To help clients achieve holistic wealth with guidance and accountability, Heels & Yield offers an ongoing process that combines financial education with personal financial coaching.
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Type
Price
INTRO FINANCIAL WELLNESS PACKAGE
Holistic wealth begins with solid financial foundations. In this beginner package, we guide you through choosing investment accounts and long-term investments that are right for you. We also walk you through the financial cycles and what supports are available to you at each stage of the market. When you complete the package, you will be able to recognize the tools and approaches that align with your goals and your risk profile.
*Note: This package consists of 5 sessions of 60-minute one-on-one coaching + 5 hours of communication that includes review of your accounts and relevant documents.
HK$75,000+ (US$10,000+)
PLAN, PROTECT & GROW PACKAGE
Once you have the basics, it's time to elevate your investment game to the next level. The key to growing your wealth is to have a clear plan that is directly linked to your financial goals. In this package, we help you to plan for your long-term goals while avoiding red flags during periods of market volatility. When you complete the package, you will be able to identify ways to prepare your finances for long-term growth and shorter term risks.
HK$160,000+ (US$20,000+)
LUMP SUM INVESTMENT PACKAGE
Investing a lump sum of cash can be a crucial turning point in your life. Whether it’s money you’ve saved over time or have come into after selling a business or receiving an inheritance, it can be daunting to enter the market “at the right time.” In this package, we help you to understand and assess your options, including how to phase your investments over time to avoid the pitfalls of a fluctuating market. When you complete the package, you will be able to select investment strategies that meet your financial, social, and environmental goals, while reducing the stress of going “all in.”
*Note: This package is only for investors who already have an existing private banking investment account or who intend to invest through a private bank.
HK$200,000+(US$25,000+)
BEAR MARKET INVESTING PACKAGE
We have entered a bear market—a period of prolonged drop in the value of stocks. This could be an opportunity for you to take advantage of lowered prices. But navigating a bear market can be tricky—prices can fluctuate a lot and very quickly, which means your portfolio can also move up and down very quickly and sometimes dramatically. This package teaches you how to effectively manage the short-term upside and downside risks using flexible strategies that are specifically designed for investing in a bear market.
*Note: This package is only suitable for those who know they will not need to access their cash reserves for the next 2 years
HK$120,000+ (US$15,500+)
SUSTAINABLE INVESTING PACKAGE
Are you ready to have your money make a positive impact on society? Investing in companies performing high on environmental, social, and governance (ESG) standards not only lets you support firms making positive social and environmental impacts, you can also expect steady returns on your investment. This package teaches you how to incorporate ESG standards into your long-term investment portfolio in a way that reflects your values and protects your wealth.
*Note: This package is suitable for those with private banking accounts with either HSBC, BNP, or UBS where they have access to sustainable investing funds and frameworks.
HK$250,000+ (US$32,000+)
INTEGRATION & MAINTENANCE PACKAGE
Once you learn how to run your own money and gain some experience, the next step is to stay in your plan to meet your goals. Maintaining and fine-tuning your financial plan takes time and work, and it can be challenging to do it all on your own. It’s easy to lose track and momentum. If you experience any changes in your life circumstances (such as pregnancy, inheritance, promotion, illness, etc.), you may need to review and refine your portfolio to reflect the changes.
This package is for clients who have completed the Bear Market Package or the Lump Sum Investment Package and who are looking to maintain the performance they experienced through these packages with the support of a consultant coach.
In the Integration & Maintenance Package, you will receive:
- Accountability support to help you stay on track of your plan
- Consulting support to help integrate everything you have learned so far into an investment strategy that works for you
- Continuous and consistent feedback on your investment choices to meet your changing priorities and life circumstances
HK$250,000+ (US$32,000+)
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