Will my family be ok? How to protect your loved ones whilst living in HK.
Will my family be ok? How to protect your loved ones whilst living in HK.Event Service
A collaborative talk between Pyrmont Wealth Management and Phoenix Wills, a leading HK specialist in Will Writing and Guardianship.
We will discuss the implications of what will happen to your loved ones whilst they are living in Hong Kong should something unexpected happen and you don’t have the necessary protections in place.
We will inform you how you can protect against this so that your family can avoid unnecessary distress and be left in the financial position that you would want them to be. It will include common protection gaps, short- and longer-term strategies for protecting against these risks and other areas you may need to consider.
We will discuss why you most likely need a Hong Kong Will if you live here, especially if you have young children. Plus, the importance of Deeds of Guardianship and Enduring Powers of Attorney when joint back accounts might not be recognised in Hong Kong!
An important discussion to help make sure you and your loved ones are taken care of.
Tue, April 21, 2020
01:00 PM - 02:00 PM
Director | Pyrmont Wealth Management Limited
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.
Managing Director | Phoenix Wills
Asa is the Managing Director of Phoenix Wills and originally moved to Hong Kong in 2003. Asa is very well respected in this profession and she is often invited to provide talks to businesses and employees on Will Writing and Guardianship considerations. Åsa is also a member of the Chartered Institute of Legal Executives.