Posts In Financial Planning

Invaluable not illegal: offshore investing and saving for expats

Invaluable not illegal: offshore investing and saving for expats

The term offshore often raises alarm bells with expats, conjuring up images of illegal investors stashing cash where they shouldn’t. Despite the media hype, most offshore investing is completely legal and a useful money management tool which all expats living overseas should consider. Adon Beddoes investigates.

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Adon Beddoes

Adon Beddoes

Posted on November 17, 2017 in Financial Planning.

Automated financial planning - Will robots replace financial advisers?

Automated financial planning - Will robots replace financial advisers?

Developments in technology and artificial intelligence will have a major impact on every market sector, and financial services is no exception. Duncan Taylor discusses why humans won’t be taken over by robo-advisers anytime soon.

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Duncan Taylor

Duncan Taylor

Posted on November 16, 2017 in Financial Planning.

Financial planning advice for expats in Hong Kong

Financial planning advice for expats in Hong Kong

This month, Philip Howell-Williams was invited to talk expat finances in Hong Kong with Peter Lewis on his Saturday morning show on RTHK, Money Talk. Hong Kong is an attractive expat destination, so if you're thinking of making the move here are some key financial considerations you need to take into account.

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Philip Howell-Williams

Philip Howell-Williams

Posted on November 16, 2017 in Financial Planning.

Ten habits of financially successful people

Ten habits of financially successful people

Financial success is not usually something that just happens, unless you are blessed with astounding good fortune. Financially successful people come from all walks of life but they have certain habits in common which contribute to their success. Infinity's Lynda Calver is here to give you insight into what it takes!

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Lynda Calver

Lynda Calver

Posted on August 09, 2017 in Financial Planning.

Debt Free Life: Be Like Buffet and Don’t Lose Money!

Debt Free Life: Be Like Buffet and Don’t Lose Money!

Debt is of the biggest problems we see as financial advisers. The best way to combat debt is to stay debt free, but that's often impossible in today’s world. Luckily, Trey Archer has put together his top tips for dealing with debt effectively.

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Trey Archer

Trey Archer

Posted on June 01, 2017 in Financial Planning.

Financial planning: don’t stress over things you can’t change, concentrate on what you can

Financial planning: don’t stress over things you can’t change, concentrate on what you can

When it comes to your investments, you have to learn to accept that there are a lot of issues that you have absolutely no control over. That's why Carl Turner recommends you stop worrying about what you can’t control and use the time and emotional energy that you free up to change the things you can.

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Carl Turner

Carl Turner

Posted on March 04, 2017 in Financial Planning.

Five common financial planning mistakes to avoid when moving overseas

Five common financial planning mistakes to avoid when moving overseas

Carl Turner is an expert in expatriate financial planning. In today's blog post he looks at the five common financial planning mistakes people first make when moving overseas.

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Carl Turner

Carl Turner

Posted on March 01, 2017 in Financial Planning.

Is it really worth me meeting a financial adviser?

Is it really worth me meeting a financial adviser?

Although meeting a financial planner might be as appealing as a visit to the dentist financial health is vital to your future well being and should be a priority for us all.

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Carl Turner

Carl Turner

Posted on February 28, 2017 in Financial Planning.

Moving to Malaysia: five financial planning steps in order of priority

Moving to Malaysia: five financial planning steps in order of priority

Infinity's Sam Barrie takes a look at the most important financial issues for new expatriates to Malaysia to consider.

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Sam Barrie

Sam Barrie

Posted on February 26, 2017 in Financial Planning.

Five familiar financial mistakes made by new expats arriving in Hong Kong

Five familiar financial mistakes made by new expats arriving in Hong Kong

Carl Turner, one of Asia's top financial advisers, outlines the common mistakes he sees expatriates repeat time and agian when they first move to Hong Kong.

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Carl Turner

Carl Turner

Posted on February 14, 2017 in Financial Planning.

Moving back to the UK? Manage the financial upheaval with this handy repatriation checklist

Moving back to the UK? Manage the financial upheaval with this handy repatriation checklist

Infinity's Lynda Calver looks at how UK expatriates can manage the financial issues involved in moving back home.

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Lynda Calver

Lynda Calver

Posted on February 09, 2017 in Financial Planning.

Have you become too comfortable with debt?

Have you become too comfortable with debt?

Infinity's Carl Turner looks at the issue of debt and the danger of falling into the trap of seeing at as a norm of personal financial management.

