About Us
Our Business
Need Expert Financial Advice?
or Call Us at: +852 3728 0490
Expat Financial is a team of highly experienced Hong Kong based Financial Advisors. As Expats ourselves we understand the challenges of living and working in a foreign country. We use our Expat experience along with our extensive financial expertise to help you maximise the benefits of working and living offshore.
Whether we are providing assistance with Financial Planning, Investments, Insurance or Pensions, We Guarantee:
1. No Hidden Costs
2. No Upfront Fees
3. No Lock-in Contracts
4. Security and Futures Commission Authorised Advisors
5. Confederation of Insurance Brokers Certified Advisors
6. All Advice backed by Corporate Guarantees
7. Complete Transparency at All Times
Regardless of whether you’re a financial novice or a seasoned investor we specialise in helping you to achieve your goals.
Our Business
Using our knowledge and experience we help our clients to plan for the future, build wealth and protect the things that are most valuable to them. Regardless of whether living in Hong Kong is a short, medium or long term proposition for you we can help to ensure that you maximise the experience.
Whilst our clients share many common goals, circumstances differ from individual to individual so we specialise in tailoring plans that are right for you.
All of our Advisors are locally based Expat Financial Services Experts who work with fellow Expats on a daily basis and understand the challenges that you face.
We provide Free Personal Consultations so that you can get your questions answered before you decide on the most suitable path for you.
Our website is full of the Latest Market News, Information Guides, Tools and Calculators which are free to use to help you begin to plan your Financial Future.
We deliver our Advice in Plain English that’s easy to understand and puts you in control.
Read Testimonials from some current clients.
Our Principal Advisor – Paul Brady
Having secured his Masters Degree in the UK, Paul worked for a number of multi-national financial organisations in the City of London. He then established his own consultancy firm before taking the opportunity to set up a Practice in Hong Kong in 2007.
Alongside being a member of the Confederation of Insurance Brokers, and Securities and Futures Commission, Paul is a fully Certified Business Accountant, Qualified Portfolio Adviser and has been a member of the Asian Investment Committee since 2010. He recently completed a Global Executive MBA with Manchester Business School. With these applicable qualifications and extensive practical experience, you can be certain that the advice provided will be the best for your individual circumstances.
Paul’s specialties include: Wealth Management, Financial Management, Tax Issues, Investment Advice, Global Property Acquisitions, Insurance Needs and FX Requirements. He is passionate about helping Expats to achieve their financial goals and making the most of their time in Hong Kong. So whether you are here for the long or short term Paul is always happy to provide his impartial advice.
When not assisting fellow Expats Paul enjoys spending time with his wife and two young sons and competing in ‘extreme’ sports challenges.
Our Partners
Our extensive panel of partners, below, have been carefully selected to meet the needs of our clients and deliver the high standards they expect.
Pensions
AEGON
AVIVA
Curtis Banks
Friends Life
NEST
NOW: Pensions
Royal London
Scottish Widows
The People’s Pension
Annuities
Prudential
AVIVA
Canada Life
Just Retirement
Legal & General
LV =
Portfolio Management Service
Maseco
Quilter Cheviot
Individual Life & Health Protection
AEGON
AIG
Aviva
Cirencester Friendly
Friends Life
Legal & General
LV=
Royal London
Vitality Life
Zurich
Whole of Life Protection
AIG
LV=
Aviva
Canada Life International
Legal & General
Royal London
Vitality Life
Zurich
General Insurance
Aon
Payment Shield
Select & Protect
Stackhouse Poland
Private Medical Insurance
Aviva
AXA PPP
Bupa
Vitality Health
WPA
Tax Services
Ernst & Young
Kingston Smith
Trust & Estate Planning
Albion Ventures LLP
Brodies LLP
Calculus Capital Limited
Charles Russell Speechlys
Clarke Willmott
Close Asset Management Ltd
Downing LLP
Foresight Group LLP
Geo. L. Maclaine & Co.
Ingenious
Linder Myers
Mills & Reeve LLP
MMC Ventures Limited
Mobeus Equity Partners LLP
Motion Picture Capital
Octopus Investments Ltd
Oxford Capital Partners
Parkwalk
Puma Investments
Proven
Triple Point Investment Management
Our Goal
To understand your individual needs and provide:
Complete Personalised Solutions: Everything You May Need from Investments to Insurances
Quality Guaranteed Advice: Tailored in Your Best Interest for Your Individual Circumstances
Exclusive Products: Developed with the Requirements of Today’s Expat In Mind
Peace Of Mind: Security through dealing with Qualified & Accredited Financial Service Experts with the backing of Leading Institutions
Our Hong Kong Services
Take control of your future. By working with you to understand your goals and aspirations we can develop a financial plan that helps you to achieve what you want from life.
From Wills to Education Planning.....
Learn More
Start building your wealth today. We will help to navigate you through the various options available to identify the right investment and savings path for you and your family.
From Savings Plans to Mortgages.....
Learn More
Protect what's important. Whether you're looking to protect yourself, your family or your assets we provide you with flexible insurance options and helpful objective advice.
From Life Insurance to Income Protection.....
Learn More
Your future is unique. It's never too early to start planning for a happy and fulfilling retirement. Ensuring that you have a pension that meets your needs is a journey that starts today.
From Pension Types to Retirement Plans.....
Learn MoreOur Free Information Resources
Not sure where to start? Our Stage of Life tools will help to point you in the right direction.
Information & Advice For Every Stage of Life
Use our blog and articles to stay up to date with the latest Financial News.
Latest News & Insights
18Mar
Weekly Update – 17th March 2025
Stock Take US equities continued to fall last week, as ongoing policy uncertainty and tariff threats hampered market confidence. US equities had initially surged following Trump’s election in late 2024, as investors hoped the returning President would reduce regulation and taxes, boosting growth. However, since mid-February, these gains have been more than reversed. A fear…
Read more..04Mar
Weekly Update – 3rd March 2025
Stock Take European defence companies performed well last week, after a meeting between Ukrainian president Volodymyr Zelenskyy and US president Donald Trump turned sour. In the aftermath of the talks, several European leaders called for a stronger defence policy and one that’s more independent of the US. This led to share price spikes for European…
Read more..26Feb
Weekly Update – 24th February 2025
Stock Take German equities opened the week higher following election results that helped ease some political uncertainty over the weekend. Friedrich Merz’s conservatives emerged as the biggest party, positioning Merz to become the next chancellor. It was also a strong night for the far-right Alternative for Germany (AfD), which won a record number of seats,…
Read more..18Feb
Weekly Update – 17th February 2025
Stock Take The British government received a small boost last Thursday after it was revealed the UK economy grew by 0.1% over the three months to December. While this small level of growth would usually not be particularly exciting, it was notably ahead of expectations, which were for a 0.1% fall. Growth was spurred by…
Read more..Use our Free Expat Advice eBook and develop your own financial plan
Free Expat Advice eBook
Your Guide to Securing Your Financial Future