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.
What this episode covers
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. ...
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Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
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