Financial and monetary affairs; advisory, consultancy, and administration services relating to financial planning, strategy, investment, management and loans for companies and individuals; financial assessment, appraisals, estimates, analysis, research services and banking; finance services, including lease-purchase financing, equity financing, bonding, conducting of financial transactions, electronic money transfer services, actuarial services, acquisition, commodities financing, commodity trading, securities settlement; financial risk and loss management; preparation of financial analysis, balance sheets and reports; brokerage services, including mortgage brokerage, real estate brokerage, investment brokerage, retail brokerage, money brokerage, share brokerage, stock brokerage, municipal bonds, mutual funds, commodities, securities, debt, and financial instruments; real estate affairs; mortgage and savings advice, including but not limited to advice relating to residential properties and enhancement of mortgages; financial lending, leasing and loan services including financing of home loans, estate loans, bridging loans, commercial loans, industrial loans, secured loans, consumer loans, mortgages, investments, property development and real estate developments; mortgage protection and insurance; property valuation and evaluation; investment business and administration services including investment analysis, account services, asset and fund management, trust services, trust management and trusteeship; capital investment advisory services including capital fund investment; financial planning, returns, advice and consultancy relating to tax; estate planning services (arranging financial services) including estate brokerage and estate duty; financial advice relating to retirement and wills; insurance; providing information, advisory and consultancy services in relation to the aforesaid services; provision of all the aforesaid services including by electronic means, on-line, via a website, the Internet or other computer networks, by wireless technology, accessible by mobile phone and other Internet-enabled devices, and/or via a global computer network

Advisory services relating to financial planning; Financial planning; Independent financial planning advice; Personal financial planning advisory services; Personal financial planning services; Tax financial planning; Taxation financial planning services; Administration of investments; Administrative services relating to investments; Advice relating to investments; Advisory services relating to investments; Financing of investments; Management of investments; Pension and retirement and superannuation plans and funds; Financial sponsorship of education, training, entertainment, sporting or cultural activities