Meet our team of friendly and experienced financial planners. Having spent years in the profession, we're best placed to advise our clients on their financial lives and help them achieve their goals.
Open-minded and creative… definitely not a ‘one-size-fits-all approach
Laurent moved to Hong Kong from France nine years ago, and was looking to overcome some retirement planning hurdles, as well as negotiating his expat contract.
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Inflation concerns as government stimulus meets post-pandemic recovery
This February/March 2021 market update is brought to you by LGT Vestra Recent weeks and moves in the market have demonstrated the link between bonds and equities. Bond yields, particularly longer-dated bond yields, have risen sharply, and equity...
Farewell, Hong Kong – 8 changes in circumstances that could lead to your new life abroad
There are many reasons to live in Hong Kong. It is one of the most vibrant cities in the world, with a mixture of cultures that makes the jurisdiction as diverse as it is exciting. As well as being the culinary capital of Asia, it’s also the...
5 practical ways you can ensure you don’t die with too much money
One important part of our role that often surprises clients is when we encourage them to spend money. It may sound like a contradiction but spending money can be as critical to the success of a financial strategy as saving and investing. Let’s be...