Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong episode artwork

EPISODE · Jun 11, 2020 · 1H 28M

Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong

from Financial Planner Life Podcast · host Sam Oakes

In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to becoming a founding partner and money coach in one of the few fee-based financial planning firms in Hong Kong.  Simon is a big advocate of life centred financial planning, in fact, Pyrmont is the only firm in Hong Kong offering this approach to financial advice, and it's hugely refreshing to see an offshore firm adopt this model.    In this episode we cover ·        Life centred Financial Planning, the benefits of being the only company in Hong Kong offering this service.  ·        Why Hong Kong is a big contender when looking for an offshore financial planning role. ·        Why there is a niche of clients with $1,000,000 investable assets looking for advice in Hong Kong·        HENRY – High earning not rich yet, why this is part of his strategy·        What you can realistically earn in year 1 and why you should choose self-employed over-employed when working offshore. ·        Why Hong Kong and Pyrmont are perfect for an experienced financial planner from the UK or Australia. if you are interested in finding out more about working in Hong Kong reach out to me on [email protected] or call 07854778712 you can also connect with me on Linkedin or check out the website Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to becoming a founding partner and money coach in one of the few fee-based financial planning firms in Hong Kong. Simon is a big advocate of life centred financial planning, in fact, Pyrmont is the only firm in Hong Kong offering this approach to financial advice, and it's hugely refreshing to see an offshore firm adopt this model.&nbsp...

NOW PLAYING

Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong

0:00 1:28:55

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Financial Planner Life Podcast?

This episode is 1 hour and 28 minutes long.

When was this Financial Planner Life Podcast episode published?

This episode was published on June 11, 2020.

What is this episode about?

In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to becoming a founding partner and money coach in one of the few fee-based financial planning...

Can I download this Financial Planner Life Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!