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Carl Turner

Carl Turner

Posted on January 31, 2017 in Financial Planning.

Choose one of these five financial goals for the New Year

Choose one of these five financial goals for the New Year

Infinity's Carl Turner looks at some potential financial goals for the year ahead.

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Carl Turner

Carl Turner

Posted on January 10, 2017 in Financial Planning.

How to make sure you keep your New Year’s resolutions

How to make sure you keep your New Year’s resolutions

New Year's resolutions often fall be the wayside but, as Carl Turner explains, if you apply SMART goal setting you have a much better chance of going all the way.

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Carl Turner

Carl Turner

Posted on January 06, 2017 in Financial Planning.

Financial planning for single expat parents in Hong Kong: five important areas you need to address

Financial planning for single expat parents in Hong Kong: five important areas you need to address

Infinity's Lynda Calver looks at the most important financial planning issues affecting single expat parents living in Hong Kong.

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Lynda Calver

Lynda Calver

Posted on November 21, 2016 in Financial Planning.

Four common financial planning questions Indian expats ask

Four common financial planning questions Indian expats ask

Carl Turner covers the most common questions he encounters when advising Indians working overseas.

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Carl Turner

Carl Turner

Posted on November 01, 2016 in Financial Planning.

Just moved to Hong Kong? A six point checklist for updating your finances

Just moved to Hong Kong? A six point checklist for updating your finances

Carl Turner gives some excellent and practical advice for expatriates relocating to Hong Kong.

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Carl Turner

Carl Turner

Posted on October 18, 2016 in Financial Planning.

Moving overseas? A six point checklist for updating your finances

Moving overseas? A six point checklist for updating your finances

Follow Carl Turner's six point checklist to take some of the stress out of moving to a new country.

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Carl Turner

Carl Turner

Posted on September 30, 2016 in Financial Planning.

When should you seek a financial health check?

When should you seek a financial health check?

Trey Archer highlights the times and circumstances when you should review and consider your financial well being .

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Trey Archer

Trey Archer

Posted on July 24, 2016 in Financial Planning.

Brexit – what next?

Brexit – what next?

Carl Turner takes a look at the implications of the result of the UK's referendum on EU membership.

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Carl Turner

Carl Turner

Posted on June 29, 2016 in Financial Planning.

Financial planning for trailing spouses

Financial planning for trailing spouses

Many married women are living as expatriates because of their husband's work and whether they are dependent on their husband's income or not they should still understand some financial planning essentials.

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Lynda Calver

Lynda Calver

Posted on June 08, 2016 in Financial Planning.

Turbulent Times: Financial Planning for the Brazilians in China

Turbulent Times: Financial Planning for the Brazilians in China

The Samba spirit cannot help but be muted by the economic and political crisis engulfing Brazil. However, as Trey Archer explains, Brazilians based in China have financial planning options that can help mitigate the financial fall out.

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Trey Archer

Trey Archer

Posted on May 23, 2016 in Financial Planning.

Joining Finances: it doesn't have to be a minefield

Joining Finances: it doesn't have to be a minefield

Infinity's Adam Kemp takes a look at the potentially thorny subject of setting up joint finances.

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Adam Kemp

Adam Kemp

Posted on May 17, 2016 in Financial Planning.

Financial planning for the Indian expats of China

Financial planning for the Indian expats of China

Trey Archer takes a look at financial planning issues faced by Indian exptriates lving and working in China.

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Trey Archer

Trey Archer

Posted on May 03, 2016 in Financial Planning.

Financial planning for diplomats in China

Financial planning for diplomats in China

Infinity's Trey Archer outlines financial planning services for diplomats posted to China.

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Trey Archer

Trey Archer

Posted on March 31, 2016 in Financial Planning.

Budgeting: five easy steps to getting your finances in order

Budgeting: five easy steps to getting your finances in order

Infinity's Carl Turner shares some tips on getting your finances in order.

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Carl Turner

Carl Turner

Posted on January 27, 2016 in Financial Planning.

More month than money? Five ways budgeting will improve your life

More month than money? Five ways budgeting will improve your life

Most people lose out on the potential to grow their wealth because they do not budget effectively and the resulting loss of financial control hinders effective planning and saving.

There are major benefits to working to a financial plan and in his first blog of 2016 Infinity's Carl Turner offers some reasons how budgeting will improve your life.

