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Financial Plan
Our previous piece explained why in uncertain times you should leave investment portfolio alone, and historically we’ve seen a strong rally from global markets. Whilst there may be more downside to come, we know that investors who miss…
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Read moreBudgeting in Hong Kong?
In the second instalment of articles from our Guide to Financial Planning in Hong Kong, we discussed why having a plan is essential when it comes to managing your finances, knowing what you want to achieve with…
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Read moreA Guide to Spring Clean Your Finances
The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity.’ Our busy clients often lamented that they never had time to focus on their finances. However, during the COVID-19 pandemic, we witnessed a surge…
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Read moreAvoiding the Lazy Tax
If you have gone through our 5 steps to creating a budget and feel like you have everything under control, what next? The 6th point in our guide to Spring Cleaning your finances is to avoid lazy…
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