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

Financial wellbeing. Diversification

Financial wellbeing challenge: Diversification – the key to managing investment risk

July’s theme for our financial well-being challenge is investing wisely. One crucial element to savvy investing is diversification. Find out how to manage investment risk by diversifying. What is diversification? A well-diversified portfolio is absolutely key to a successful investment. But what does diversification actually mean? There are a number of different asset classes that…

Financial planning review

Financial planning: 20 questions to consider in your mid-year review

The 2nd of July was the mid-point of the year, making this month the ideal time to review your financial planning and action any necessary changes. But how do you go about it? We’ve put together this handy list of questions to help you. Why a mid-year review is important Our lives are in constant…

High earner, no savings

Financial planning problems: Six-figure salary and broke? You’re a HENRY

If you earn six figures and still feel constantly broke, you’re a HENRY. A financial adviser can help you take control of your finances and make you rich! What is a HENRY? Does your household earn between $100,000 and $250,000 yet you constantly feel broke? Then you are a HENRY: High Earner Not Rich Yet.…

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Financial wellbeing challenge: Investing wisely – why slow and steady wins the race

An important objective of any financial plan is to build wealth to guarantee financial security over the long term. While it might be tempting to chase quick gains, when it comes to saving and investing it’s better to be a tortoise, than a hare. The tortoise and the hare In the classic fable of the…

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Investment management: Four questions you should ask before committing to an investment

Investing is essential for building wealth and securing your financial future but comes with inevitable risks and uncertainties. Whether you’re a seasoned investor or starting, making informed decisions is crucial to achieving your financial goals. We outline four key questions to ask before committing your hard-earned money to any investment. Investing to build wealth Whatever…

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Financial wellbeing challenge: the top 10 retirement planning mistakes to avoid

In 2022, Nataxis conducted an extensive survey involving 2,700 financial advisers from 16 countries. They identified the 10 most common mistakes people make when preparing for retirement. We offer some practical advice on how to avoid them. The top 10 retirement planning mistakes to avoid Retirement planning mistakes can significantly impact your quality of life…

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International Widow’s Day: Financial planning to support your loved one in times of loss

The UN observes International Widow’s Day on 23rd June to address the poverty faced by widows around the world. We outline how you can plan to protect your loved one financially in the event of your death. Financial planning for times of loss It is estimated that nearly one in ten widows worldwide lives in…

Retirement Planning

Financial wellbeing challenge: Retirement planning is essential if you don’t want to work into your 70s

Blackrock CEO, Larry Fink, has warned that retiring in your 60s may become impossible for the majority of workers. If you want to choose when and how to retire, retirement planning is the only way.   Retiring in your 60s: an impossible goal? People are living longer and the cost of living is rising. Both…

University Education Fees

Education fee planning: Advice for parents preparing to send their children to university in the UK

A UK-university education is highly regarded and many local and international families in Asia desire this for their children. But it’s not cheap and needs careful planning! We’ve put together this brief guide for parents preparing to send their children to university in the UK.   The UK: a study destination of choice around the…