Sensible investing - the pursuit of a better investment experience
Sensible investing - the pursuit of a better investment experienceEvent service
Thu, December 05, 2019
12:15 PM - 02:00 PM
AustCham Business Centre, Room 301-2 3/F Lucky Building, 39 Wellington Street, Central
Pyrmont Private Wealth Management
Simon has over 10 years of experience helping Private Clients with Life Centred Financial Planning, 7 of which have been in Hong Kong. He is an advocate of fee-based financial planning, behavioural finance and evidence-based investment management. Simon firmly believes in helping clients to not only get a better return on investment but also to get a better Return on Life. As a result of this belief, he has developed a unique process called LifePlan. Simon is a regular contributor and panellist on Financial Planning matters in Hong Kong.