A leading provider of expat financial services and wealth management services across Asia.

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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…

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…

Group Medical Insurance

Group health insurance: Best practices for HR directors and CFOs

Group health insurance provides significant advantages for your business, but finding the right coverage for your employees at a competitive price can be challenging. We’re here to guide you through the process! Why provide group health insurance for your employees Whatever your business, in Asia’s competitive business landscape, your employees are your most valuable asset.…

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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…