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Financial wellbeing challenge: how to optimise your savings by aligning your investment strategy with your financial goals

An effective financial plan starts with goals. Once you’ve defined these, you need to align them with appropriate investment strategies. We take a look at the different investment options available to achieve your short, medium, and long-term goals.   The importance of financial goals Financial goals are the foundation of any effective financial plan, providing…

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Retirement planning: How has the cost of living crisis affected your pension pot?

Recent research shows a shocking rise in the pension pot needed for basic retirement and highlights the need for effective retirement planning. Is your retirement fund inflation-proof?   The problem: rising costs are eroding the value of pension savings To say the cost of living crisis is playing havoc with pensions is an understatement. At…

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First-class financial planning over two decades: Happy birthday to us!

As Infinity turns twenty, Managing Director, Trevor Keidan looks back on 20 years of providing first-class financial planning services to clients across Asia. Humble beginnings Arriving in Asia in 2002 following a stint in the financial services sector in London, Trevor was shocked by the state of the industry, particularly the inadequate services offered to…

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…

Group Medical Insurance in Vietnam

Group Private Medical Insurance in Vietnam: Top benefits and expert tips on choosing a policy

If your company is looking to reap the numerous benefits of offering group private medical insurance in Vietnam, William Gray has got you covered. Here’s what you need to know. Why your company needs group private medical insurance Surveys show that private medical insurance (PMI) ranks as the most important employee benefit amongst both employees…

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…