Long-term resident of Hong Kong
I’ve been a resident of Hong Kong since the 1970s. Previously a Chartered Accountant, I’m now fully retired as of June 2020.
I knew that cross border planning was extremely complex, so I needed an expert to guide me through the available options. BMP Wealth was recommended to me by one of the first IFAs in Hong Kong.
I have a good relationship with my financial adviser at BMP, who has guided me through matters such as reorganising my affairs and transferring my investments over. He’s very clear and transparent, and we have quarterly meetings where we discuss the progress of my portfolio. He understands my risk profile completely, and I appreciate that all of the fees are discussed up front.
I’m admittedly a bit of a dinosaur when it comes to technology, so it’s ideal being able to sit down with someone and go through things like making the best use of my dashboard.