理財

最近有銀行公佈一項調查，全港市民在銀行的儲備金額達致15萬億港元。意思是市民收到工資後，扣除開支例如供樓吃飯消遣等，有剩後放在銀行不動的金額。

Legacy planning. Estate planning. Succession planning. What do all these phrases mean? Am I too young or is it too early to consider such plans? Life as we know it, does not always go according to plan. For example, an unexpected pandemic may have forced a career change on you. Suddenly, you need to dip […]

During these turbulent economic times, people may be tempted into taking drastic action with their investment portfolio. For example, if a RM100,000 investment is reduced to RM80,000, that may trigger various reactions towards that RM20,000 loss, such as selling all or some portion of the investment, buying more of that investment, or even doing nothing […]

Nowadays, the words “health” and “healthy” are very important. While the pandemic has taught many people different lessons, one of the most central ones is that it’s important for us to be healthy. Without good health, all other things may not take place, or be sustainable. The concept of being healthy isn’t just limited to […]

A good financial plan creates a roadmap or a guiding light for your financial life journey. It’s more than money and gives you an overall picture of where you stand financially and where you’re heading to. It should include financial details about your cash flow, savings, debts, investments, insurance, and any other aspects of your […]

What does retirement look like for baby boomers? We speak to five financial planners about baby boomers and how they won’t (or can’t?) stop working. For most of us, steady work and a monthly salary for 35 years straight sets wheels in motion that cannot be abruptly halted. What happens when the appearance of a […]

This is the first part of this six-part series, where these topics will guide those who have just started to work or have just started their journey to build a strong financial foundation. Before we set out to achieve anything, it always starts with our mindset. How do you know what your money mindset is? […]

“Soo Yee, I saw someone on Instagram saying that stock investment is better than unit trust investment. What is your view?” This is one of the questions that I get from my client on investment. Everyday, we are bombarded by a myriad of information on social media. It’s especially important to process the information, rather […]