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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.


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


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


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? With the...

Eleanor Coleman
Jan 71 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....

Eleanor Coleman
Dec 3, 20241 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...

Eleanor Coleman
Nov 1, 20241 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,...

Eleanor Coleman
Aug 30, 20241 min read


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
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


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


It's time to talk to your honey about money
For some, money represents security, but for others, it's about status. Others have different views entirely. It's tough to talk about...

Eleanor Coleman
May 8, 20241 min read


Keeping it in the family: sharing wealth among generations
Talking about dying is not a favourite topic of mine, nor of anyone I know. Talking about money is also something a lot of people...

Eleanor Coleman
Mar 28, 20241 min read


Leaping into the unknown: managing finances as a couple
The 29th February, Leap Day, is traditionally a day where women should take control of their romantic lives and propose to their partner....

Eleanor Coleman
Mar 4, 20241 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...

Eleanor Coleman
Jan 25, 20241 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,...

Eleanor Coleman
Dec 28, 20231 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...

Eleanor Coleman
Nov 29, 20231 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...

Eleanor Coleman
Oct 31, 20231 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...
info6972757
Sep 26, 20231 min read


Living the dream: supporting our ideal lifestyles after we stop working
I recently spoke to Carolyn Wright on RTHK’s Money Talk programme about how important it is to be planning earlier for retirement, so...
info6972757
Sep 19, 20231 min read


May 27th - Ladies Who Learn Book Group
How Women Rise book review Hear a review on the book "How Women Rise" by Sally Helgesen & Marshall Goldsmith. What we hope you’ll gain...
info6972757
Apr 27, 20211 min read


June 2nd - Why “A Man is Not a Plan”
Planning for a secure future, be it for yourself, your family or your business is one of the most important steps you will ever take....
info6972757
Apr 27, 20212 min read
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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