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Tag: insurance

June 15, 2020Personal finance

Financial planning goal: To not need insurance

One of the more thought-provoking tweets I saw today is by India-based financial planner @dmuthuk, who tweeted that he no longer needed […]

Insurance Checklist: The 5 Most Important Insurance Policies I'm Renewing
December 3, 2018Personal finance

Insurance Checklist: 5 Policies I Continue To Renew

As a financial planner, I am very often asked about insurance, even though my own specialty is in investments and retirement planning. […]

Hong Kong vs Singapore
August 5, 2018Personal finance, Travel

Photo: DBS star ferry ad in Hong Kong captures UBS, AXA, and Pru in one shot

When taking this quick snapshot of Singapore’s DBS bank’s “full boat” on Hong Kong’s star ferry this weekend, I noticed that by […]

When comparing travel insurance in Hong Kong, especially HSBC vs Aimviva, I have found Aimviva to be a better deal
February 2, 2018Personal finance, Travel

Comparing Travel Insurance: HSBC vs Aimviva Travel Club

Those who know me know I enjoy shopping for insurance far more than most people, so it should be no surprise I […]

Whole life vs term life insurance: the "Buy Term Invest the Difference" calculation
November 29, 2017November 26, 2017Personal finance

Whole life vs term life insurance: the “Buy Term Invest the Difference” calculation

Deciding between whole life vs term life insurance should rationally be driven by the numbers, especially the “buy term invest the difference” […]

How my life insurance should cost for a healthy male by decade
November 20, 2017Personal finance

How much life insurance do I need, and how much should that life insurance cost?

How much life insurance you need largely depends on who depends on how much of your future income, while the cost of […]

Hong Kong International investment advisor
October 4, 2017October 6, 2017Lists

World’s Largest Insurance Companies – Top 146 Listed Insurers by Assets

Here is list of the world’s largest insurance companies by assets as of 2017 is based on data from public filings on […]

September 19, 2017October 6, 2017Uncategorized

A Critical Look at Critical Illness Insurance: Is It Worth It?

Most critical illness insurance policies (also known as “dread disease insurance”) I’ve seen before have looked like a pretty bad deal when […]

March 21, 2017Personal finance, Saving

How GFM makes investing simple

What is the big difference between investing with GFM vs investing with any of the other financial advisors and brokers in the […]

January 30, 2017February 2, 2018Personal finance

Your Financial Life in Hong Kong, Part 5: Insurance

This is part 5 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners living […]

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