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If you have a hidden passion which you have always wanted to try, you don’t need to wait until you’re 65 for age is only a number, a cipher for records. In this podcast, Max shares how having [...]

Do you know what are the odds of you getting a positive return when you are invested in any 1-year, 5-year, 10-year and 20-year period? In this episode, I will walk you through a few scenarios to [...]

Moving to another country is difficult in itself, let alone having to worry about your investments being drained by the country’s tax. In this episode, I have invited Will Price from [...]

Most people are going to end up with a bond fund of some kind. In today’s episode, I will share with you what is the role of bonds and whether you need them in your own investment portfolio. You [...]

Equity investing has always been a popular topic among investors. However, there is so much misleading information out there. In this episode, I will share with you on how you should approach [...]

There are 2 common investment options among many investors – investing in the stock market and investing in rental properties. In this episode, I will outline the features and caveats for each of [...]

After knowing how much you need to fund your desired lifestyle in retirement, the next thing you would need to do is to work out where you currently are. In this episode, I will walk you through [...]

The first step to have a successful retirement plan is to know how much do you actually need after you have stopped working. In this episode, I will be sharing with you some tips and guiding [...]

In this first episode, I will be sharing a little bit about myself and explain why I’m launching a podcast for expats, specifically those with $2 to $20 million. I will also outline what some of [...]

I recently came across an article in the FT which told the story of Victor Haghani, who was a very successful fund manager in the 1990s. He managed billions of dollars for huge hedge funds, [...]

It is common for people to be concerned about their finances even when times are good, so it makes sense that the current situation is causing people more stress. Here are 3 things you can do [...]

The COVID-19 pandemic has caused a pause in the economic activities which triggered one of the worst quarters of the financial market since 2008. Watch this video by Max Keeling, Head of Expat [...]

In today’s climate of bargain-basement fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial adviser. You do. But with a [...]

We are already at the end of 2019 – are you ready for a brand new year? Here are five financial best practices to start your year on the right foot. Pick a few of them or take on the entire [...]

Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt [...]

I was chatting with a new client this week and they mentioned that they just weren’t bothered about saving for the future. They said that they wanted to live in the here and now and that they [...]

One of the main things I talk to my clients about is their attitude to risk, after all, it’s an inherent part of investing. There is no such thing as risk-free investing. There is no [...]

The number one excuse I hear for not saving money is that everyone wants to wait until they have more.  Well, with compound interest on your side, it is not a good enough reason. Compound [...]

“In Investing, You Get What You Don’t Pay For— John C. Bogle Founder and Former Chairman, The Vanguard Group Even if you have only just started on your investing journey, you will probably have [...]

Choosing the right financial adviser is crucial to the success of any financial plan. While there are many financial advisers out there, always look for someone who puts your interests first. [...]

It’s a key question when it comes to planning your retirement or setting a financial goal, and you will find it hard to get a straight answer. You need to take into account your current and [...]

”Surely we are due a crash soon?” asks just about everyone I meet with. That’s a question that is impossible for me – or anyone – to answer. After all, it’s the 10 year anniversary of [...]

Paul Merriman, the financial educator and adviser, believes that you can invest just $3,000 on behalf of your child, and turn it into $50m.  If he’s right, this could be the most important [...]

In a recent webinar, I covered the merits of using Tracker Funds in your portfolio. They are gaining massive momentum and anyone looking for long-term returns MUST understand them. In the [...]

I get a lot of questions from clients about what is happening in the global stock market so I thought this was a good time to reflect on what it means to be a ‘good’ investor. No matter what you [...]