Events & Resources

We are passionate about helping you define your financial goals and make informed decisions about your wealth and life journey.

Budgeting for the most wonderful time of year

With Black Friday behind us and Christmas around the corner – not to mention tax time in Hong Kong – it can be all too easy to let debts...

Expect the unexpected: what scares us about money on RTHK

It’s natural to believe that the things we don’t know about can scare us. Any uncertainty can impact our determination to save, spend or...

Casting a wide net: explaining what a diverse portfolio means on RTHK

Diversification is a useful strategy to reduce risk. It involves spreading your investments across different asset types, sectors, or...