Our Programmes
Three courses. Three stages. One direction.
Each programme is designed for a specific moment in later adult life. You may find that one speaks to where you are right now — or that the right course is a step ahead of where you currently stand.
Back to HomeOur Approach
Structured reflection rather than information delivery
Financial planning education often delivers information. Our programmes are designed to help people think. The distinction matters because decisions about money in the second half of life are rarely straightforward — they involve family dynamics, personal values, uncertain timelines, and competing priorities.
Each session combines structured input with personal application. Participants work on their own situation throughout — not in a generic exercise, but with their actual numbers, circumstances, and intentions. Facilitator feedback is specific to each participant's work.
The written deliverable at the end of each programme is the culmination of this process — a plan that has been developed through the course rather than handed over at the end.
Structured Input
Each week introduces frameworks, concepts, and relevant Hong Kong-specific material through pre-session reading and a facilitated session.
Personal Application
Between sessions, participants apply what they have covered to their own situation through structured exercises that build toward the final plan.
Cohort Discussion
Small groups enable genuine conversation between participants at similar life stages. Others' questions and perspectives often clarify your own.
Written Feedback
Facilitators review and respond to each participant's written work with specific, considered feedback — not generic commentary.
Programme One · 4 Weeks
Rebalancing Life and Finances After the Children Leave
For parents in their late 40s and 50s who find themselves with more available time, different routines, and often a reshaped monthly budget once children become independent. The tone is reflective rather than prescriptive.
What the course covers
Course Fee
HKD 1,680
Programme Two · 6 Weeks
The Pre-Retirement Decade
For those roughly ten years from expected retirement who want to use that decade well. Participants complete a written decade-long plan with structured feedback — a concrete output from the work of six weeks.
What the programme covers
Course Fee
HKD 2,580
Programme Three · 10 Weeks
Second-Half Life and Wealth Design
A ten-week programme that looks across the full second half of adult life — from roughly 45 through into later years — considering how finances support the life the participant actually wants to live.
What the programme covers
Course Fee
HKD 3,200
Choosing the Right Programme
Which course is right for you?
| Feature | Rebalancing 4 weeks |
Pre-Retirement Decade 6 weeks |
Second-Half Design 10 weeks |
|---|---|---|---|
| Best suited for | Late 40s – 50s, recently empty-nested | 10 years to retirement | Age 45+, longer horizon |
| Written deliverable | |||
| Facilitator feedback on written work | |||
| MPF strategy module | |||
| Healthcare cost planning | |||
| Housing decision frameworks | |||
| Intergenerational planning | |||
| Fee | HKD 1,680 | HKD 2,580 | HKD 3,200 |
Not sure which is right? We are glad to help you think it through. Contact us.
Our Standards
Shared across all programmes
Full Confidentiality
What you share stays within the cohort. No participant information is shared externally.
Quality Assurance
Each cohort is reviewed after completion. Feedback from participants shapes future iterations of the curriculum.
Accessible Support
Questions between sessions are answered by the facilitation team, not by automated systems.
Updated Content
Curriculum is reviewed and updated to reflect changes to MPF rules, tax treatment, and Hong Kong market conditions.
Questions about a specific programme?
We are glad to talk through which course might be most useful for where you are right now, and when the next cohort is expected to begin.
Contact Us