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Carl Turner

Carl Turner

Posted on January 07, 2016 in Financial Planning.

Money: a panacea for all ills?

Money: a panacea for all ills?

Lynda Calver takes a look at the serious message cloaked in another flippant Facebook cartoon.

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Lynda Calver

Lynda Calver

Posted on December 02, 2015 in Financial Planning.

The Cost of Delay

The Cost of Delay

New blogger Adam Kemp takes a look at the cost of procrastination when it comes to organising for financial future.

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Adam Kemp

Adam Kemp

Posted on October 09, 2015 in Financial Planning.

Financial planners: we’re not all bad!

Financial planners: we’re not all bad!

More often than not financial planners get a bad rap but that fact is that many people need help to get their financial lives in good working order. Infinity's Lynda Calver explains why you shouldn't run a mile from an ethical, regulated financial planner.

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Lynda Calver

Lynda Calver

Posted on October 08, 2015 in Financial Planning.

Five financial must-haves for expat nomads

Five financial must-haves for expat nomads

Many expats have careers that require them to change countries with unusual frequency. This introduces challenges to good financial planning. In today's post Infinity's Carl Turner takes a look at the needs of the modern day expatriate globetrotter.

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Carl Turner

Carl Turner

Posted on September 18, 2015 in Financial Planning.

Why European bankers would make terrible financial advisers!

Why European bankers would make terrible financial advisers!

European bankers made a proper hash of the Greek crisis by ignoring some fundamental principles of the financial planner. In his second look at the Greek debt crisis Trevor Keidan turns the spotlight on complicity of the lenders.

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Trevor Keidan

Trevor Keidan

Posted on September 02, 2015 in Financial Planning.

Could a competent financial adviser have saved Greece?

Could a competent financial adviser have saved Greece?

Could a decent financial adviser have helped Greece avoid its perilous debt crisis? Trevor Keidan examines how some straightforward advice might have saved a lot of grief.

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Trevor Keidan

Trevor Keidan

Posted on August 31, 2015 in Financial Planning.

Protecting your savings against the silent thief

Protecting your savings against the silent thief

In today's post Lynda Calver looks at how you can protect against inflation eroding the value of your savings.

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Lynda Calver

Lynda Calver

Posted on July 15, 2015 in Financial Planning.

How to discuss money with your partner without coming to blows

How to discuss money with your partner without coming to blows

Financial discussions can be highly emotional and are a major cause of arguments and discord between couples. In this post Philip Howell-Williams discusses ways couple can approach talking about money and maintaining household harmony.

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Philip Howell-Williams

Philip Howell-Williams

Posted on July 05, 2015 in Financial Planning.

Women, wise up! - Financial planning for single expat women in Hong Kong

Women, wise up!  - Financial planning for single expat women in Hong Kong

There are plenty of successful professional expat women in Hong Kong but statistics suggest that they are likely to have made fewer financial plans than their male counterparts. Lynda Calver explains why this is a mistake and why more women need to put themselves in control.

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Lynda Calver

Lynda Calver

Posted on June 08, 2015 in Financial Planning.

What exactly is an offshore bank account and do you need one?

What exactly is an offshore bank account and do you need one?

The term 'offshore banking' often conjures up all kinds of negative connotations but actually, as Carl Turner explains, an offshore or international bank account can be an invaluable financial tool for expatriates.

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Carl Turner

Carl Turner

Posted on May 21, 2015 in Financial Planning.

Labor’s $14bn tax grab will have major repercussions for wealthy Australians

Labor’s $14bn tax grab will have major repercussions for wealthy Australians

Carl Turner examines the potential impact to Australians of the Labor Opposition's plans to raise more than $14bn over the course of a decade by targeting superannuation schemes of the wealthy.

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Carl Turner

Carl Turner

Posted on May 04, 2015 in Financial Planning.

What to expect from your financial planner

What to expect from your financial planner

A financial planner can have a huge affect on your life so choosing the right one is an important decision. Infinity's Managing Director, Trevor Keidan gives some pointers on what you should be looking at when you are considering appointing a financial adviser.

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Trevor Keidan

Trevor Keidan

Posted on March 30, 2015 in Financial Planning.

Leaving the UK part 1: Tax and National Insurance

Leaving the UK part 1: Tax and National Insurance

In Part 1 of a double post feature Carl Turner walks UK nationals through the important steps to take when leaving the UK for an expat life. Today he looks at what to do about your tax and National Insurance.

