Latest / Financial Planner Life Podcast
Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.