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Here you'll find our latest thoughts on how the financial landscape is changing, the tools people need to reach their peak and the latest from life at the Summit.


Your financial adviser will see you now: RTHK interview
Much like a doctor, a financial adviser can be a trusted partner in your financial health and future, offering guidance that is both...

Eleanor Coleman
Sep 291 min read
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Back to school special: the costs of raising children in Hong Kong
I recently spoke to Carolyn Wright at RTHK about the costs associated with raising children in Hong Kong. As students head back to school, many parents are taken aback by the numerous expenses that arise. Children, while a joy, can be more costly than anticipated. From swimming or language lessons to catering for the picky eater stage, and the essential purchase of laptops or iPads, it's easy to see where all your money goes. Â According to Hang Seng Bank , the estimated annu
eleanorcoleman7
Aug 291 min read
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Two personal anecdotes on the importance of insurance
Everyone knows insurance offers peace of mind against the unexpected, but what does that really mean? Â I recently discussed this with...

Eleanor Coleman
Jul 311 min read
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Mid-year review: are your personal goals on track to meet expectations?
We all start the year off with great expectations. We'll spend more time with family, shift a few kilos, plan and carry out an extended...

Eleanor Coleman
Jul 81 min read
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Side hustles: the financial realities of freelancing in Hong Kong
Once upon a time it was moonlighting. Then it turned to consulting. Now it's a passion project or side hustle. Or, in internet speak,...

Eleanor Coleman
May 301 min read
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Navigating the financial playground: raising kids in Hong Kong
Raising children in Hong Kong presents unique financial challenges that prospective and current parents should thoroughly understand....

Eleanor Coleman
Apr 301 min read
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The systemic and economic barriers facing financial empowerment
As we approach International Women's Day this weekend, I recently took the opportunity to reflect on the gender parity landscape in Hong...

Eleanor Coleman
Mar 51 min read
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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...

Eleanor Coleman
Feb 61 min read
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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...

Eleanor Coleman
Jan 71 min read
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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....

Eleanor Coleman
Dec 3, 20241 min read
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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...

Eleanor Coleman
Nov 1, 20241 min read
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Overcoming loss aversion: strategies for savvy investors
When it comes to investing, our own behaviour often has a bigger influence on our ultimate success than the actual funds we invest in....
Stuart Rankin
Oct 17, 20245 min read
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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,...

Eleanor Coleman
Aug 30, 20241 min read
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Summer finances checklist
Ah, summertime - when many of us get to enjoy some much-needed quality time with our closest family members. Whether that family time is...
Stuart Rankin
Jul 26, 20241 min read
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Life is short – but not for long
When we talk to people about their financial futures, it always revolves around a plan that fuels the life they want to live. Finances...
Stuart Rankin
Jul 26, 20243 min read
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RTHK interview: the summer finances checklist chat
Everyone seems to be on holiday at the minute. And rightly so; the heat on the streets of Hong Kong can be downright unbearable at this...

Eleanor Coleman
Jul 25, 20241 min read
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Your summer finances checklist
Ah, summertime - when many of us get to enjoy some much-needed quality time with our closest family members. Whether that family time is...

Eleanor Coleman
Jul 22, 20241 min read
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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...

Eleanor Coleman
Jun 28, 20241 min read
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More money, more problems? Dealing with money-related stress
We've all experienced money stress at some point in our lives. Whether that's dealing with an unexpected bill, credit card debt or having...
eleanorcoleman7
Jun 6, 20241 min read
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More money, more problems? Dealing with money-related stress
We've all experienced money stress at some point in our lives. Whether that's dealing with an unexpected bill, credit card debt or having...

Eleanor Coleman
Jun 5, 20241 min read
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This blog is a general communication being provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.
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