 8797 - 5055
      FAX
      (02) 8797 - 5089

      Subscribe — Advisor Weekly Briefing

      Advisor Weekly Briefing

      When financial information overflows, what you need is clarity.

      Please wait...

      We have received your information!

      blank
      blank
      blank
      blank

      TAIPEI

      Azimut Sinopro — Taipei Office

      2F, No. 105, Zhouzi St., Neihu District, Taipei City

      TEL
      (02) 8797 - 5055
      FAX
      (02) 8797 - 5089

      Subscribe — Advisor Weekly Briefing

      Advisor Weekly Briefing

      When financial information overflows, what you need is clarity.

      Please wait...

      We have received your information!

      © Copyright 2025 Azimut Sinopro
      • Disclaimer
      • Privacy Policy
      • About Us
        • About Azimut Group
        • Securities Investment Consulting
        • Announcements
        • Fund Sales
        • About Azimut Sinopro
        • Insurance Broker
        • Our Team
        • Milestones & Museum
        • ESG
        • Accessible Financial Services
        • Anti-Money Laundering (AML)
        • Complaints & Dispute Resolution
      • Life-style Financial Planning
        • Why Financial Planning
        • Who We Serve
        • What We Plan
        • Client Testimonials
      • Family Office
        • Last Will & Testament
        • Adult Guardianship
      • Observation
      • Knowledge Hub
        • Publications
        • Dictionary of Finance
        • Behavioral Finance
        • Modern Portfolio Theory
        • The Science of Happiness
        • Protection from Fraud
      • Join Us
      • Reservation

        What financial concerns are on your mind? (Select all that apply)
        What financial instruments do you currently hold? (Select all that apply)
        Full Name
        How old are you?
        Mobile number (for contact purposes only)
        Email Address
        Marital status
        City of residence
        Current liquid assets range
        Preferred time slot for a call (within the next 3 days)
        What would you like to resolve through this consultation?

        Enter Verification Code

        Verify
        Verify
        05:00
        expires after
        Paste your 6-digit code --- it fills in automatically.
        Code expired. Click "Resend" to get a new one.
        img

        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.

        Read More

        Latest Articles

        2026 Azimut Sinopro. All Rights Reserved.

        Search Azimut Sinopro

        ×

        Popular Topics:Behavioral Finance ・ RSU Tax Planning ・ Retirement planning ・ Family Office

        繁體中文English