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

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Accountability counts: How a financial adviser can help you achieve your financial goals 

If you struggle with saving and investing for retirement, a financial adviser could be the missing link to help you achieve your financial goals. Science proves that accountability makes a huge difference to goal achievement. Is it time to work with an adviser who will hold you accountable for your financial decisions?    The challenge…

definging your financial goals

Financial wellbeing challenge: Five reasons why it’s important to define your financial goals

February’s theme in our financial wellbeing challenge is ‘Define your financial goals’. In this article, we explore why this is such an important step in the financial planning process.    This month: define your financial goals Van Gogh said ‘Great things are not done by impulse, but by a series of small things brought together.’ I doubt…

buisness insurance. risk

Business insurance explained: Professional liability insurance – is your business protected?

An underinsured business is a vulnerable business, exposed to unnecessary risks that could lead to financial instability and potential bankruptcy in today’s litigious business landscape. We explore why professional liability insurance is an essential protection mechanism for your business.  What is Professional Liability Insurance?  Professional liability insurance, also known as Errors and Omissions insurance (E&O…

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Expatriate financial planning: eight rookie financial planning mistakes to avoid

Embarking on a new expatriate life in Asia offers exciting opportunities for personal and professional growth. Expatriates often also benefit from high disposable income and advantageous tax positions enabling them to fast-track towards their financial planning goals. However, managing your finances in an unfamiliar setting involves certain challenges. We highlight some common financial pitfalls that…

Financial Planning

Lunar New Year: Financial planning dragon-style!  

On 10th February 2024 billions of people around the world welcomed the Year of the Dragon. And while in the West they tend to breathe fire and inspire fear, in Asian cultures, dragons are more benevolent creatures symbolising, amongst other things, prosperity. Making them the perfect mascot for financial planners! Year of the Dragon: time…

Warranty and Indemnity insurance

Business insurance explained: Warranty and Indemnity insurance – mitigating risk in mergers and acquisitions

Warranty and Indemnity insurance is a specialist type of insurance used in mergers and acquisitions transactions to protect both buyers and sellers. We take a closer look. What is warranty and indemnity insurance? Warranty and indemnity, or W&I, insurance is a type of transactional risk insurance. This bespoke insurance product comes into play to protect…

Business fraud

Business insurance explained: Crime insurance – what is it and is it essential for your business?

Businesses face a multitude of threats every day and the risk of falling victim to fraud, burglary, vandalism or cybercrime should not be underestimated. Protecting your business with crime insurance is essential for peace of mind. What is crime insurance? Criminal activity poses a risk to all businesses, irrespective of their size. Recognising potential risks…

Legal Espenses

Business insurance explained: Legal expenses insurance – is your business protected against unexpected legal challenges?

Whether you are a one-man band or manage a much larger organisation, being financially prepared for unforeseen legal challenges is an integral aspect of corporate resilience. In this article, we explore the pivotal role of legal expense insurance in protecting businesses from unexpected legal challenges. What is legal expenses insurance? Legal expenses insurance (LEI) is…