The incessant pressure of going on-line.

Oct 19, 2020

Your online image is your storefront.  You must already be launched now” because if I do it when the economy picks up, then I  will have missed a great chance."

This psychological pressure of having to be on-line now keeps building! Do you agree?

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How Fintech is Fixing Broken Credit

Oct 19, 2020

Conventional banks now account for 72% of the stock market value of the global banking and payments industry, down from 96% in 2010.

Fintech is allowing new start-ups to create new channels of distribution reducing commissions and fees or coming with innovative low costs products.

Do you think this good or bad for finance?

The ANT Group will further disrupt the comfort zone of Bankers. The giant Chinese fintech upstart is expected to raise more than $30bn, eclipsing Saudi Aramco’s debut last year.


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Why you need to follow this Practical Financial Security Guide?

Oct 19, 2020

In the world, one needs money to eat, drink, and stay warm. Immediate and future self-sufficiency is linked with money.

How does one balance the rewards from a finite working life between today's and future needs? Do you: 
(1) work to afford daily demands but no more until you die or become dependent; at the mercy of charity or state, or

(2) set aside money to achieve financial independence so that you can pay your way without working for money?

The dual premise of this guide is that
(1) financial self-sufficiency is a worthwhile goal, and
(2) it is achievable far quicker than you might think.

Connect with me to book your place to become Financially Secure.

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Economic recovery

Oct 07, 2020

According to the World Bank, the global economy could ultimately shrink 5.2% in 2020—the deepest cut since WWII.

Global Growth in 2021 based on a rebound forecast is estimated at 4.2%. If a vaccine is found then the rebound will be higher.

At the micro-level what can Businesses do to create our own economic recovery?
First, you have to revisit your mission and then your strategy to achieve what that mission is. The first decision to make is do you retrench from the Global economy – that is GoLocal? The model for your business to implement will then be very different from one that intends to stay and growing Globally. 

For a go global business, the opportunities will be huge in an $87Trn market. The economies of emerging countries will drive growth with expanding demand for capital and consumer goods.

So how do you access these often distant and risky emerging markets?
One sure way is by building strategic alliances around win-win propositions. This presentation...

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Engagement with clients and prospects

Sep 30, 2020

Engaging with prospects is the best way to get a conversion to a sale. The best way to get engagement is by building a highly personalized for the prospect. Even after acquiring a client, we know that we need to continue a personalized approach to customer relationship.

There are software solutions that will give many benefits of personalization. There are many such solutions but finding one that meets 100% of your needs may lead to frustrations. Always accept that finding the “Tree of Enchantment” may take you a lifetime and cost you a fortune.

Choosing that all-in-one platform will be hard because there are many options and packages available. Everybody is selling so there is misinformation following pushy sales reps. Understand your needs, the time you have, and the money investment you want to make.

Even if you are a techie, find a trusted, independent expert who knows you and your business define your specs, and then start your shortlisting.

You may have to...

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Is Health and Wealth Related?

Sep 22, 2020

“When health is absent, wealth is useless,” Herophilus, an ancient Greek physician, tells us.

What about when Wealth is absent?

Whether we approve or not in the economy we live in having wealth does lead to a better life, a healthy one. What we spend reduces our wealth and affect our health.

Take smoking and irresponsible eating which can lead to all sorts of complications.
Who has not to have instances in their life when they have been faced with financial problems.

How was your sleeping then and if you smoked and drank,  how did these consumptions change.  Whether you know it or not these Financial stress were causing anxiety probably with migraines, insomnia, and other health issues that you never saw as related to your wealth issue. Being healthy means you can earn and feed the family. So your health means the wealth of the family.

The one way to become and stay wealthy is through Financial Education.
Because you will learn how to create your...

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Some tips on how to follow up

Sep 21, 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.

  • Build your own client generation system: how many qualified leads do you need to get the target number of clients this year!
  • The client generation leads to meetings - how many meetings before a lead generated will sign on the dotted line.
  • Reconcile what you are selling with your target client.
  • Do not be tempted to follow all leads into meetings: categorise and ask your colleagues to go and meet.
  • Have a permanently updated list of your ideal clients ready.
  • Write your master post.
  • Create your database of "good" clients.
  • Promote yourself and your post.
  • Respond and give value immediately
  • The meeting can be online. But do it and qualify before and after.
  • If you offer the value that needs some research, then say so but never forget to follow up.
  • This...
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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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