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Evaluating Your Investments and Creating a Long-Term Financial Plan

  Investing is a crucial component of long-term financial planning. It allows individuals to grow their wealth and achieve their financial goals over time. As we enter a new year, it is essential to review your…

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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’. It is a familiar refrain from our busy clients that they never have time to turn their attention to their finances. We have seen…

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Rebalancing – 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

All too frequently we come across clients who have little understanding of the financial products/instruments they hold. Often the performance will be sub-par (being generous), generating returns far below the appropriate benchmark based on the risk being taken. Most…

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Avoiding 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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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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Budgeting 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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