Is doing a Health check, regularly, enough to lead a satisfying life?

Sep 17, 2020

We all know that to lead a good life one needs to be in good health. But there is something else you need besides Health?

It is Wealth! Forget what you have been told that money does not make happiness.

“In recent decades, having more money has become increasingly associated with greater happiness.  The Expanding Class Divide in Happiness in the United States, 1972—2016, found that among people age 30 and older, the correlation between income and happiness has steadily risen over the years.”

Without sufficient wealth, your health and that of your family will be affected. The same way you plan regular health checks, get yourself a wealth check.

Not just your bank balance and pension but also your lifetime cash flow and how it fits with your goals and aspirations.

You can do your own Wealth Check. I will share templates for free so you will know how Wealthy you are.

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Free social media promotional tips

Sep 15, 2020


Whether you are employed or running your business, you must promote yourself online. How? Through social media!

Do I need to convince you that to get more exposure online networking is the way to go? So here some action to take immediately.

This is the most important one:

  • Get your profile to be as clear and appealing as possible.

Any internet search for your name or your profession will lead to your social media profile. That profile is a powerful tool and is in fact your landing page. So whenever somebody searches that profile the first encounter many interested visitors will come across is that profile.

Well, make that first impression a compelling reason for a connection to occur.
Try to have a logo behind your up to date picture.
Spend plenty of time to keep your social media profile bio up to date: check out those you want to emulate. Word it in such a way that the first two sentences become your elevator pitch, with the rest of the profile in “read more”....

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AFOA Collaboration

Sep 15, 2020

AFOA presenting “Private Wealth & Family Office” training!

Like most merchant towns, banking activities in Hong Kong date back many centuries. A range of skills and competencies have over time been built to confirm Hong Kong as a financial hub.


Thanks to a partnership with the Private Wealth & Family Office - Swiss Certified (PWFO) association, the CCIG is offering to its Members a training programme allowing them to acquire the basics to providing Private Wealth & Family Office (PWFO) Services.


The programme covers a wide range of topics through the perspective of a PWFO practitioner and aims to provide a clear study for all those interested in the subject of private wealth services to individuals and families.


The course has been developed by a Swiss-based specialist who has practiced as a "Family Office" for more than twenty-five years with clients such as private bank families, HNWI, and families as well as with entrepreneurs.


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The Shift from Continuous Professional Development to Lifelong Learning

Sep 14, 2020
𝐖𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐚𝐠𝐫𝐞𝐞 𝐭𝐡𝐚𝐭 𝐦𝐨𝐬𝐭 𝐢𝐟 𝐧𝐨𝐭 𝐚𝐥𝐥 𝐥𝐢𝐛𝐞𝐫𝐚𝐥 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 𝐡𝐚𝐯𝐞 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐲 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞𝐢𝐫 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐛𝐨𝐝𝐲’𝐬 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 𝐢𝐧 𝐂𝐏𝐃, 𝐚𝐬 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬 𝐨𝐟 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧? 👨‍💻
The ritual of just making sure the hours were completed, more figured out the need to embrace lifelong learning. Now the Coronavirus has forced a sea change in all professional learning and development, with technology playing a pivotal role. What was going to happen anyway has been accelerated by the pandemic leading to the conversion to virtual meetings.
What seems to become the norm now is that with virtual professional learning is that learning and development in all forms are more accessible. What is sure is that there is now a level playing field with fewer intermediaries. So, to progress look at what you need for you to progress first, then add your employer in that.
Do not stay a prisoner of what the professional bodies deliver. With thousands of courses available,...
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Switzerland: the reasons for its success!

Sep 11, 2020

What are the 5 reasons that Countries succeed? Here are 5 that propel to become one of the best countries in the world.

1.  National Spirit. 
2. Free market.
3. Global Trade.
4. Direct democracy (referendums).
5. Strong work ethic.

Free Market:
Among the first of Nations to grasp the opportunity that a free market offers.  From around 1200,  with their work ethics, the Swiss develop the concept of soldiering into a profession. They earned good wages by offering their services as Mercenaries in Europe. When demands for that activity declined the Swiss ex-Mercenaries used the network they had built to develop trade and commerce.

