PROJECT GRACIOUS

The Story

The experiences in assisting in complicated insurance claims, wealth allocation, and probate procedures of a 55-year-old man’s sudden passing leaving behind 16 and 24-year-old daughters, a divorced wife and a 62-year-old sister, ignited my passion for creating Project Gracious - a self-initiated free community work to help young families to consolidate multi-company scattered insurance policies, finances, emergency contacts, family health history, etc into a family emergency file - one that can be used by anyone in the family without panic in case of emergency or one’s passing.

COMMUNITY SERVICE FOR YOUNG FAMILIES

We understand as young parents, you are being “sandwiched” and most of the family members’ expenses will be on you. Project Gracious is an initiative to help young families like you, with kids and retiring parents, better equip yourselves for the future.

All services are free and on a limited quota every month, first-come-first-served. Please make your appointments here (we are currently focusing on families in Hong Kong only).

ALL-IN-ONE FAMILY EMERGENCY FILE

(File Consolidation Service)

WHAT'S INCLUDED FOR EACH FAMILY MEMBER:

  1. One-pager insurance summary

    • Insurance types

    • Major benefits

    • Sum assured

    • Agent contacts

  2. Emergency wallet card

    • Summary of the one-pager


BENEFITS:

  • Get to know unused benefits

  • Know if there are any cash values available for other usages

  • Know your rights

  • Discover if any duplications

  • Cleaned-up multi-company insurance plans in one file

  • Consolidated emergency contacts for the entire family

Testimonials

  • "Grace has been very patient and helpful in getting all our family finances organised! With this file, I am able to get my parents' medical coverage details which had been a very difficult task for the past decade."

    J. Chan

  • "I didn't expect to discover so much about my parents, especially on their medical history that they never talked about before. I'm glad I know now, so I can be aware for my kids' health."

    M. Wong

  • "A good way for me to start discussing about money and retirement planning with my husband."

    G. Leung

  • "A well thought-out process and consultation that let us gain a lot of clarity as first-time parents..."

    S. Y.