Hello! Welcome to our new blog, The Blog.


10/03/2016 10:44:57 PM // Written by Phil Stockton

Hello! Welcome to our new blog, The Blog.

The Blog will be home to our collective thoughts and views on any topic that excites us. .

The Blog will cover topics including but not limited to:

  • Scams to be avoided – it’s a long list that sadly keeps growing;
  • Financial Consumer Protection – prudent regulation, consumer concerns…;
  • Expatriate specific issues and news – mobile workforce related, taking advice….;
  • Financial related pitfalls faced by all of us;
  • Estate Planning – wills, trusts, power of attorney and the like;
  • Retirement Planning – what to do, what not to do and when to do things;
  • Investing – asset types, passive vs. active, strategic vs. tactical…
  • Protection Planning – the essential foundations that all client groups need;
  • Employee Retention – International Private Medical Insurance (IPMI) and ORSO Group Pensions;
  • Books, blogs, articles or interviews that we’ve read or watched and enjoyed;
  • Hong Kong related topics of interest; and
  • Anything else that catches our attention.

Do you have a specific financial planning related topic that you would like us to research and blog about?  If so, please do let us know. In the meantime you can subscribe to The Blog here or via RSS if you are a tech wizard!  

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