These centuries of re-invention, improvisation, and innovation is now in-built in their DNA and is the cause of prosperity in Switzerland. It is having a competitive free market economy. All the other supporting causes necessarily flow from it and are caused by it.

Become your own Switzerland and build an international network to...

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Family Office: do you really need one?

Sep 09, 2020

Family Office:  do you really need one?
Do you agree that we need at least 1 million dollars to be able to open a Family Office?

To perpetuate the elite syndrome and penalise yourself than wait until you get you few millions before starting one. The reality is that you are already part of a family so, building structures around it to operate as a “family office” is achievable.

So how do you cut out the myth that has been built to make you believe it is not for you and your family.

Here is what made my eureka moment:

  1. It has nothing to do with how much one is worth NOW but how much we want it to be.
  2. What the system does not tell you is that really the purpose of a family office is to develop an integrated wealth strategy.
  3. So even if you are in negative equity, you should have an integrated wealth strategy.
  4. In fact, I would argue that individuals without wealth need a family office more than those with wealth!

    Your starting point is to define your goals and...
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𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞: 𝐰𝐡𝐲 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝 𝐫𝐮𝐧 𝐨𝐧𝐞! ‎

Sep 07, 2020

Family Office: why you should run one!

Most UHNWI has a Family Office. Is it because they have wealth that they set a Family Office or did setting up a Family Office augment the wealth for them. What we are sure of is that more wealthy individuals are setting up family offices whether single or multi.

I am on a mission to get more private citizens and families to set up their family office. Forget what the system tells you that you need to have over a million to be able to afford one. No, it is not only for the wealthy, because “Family Office” is a state of mind.

The core purpose of a family office is to develop an integrated wealth strategy.
Why should you and your family not have an integrated wealth strategy? Is it because it threatens the hegemony of the system?

Is it to keep you and your children from becoming financially astute more than you can ever get from the school and education systems in place.

Without the knowledge that your family office will...

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Business Support Service - Outsourcing

Sep 07, 2020

What is your core strength: front, middle, or back office?
By concentrating on that core strength, you are now able to outsource everything else that will distract you from what you are good at.

These 5 Successful Companies Were Built Using Outsourced Developers: Slack, WhatsApp, Google, Alibaba, GitHub.

So why do so many still hesitate to consider outsourcing? The concern arises about intellectual capital, losing control, hassle about explaining the process. The tasks to pass on seem complicated. But if you intend succeeding and growing post-pandemic, start getting used to using business support services or outsourcing because it could mean success or failure for you and your business.

Take time to understand the benefits of outsourcing. Read about it and speak to your trusted network who have done it. Ask yourself these questions:

  • Will it accelerates my start-up period,
  • What will be the cost compared to do it myself,
  • How much time will it release for me to concentrate on other...
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Do You Still Need a Business Cards?

Sep 03, 2020

There was a time in the not too distant past when business cards were “proof” that you were in business AND you were an important person.  By checking your stocks of unused cards, you will start to think that there is no need to have more printed. Right?

Look at the third-party cards collected from networking events? How many do you remember or even when you collected them?

So from these, do you agree that business cards are no longer needed. Well in fact business cards exchange is still part of the rituals at business and events meetings.

So how can you make them useful?

As soon as you collect one, write the date and the occasion.

Though no longer a measure of success at events, it can be a good reminder to thank a participant or just a follow-up. Immediately you collect a business card, add it to your contacts list for Email marketing and you can safely use it as authority to contact a person. This way you are covered by Data protection and anti-spam regulations.

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Continuous Professional Development (CPD)

Sep 03, 2020

All successful professionals will tell you that one of the reasons for their success is CPD.

After months and years of slogging to get your qualification, you certainly deserve time out. By all means, do that.

But soon afterward, by either by enlisting the help of your go-to expert or do it yourself, incorporate a plan to develop the skills you will need to make the most of everyday life both in your occupation and social lives.

Overall you want to have a dashboard to become a key part of your overall goals and aspirations. It does not matter in what stage of your life cycle you are in whether at work, a job seeker, student, teacher, or parent, or just interested in developing your key skills, you need such a plan for your personal and professional life.

I provide finance courses and coaching to form professionals to become protectors and guardians of private clients and families.

These professionals require CPD in skills well beyond what I teach.  Here are some examples.

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