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Financial Planners / Advisors in HK ?

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  1. #51

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    When you move away from the instituational level, most investors and advisors in HK are mostly nothing but chart readers IMO.


  2. #52

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    Quote Originally Posted by shri
    Yes.
    Why pay when you can get as much free advice as you can handle on this forum?

  3. #53

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    Quote Originally Posted by traineeinvestor
    Why pay when you can get as much free advice as you can handle on this forum?
    Remember that one time, in a random bar, you thanked me on behalf of all your professional colleagues for paying someone for advice.
    traineeinvestor likes this.

  4. #54

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    Quote Originally Posted by shri
    Remember that one time, in a random bar, you thanked me on behalf of all your professional colleagues for paying someone for advice.
    I do indeed.

  5. #55

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    Quote Originally Posted by Fei88
    I would. much cheaper than paying 2-3% commission for a fund purchased through any bank.
    Quote Originally Posted by shri
    Yes.
    Ok one day i will gather a group of ex investment advisors from the private banks and see if they want to start this business...

  6. #56

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    Quote Originally Posted by freeier
    Ok one day i will gather a group of ex investment advisors from the private banks and see if they want to start this business...
    I am all for this. It can be a set of pre-packaged base solutions with lifestyle/lifestrategy tweaks.

    A lot of law firms offer pre packaged retainers for small businesses and this could be a good model.

    If I were to do it, I'd probably do a 1 day group starter session to get everyone on a base knowledge level and then individualised consults.

  7. #57

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    Quote Originally Posted by shri
    I am all for this. It can be a set of pre-packaged base solutions with lifestyle/lifestrategy tweaks.

    A lot of law firms offer pre packaged retainers for small businesses and this could be a good model.

    If I were to do it, I'd probably do a 1 day group starter session to get everyone on a base knowledge level and then individualised consults.
    actually that makes sense.. you do a simple template approach, then u do the customized approach..

    but my guess is in this part of the world nobody is keen to pay for advise this way... its the same story based on how the insurance agents sells policy --> e.g. you don't want to have a term policy where you dont get back any returns after paying for 20 years... failing to mention the price difference between one with returns and one without, and if you have saved that difference you would have gained more over the 20 years.

  8. #58

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    Jul 2014
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    Someone on this forum suggested Mark Zoril. He offers $96/yr membership for financial advisory.

    Looks interesting as he is working with many expats. Won't be selling any funds directly so no commissions involved. Low cost ETF's I assume.

    Anyone tried Mark's service?


    https://planvisionmn.com/


  9. #59

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    Oct 2006
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    Quote Originally Posted by Fei88
    Someone on this forum suggested Mark Zoril. He offers $96/yr membership for financial advisory.

    Looks interesting as he is working with many expats. Won't be selling any funds directly so no commissions involved. Low cost ETF's I assume.

    Anyone tried Mark's service?


    https://planvisionmn.com/
    I have, probably best to PM me.

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