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Financial planning: the goose is getting fat, but what about your savings? Seven wealth-building tips to set you up for a positive 2025

Christmas is coming, the goose is getting fat, but what about your savings? Have you managed to build wealth this year? If not, set yourself up for 2025 with these wealth-building strategies. Christmas is coming, the goose is getting fat… The Christmas countdown is well and truly on, bringing with it a chance to pause…

Financial wellbeing challenge: a handy checklist for your annual review

A regular financial review is crucial to ensure you’re staying on track with your goals and making sound decisions for your future. Conducting an annual review not only helps you evaluate your current financial situation but also empowers you to make adjustments that will enhance your financial wellbeing. By using this comprehensive checklist, you’ll gain…

UK Budget

Financial planning and the UK Budget Autumn 2024: key takeaways for expatriates in Asia

Last week, Rachel Reeves, the Chancellor of the Exchequer, delivered Labour’s first budget since 2010. Here’s a roundup of the main points.   UK Autumn Budget highlights The UK’s Autumn Budget for 2024 was groundbreaking as the first ever to be delivered by a female chancellor. It was also Labour’s first budget since 2010 and…

Retirement

Retirement Planning: Expats are woefully unprepared for retirement, are you one of them?

Has ‘The mañana mentality’ left you unprepared for retirement? Now is the time you need to think about financial planning for when you stop working.   Most expats are woefully unprepared for retirement The sceptical amongst you might think that, as a Retirement Planner, I would say that. However, the statistics back it up, with…

Wealth Protection

Financial wellbeing challenge: the importance of wealth protection

In August, as part of our 2024 financial well-being challenge, we turn out attention to wealth protection, the foundation of any financial plan. Without it, any wealth you accumulate is extremely vulnerable. Here’s why you need to protect your life, health, and income and how to do it.   The financial planning pyramid In case…

Financial planning. When is a good time to save

Financial planning: The A-Z of spending less and saving more

‘Do not save what is left after spending; instead, spend what is left after saving.’  How do you follow this advice from uber-investor, Warren Buffet? We’ve put together this A-Z list to show you exactly how.   Why you should save before spending Prioritising saving over spending is crucial for achieving long-term financial stability and…

education-fee-planning-a-degree-with-artificial-intelligence

Education fee planning: With AI replacing many jobs, is it still worth getting a degree?

With AI replacing white-collar jobs in numerous fields and the cost of a degree continuing to rise, is it still worth getting a degree? We consider the merits of university education, highlight some important considerations for potential undergraduates and give some tips on education fee planning. AI and the evolving job market According to Accenture,…

Self Care. Financial Planning

Financial planning for self-care: the why and the how

24th July is International Self-Care Day. What does that have to do with financial planning? Well, a lot actually. Financial wellbeing and mental health are inextricably linked so improving your financial health will boost your overall wellbeing. Financial wellbeing and mental health The World Health Organisation places so much importance on self-care that it has…

Paris Olympics 2024

Gold medal financial planning: four habits to manage your finances like an Olympian

As the 2024 Olympics kicks off in Paris on 26th July, we take inspiration from the world of sport, pinpointing four key habits of elite athletes that can be applied to your financial planning. Manage your finances like an Olympian Achieving financial success might not require quite the same commitment and strategic planning as training…