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To achieve financial wellness beyond the here-and-now, individuals must take control of their debt, save, and invest for the future. This includes long-term savings and investing (e.g., for retirement) but also saving for short-term expenses such as home repairs or holidays. 

Ready to start investing?

If you have built cash pots you are happy with, it may be time to invest any extra money you have.

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Review and adopt good investing strategies

It is crucial to review your asset allocation regularly to ensure your current risk appetite aligns with your goals.

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Start saving for retirement now

Be well-prepared for your future.

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5 big benefits of refinancing

Mortgage refinancing can still be a great idea with the right plan. Here are five benefits of refinancing.

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4 tips for property buyers

If you’re planning to buy property in Hong Kong, keep these things in mind.

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Travel smart and save more

Plan how you can reduce the cost of travel.

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What you need to know about local/overseas universities

Get a head start on planning for children’s tertiary education by learning about the fees involved.

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Understand Financial Wellness

Understand the definition and importance of being financial well

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Determine your Financial Wellness

Assess your personal financial wellness with our easy-to-use tool

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Retirement Savings Guidelines

Rules of thumb that make retirement planning simple