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RTHK interview: the summer finances checklist chat

Writer's picture: Eleanor ColemanEleanor Coleman

Everyone seems to be on holiday at the minute. And rightly so; the heat on the streets of Hong Kong can be downright unbearable at this time of year.

 

Family time away is a great opportunity to reconnect, but also to look to the future. I spoke to Carolyn Wright about the ways your family can use the downtime to have some of the important financial chats that are often pushed aside during the day-to-day chaos.

 

The Summer Finances Checklist I refer to is also available as a download, further down this page. I hope it helps guide these important conversations. Safe travels, everyone!

 

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The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Members of the St. James's Place Partnership in Hong Kong represent St. James's Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).

 

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