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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.


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...
eleanorcoleman7
May 29, 20241 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...
eleanorcoleman7
May 9, 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


Considerations when buying UK property from overseas
This week I joined UK Mortgages expert Neil Jensen as a guest on his Podcast Series, Around the Houses. Together we covered the basic...
info6972757
Aug 5, 20221 min read


Planning for your financial future as a new mum
Organising your finances, from protection to pensions, is important when you become a parent, but it can seem a daunting addition to your...
info6972757
Mar 4, 20223 min read


How to be part of the rise of women’s wealth
How money confidence can help women to unlock their financial potential. When we talk about women and wealth the conversation tends to be...
info6972757
Mar 4, 20223 min read


Positive Goal setting Workshop
Planning for the future is one of the most important things we can do, but as women we often put ourselves last on our own to do list....
info6972757
Oct 11, 20212 min read


TALKING TO DAUGHTERS AND GRANDDAUGHTERS ABOUT MONEY
The right financial education for children is key to levelling the playing field between men and women, says Sharon Bonfield,...
info6972757
Oct 6, 20214 min read


Mortgage & Property Masterclass
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
Aug 4, 20212 min read


July 1st - Finances for LGBTQ+
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
Jun 21, 20212 min read


June 24th - Ladies Who Learn Book Group
Becoming by Michelle Obama review Hear a review on the book "Becoming" by Michelle Obama. What we hope you’ll gain from this webinar: -...
info6972757
Jun 18, 20211 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...
info6972757
May 5, 20215 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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