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Carl Turner

Carl Turner

Posted on February 20, 2015 in Financial Planning.

Leaving the UK part 2: Insurance

Leaving the UK part 2: Insurance

In the second part of his look at arrangements to make when leaving the UK, Carl Turner examines how you should get your insurance affairs in order.

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Carl Turner

Carl Turner

Posted on February 20, 2015 in Financial Planning.

Could you get compensation on EU flight delays?

Could you get compensation on EU flight delays?

Few things are more frustrating than flight delays. However many expats may be in line for EU compensation if they suffered delays on any qualifying flight all the way back to 2005.
Carl Turner explains.

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Carl Turner

Carl Turner

Posted on January 25, 2015 in Financial Planning.

How to keep your financial New Year’s resolutions

How to keep your financial New Year’s resolutions

Paul Dodd shares his top tips to keeping your financial new year’s resolutions.

Happy New Year!

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Paul Dodd

Paul Dodd

Posted on January 05, 2015 in Financial Planning.

Would you trust your GP to perform heart surgery?

Would you trust your GP to perform heart surgery?

Paul Dodd uses a medical analogy to explain the difference between the roles of Infinity as a financial planner and Tilney Bestinvest as an investment manager.

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Paul Dodd

Paul Dodd

Posted on November 13, 2014 in Financial Planning.

Falling prices? It’s not as good as it sounds!

Falling prices? It’s not as good as it sounds!

Paul Dodd examines the consequences of deflation and how it impacts personal financial planning.

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Paul Dodd

Paul Dodd

Posted on October 02, 2014 in Financial Planning.

Inflation the silent assassin of saving

Inflation the silent assassin of saving

Paul Dodd takes a look at the effects of inflation and why it is important to take it into account in all your financial planning decisions.

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Paul Dodd

Paul Dodd

Posted on August 07, 2014 in Financial Planning.

Do you know your residence from your domicile?

Do you know your residence from your domicile?

Home sweet home may not be where you think it is, at least as far as the authorities are concerned. For any expat residence and domicile status are a key factors in effective financial and estate planning as Carl Turner explains.

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Carl Turner

Carl Turner

Posted on June 26, 2014 in Financial Planning.

Do nothing! What sort of advice is that?

Do nothing! What sort of advice is that?

Doing nothing might seem like odd advice from a financial consultant but sometimes it is the right thing to do. Carl Turner explains why.

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Carl Turner

Carl Turner

Posted on June 16, 2014 in Financial Planning.

The scourge of events

The scourge of events

Unplanned, unexpected events can wreak havoc with even the best laid financial plan. Ben Bennett takes a look at the 'events effect' and what you can do to protect yourself.

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Ben Bennett

Ben Bennett

Posted on May 25, 2014 in Financial Planning.

Jars! An old concept still relevant today

Jars! An old concept still relevant today

Trevor Keidan looks back to his his Grandmother's method of saving and explains why the modernised form is just as relevant for financial planning today.

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Trevor Keidan

Trevor Keidan

Posted on May 19, 2014 in Financial Planning.

I am not an investment manager

I am not an investment manager

It is a common misconception that financial planners manage and pick investments. It is easy to see why this has arisen as in Asia if a common practice. However it shouldn't be and in today's post I explain why.

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Carl Turner

Carl Turner

Posted on May 07, 2014 in Financial Planning.

A day in the life of a financial planner

A day in the life of a financial planner

Many people believe that financial planner spend most of their days studying markets and tracking stocks and shares but that is not remotely what I do. In this post I share how I actually spend my days.

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Carl Turner

Carl Turner

Posted on April 25, 2014 in Financial Planning.

Thinking is scary, planning is worse!

Thinking is scary, planning is worse!

As you get older and collect responsibilities life can get scary. However making like an ostrich really doesn't help!

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Trevor Keidan

Trevor Keidan

Posted on April 21, 2014 in Financial Planning.

What is a financial planner?

What is a financial planner?

Common misconceptions abound about what a financial consultant actually does. In this post I clarify what the job entails and what role I perform for my clients.

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Carl Turner

Carl Turner

Posted on April 15, 2014 in Financial Planning.

Money Matters

Money Matters

Money is just pieces of paper, bits of metal or digits stored on a computer somewhere - nothing particularly impressive about that. Why then is money so important to our lives?

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Carl Turner

Carl Turner

Posted on April 12, 2014 in Financial Planning.