Events & Resources

We are passionate about helping you define your financial goals and make informed decisions about your wealth and life journey.

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Smashing the glass ceiling: the economics of getting DEIB right

In a change to our usual conversations around finances, I spoke to RTHK's Carolyn Wright about how fostering a positive sense of...

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Giving your financial goals the best start possible in 2024: RTHK interview

Today, Carolyn Wright at RTHK and I set about tackling the flimsiness of New Year's resolutions. Keeping on track of lofty, or ambitious,...

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Budgeting for the most wonderful time of year

With Black Friday behind us and Christmas around the corner – not to mention tax time in Hong Kong – it can be all too easy to let debts...