獎項及認可

自2001年成立以來，GIA始終追求卓越，獲得了多項獎項和認可。GIA對卓越的追求體現在其不斷努力提高客戶滿意度和保持市場領導地位上。

GIA的財務規劃師都是頂尖專業人士，其中大多數獲得了百萬圓桌會議（MDRT）資格。許多人還擁有財務規劃方面的著名資格，如RFC、CFP、FChFP、CLU 和 FLMI。GIA的許多成員經常獲得行業榮譽，並在專業機構舉辦的比賽中表現優異。

公司獎項

Year Award / Recognition Awarding Organization
2020 Global Excellence Awards – Hong Kong Most Outstanding for Comprehensive Financial Consultancy Service Acquisition International
2019 Better World Logo JCI Hong Kong
2017 Global Excellence Awards – Most Trusted for Comprehensive Financial Consultancy – Hong Kong Acquisition International
2017 Charitable Planning Advisory Firm of the Year – Hong Kong Finance Monthly – Global Awards 2017
2016 Best of the Best in Finance Acquisition International
2016 Insurance People of the Year 2015/2016 Hong Kong Economic Times (HKET) & iMoney
2015 Learning Enterprise Award The Professional Validation Council of Hong Kong Industries Limited (PVCHK)
2014 Offshore Excellence Award Acquisition International
2013 Valued Employer Award University of Waterloo
2010 Hong Kong’s Most Valuable Companies “Best of the Best” Award Mediazone Group of Publications
2009 Hong Kong’s Most Valuable Companies Mediazone Group of Publications
2004-2020 Caring Company The Hong Kong Council of Social Service

財務規劃師成就

Year Award / Recognition Awarding Organization
2020 Finalist of Lifetime Achievement Award of The 5th Asia Trusted Life Agents & Advisors Awards Asia Insurance Review and Asia Advisers Network
2019 Industry Achievement Award The Life Underwriters Association of Hong Kong
2019 Best Financial Planner Award – Merit The Life Underwriters Association of Hong Kong
2018 China’s 100 Innovative Women Entrepreneurs China Association of Women Entrepreneurs
2017 Charitable Planning Advisor of the Year – Hong Kong Finance Monthly – Global Awards 2017
2016 Best Financial Planner Award – Merit The Life Underwriters Association of Hong Kong
2015 China’s 100 Outstanding Women Entrepreneurs China Association of Women Entrepreneurs
2012 Adviser of the Year Award – Gold Benchmark
2009 Loren Dunton Memorial Award International Association of Registered Financial Consultants
2007 Quality Service Award International Federation of Financial Standards Association
2007 Distinguished Corporate Financial Planner Award International Federation of Financial Standards Association
2007 Financial Planner of the Year Award – Certificate of Merit Society of Registered Financial Planners
2006 China’s 100 Outstanding Women Entrepreneurs China Association of Women Entrepreneurs
2006 Financial Planner Award The Hong Kong Institute of Bankers
2006 Distinguished Manager Award The Life Underwriters Association of Hong Kong
2006 Financial Planner of the Year Award – Silver Prize & Outstanding Presentation Society of Registered Financial Planners
2006 Financial Planner of the Year Award – Certificate of Merit The Institute of Financial Planners of Hong Kong
2005 Financial Planner of the Year Award – Certificate of Merit The Institute of Financial Planners of Hong Kong
2005 Financial Planner of the Year Award – 2nd Runner Up The Institute of Financial Planners of Hong Kong
2005 Financial Planner of the Year Award – Silver Prize & Outstanding Presentation Society of Registered Financial Planners
2004 Distinguished Salesperson Award The Hong Kong Management Association
2004 Financial Planner of the Year Award – Certificate of Merit & Outstanding Presentation Society of Registered Financial Planners
2004 Financial Planner of the Year Award – Gold Prize Society of Registered Financial Planners
2004 Distinguished Agent Award The Life Underwriters Association of Hong Kong
2003 Distinguished Agent Award The Life Underwriters Association of Hong Kong
2002 Distinguished Agent Award The Life Underwriters Association of Hong Kong
2002 Outstanding Young Salesman Award The Hong Kong Management Association
2002 Distinguished Salesperson Award The Hong Kong Management Association
2002 Distinguished Salesperson Award The Hong Kong Management Association
2001 Distinguished Salesperson Award The Hong Kong Management Association
2001 Distinguished Salesperson Award The Hong Kong Management Association
1999 Outstanding Young Salesman Award The Hong Kong Management Association
1997 Outstanding Young Salesman Award The Hong Kong Management Association
1993 Distinguished Agent Award The Life Underwriters Association of Hong Kong
1988 Distinguished Salesperson Award The Hong Kong Management Association
1987 Distinguished Salesperson Award The Hong Kong Management Association
1985 Distinguished Salesperson Award The Hong Kong Management Association