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Education
Whether it's advice around goal setting, how to understand a financial plan or to discover more about the issues preventing people from achieving finanical empowerment, here are our resources.
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Love is in the air... but is it in the bank?
With Valentine’s Day fast approaching, I spoke to Carolyn Wright at RTHK about the role finances play in relationships, especially as...
1 min read
Reflect and revamp: effective strategies to improve your financial habits in 2025
Have you ever wondered how you overspent during the holidays, or if your priorities are aligned with your financial goals? Â With the...
1 min read
Navigating holiday conversations: how to talk money with family
The holiday season is a time for togetherness, but it can also bring forth challenging conversations, especially when it comes to money....
1 min read
Don't be spooked: retirement doesn't have to be scary
In my line of work, I regularly talk to people about their retirement plans - where and when they'd like to retire, but also how they'll...
1 min read
Decluttering your finances: do they spark joy?
Perhaps I'm just a product of the English school system but September, to me, marks the start of a new era. The seasons are changing,...
1 min read
Interview: money tips and tricks for the rainbow families in your life
Pride Month may be coming to a close, but the lives of LGBT+ people and their families face challenges each and every day. While the...
1 min read
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...
1 min read
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,...
1 min read
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...
1 min read
Expect the unexpected: what scares us about money on RTHK
It’s natural to believe that the things we don’t know about can scare us. Any uncertainty can impact our determination to save, spend or...
1 min read
Casting a wide net: explaining what a diverse portfolio means on RTHK
Diversification is a useful strategy to reduce risk. It involves spreading your investments across different asset types, sectors, or...
1 min read
Areas to consider when making your first investments…
And why it’s never too late to start! When you look at the news (and who isn’t constantly checking these days?) you’ll find endless...
5 min read
Strategic Financial Goal setting
The second video taken from our latest webinar focuses in on Financial Goal setting. Eleanor Coleman, Principal of Financial Empowerment...
1 min read
Positive Personal Goal Setting
In our latest webinar hosted by Nancy Dungan, we addressed Positive Goal Setting. For many of us, we set New Years Resolutions by putting...
1 min read
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