About PACMONT

Hong Kong Insurance Brokerage. Built for Partnership.

PACMONT supports insurance services in Hong Kong alongside partners who value their client relationships. Clear responsibilities guide the journey from initial needs discussions to ongoing policy service.

HONG KONG INSURANCE BROKERAGEPACMONT
Hong Kong harbour and city skyline

Hong Kong expertise. Connected to your clients.

CLEAR ROLES. ONGOING SERVICE.

You connect the clients.We provide the expertise.

Illustrative client consultation setting
01

What we do

We support insurance consultations and service in Hong Kong for referred clients, including needs assessment, policy explanations, applications and ongoing policy matters.

02

How we work with you

You connect the client; we support the insurance journey. We agree on roles, service scope and follow-up, with the client’s consent for necessary information handovers.

03

What matters to us

Client trust, privacy and continuity of service. Insurance arrangements should reflect client needs, key terms and limitations should be clear, and each partner should understand their responsibilities.

Meet the PACMONT team

Meet the Team

Know the people behind the partnership

Explore our team’s professional backgrounds and experience to understand how we can support your clients.

Hong Kong Insurance Brokerage · Partnerships

Let’s Discuss How to Support Your Clients

Share your contact details, location and partnership interests, or email us directly. We will use this information to arrange the next conversation.

Discuss a Partnership
Cherly

Professional Background

Cherly

Cross-Border Client Service · Family Coordination

Cherly focuses on cross-border client service and family coordination, helping families clarify needs across identity planning, education, healthcare, wealth management and succession while connecting the appropriate professional resources.

  • Values long-term relationships, client privacy and thoughtful service.
  • Experienced in needs assessment, multi-party communication and cross-regional coordination.
  • Supports important family arrangements with a clear and structured approach.
AJ

Professional Background

AJ

Insurance Brokerage & Wealth Planning · 17+ Years

A Hong Kong business administration graduate with more than 17 years of experience in insurance brokerage and over 15 years of experience developing the Mainland China market.

  • Held business leadership and Responsible Officer (RO) roles with Chinese, Hong Kong, Taiwanese and Australian multinational financial groups.
  • Delivered professional training to more than 50,000 business practitioners.
  • Organized hundreds of client salons and spoke at more than 100 seminars of varying scale over 17 years.
  • Designed customized wealth allocation solutions for more than 100 ultra-high-net-worth clients.
Cannan

Professional Background

Cannan

PRC Certified Tax Agent · CFP Professional

Cannan brings 19 years of experience across the financial services value chain and more than a decade of hands-on cross-border wealth management practice. Cannan has served as an invited professional lecturer for leading financial institutions, holds PRC Certified Tax Agent and CFP credentials, and is qualified across securities, funds, futures and insurance.

Cannan specializes in cross-border asset planning, wealth preservation and succession, including next-generation transition structures for family businesses, domestic family trusts, offshore trusts, diversified cross-border insurance and cross-border tax compliance. Having served more than 300 global high-net-worth families, Cannan designs integrated solutions for asset protection, intergenerational succession and tax optimization, with practical experience in offshore trusts, US-dollar policies, CRS compliance, US tax resident planning, outbound entrepreneurs and family business owners.

Steven

Professional Background

Steven

Xi'an Jiaotong University · Global Business & Strategy

Steven studied Finance at Xi'an Jiaotong University and brings 18 years of market and business management experience. He focuses on global business development, organizational strategy and high-net-worth client service, providing practical resource coordination and decision support for entrepreneurs and cross-border families.

Rebecca

Professional Background

Rebecca

Private Banker · AFP Certified

Focused on global asset planning, Rebecca provides one-stop wealth solutions spanning education and healthcare management, legal and tax structuring, and family succession.

  • Global asset planning
  • Education and healthcare management
  • Legal and tax structuring
  • Family succession and wealth solutions
Johnny

Professional Background

Johnny

University of Southern Queensland MBA · Cross-Border Wealth Management

Johnny holds an MBA from the University of Southern Queensland and studied Economics at Chinese Culture University. He brings more than 20 years of experience across financial services, private banking, insurance, securities and cross-border wealth management.

He has held a regional leadership role at a wealth management company and management positions in insurance services, with experience spanning strategy, operating model design, channel development, training, business growth and operations.

  • Advised private banking clients across insurance, funds, private equity, financing, foreign exchange and trusts.
  • Experienced in Hong Kong and international securities, futures, insurance and trust solutions, as well as cross-border insurance operations and sales enablement.
  • Holds relevant qualifications across funds, trusts, futures, insurance and securities, together with the CPWM credential.
  • Specializes in wealth management platform design, commercial strategy, marketing, team leadership and industry research.
Joey

Professional Background

Joey

UCSF · Shenzhen University · Global Cross-Border Operations

A graduate of the University of California, San Francisco and Shenzhen University, Joey combines an international academic background with network engineering expertise and practical global market experience. He focuses on cross-border operations, digital infrastructure and multi-market coordination.

As a professional trader and Crypto market operator, Joey emphasizes trading discipline, risk management and strategy execution. He also brings primary-market experience in the US Bitcoin mining sector, with practical insight into digital asset infrastructure, mining ecosystems and market operations.

  • Cross-border operations, process design and multi-region project coordination.
  • Network engineering, digital infrastructure and system reliability.
  • Professional trading strategy, risk control and market execution.
  • US Bitcoin mining primary-market experience, Crypto research and strategy execution.