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A 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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Evaluating Your Investments and Creating a Long-Term Financial Plan
Table of Contents 1. Assessing Your Current Investment Portfolio 2. Setting Long-Term Financial Goals…
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Read moreRebalancing – do I really have to?
Most human beings find it difficult to be investors. We’re brought up to try and purchase items when they are cheap and avoid them when they are considered expensive, however, the data suggests this is often not the case for…
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Questions to Ask Your Money Manager
Table of Contents 1. Are you a Fiduciary?2. Are you Independent?…
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Read moreAvoiding the Lazy Tax
Table of Contents What is lazy tax?How can I avoid paying it?…
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Financial Plan
Table of Contents What do you want to achieve with your money?Where are we…
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Read moreBudgeting in Hong Kong?
Table of Contents Budgeting in Hong Kong?5 Easy Steps to Create a Budget…
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