This workshop helps you gain financial affluence at your fingertips by helping you to align your investments with your financial goals and with your risk profile, regardless of what products you are already investing (stocks bonds, hedge funds, private equity, ETFs, impact investments, or Fintech).
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HKD 5,000

180-minute workshop
A personalized, diversified portfolio that is right for you
tick image A personalized, diversified portfolio that is right for you
tick image A checklist to go through with your investment advisor to make sure they understand your needs and are aligned with you to protect your money
tick image Financial knowledge so that you can stand firm if someone tries to sell you a financial product you don’t understand
tick image Financial worksheets on bonds, stocks, and ETFs, Fintech tools, and quick reference guides on building a diversified portfolio to take home
Heels & Yield helped me create realistic financial goals and stock market scenarios, including a downturn as severe as the one we’re seeing now. My two financial advisors never did this with me.
NF
Even though I have worked in an investment bank since graduation and I can ask my friends who work in private banking for intel and tips here and there, I still needed to take my own time to learn how to shift my own portfolio to be to be more conservative, with fewer stocks and more lower-risk investments like US treasury ETFs, to help reduce risk as we were getting close to the end of the expansion market cycle. I am now prepared and feel less fearful of investing during what my firm is telling clients could be a deeper market correction than what we had during the global financial crisis in 2008-2009. I am grateful I am at a decent financial position to buy during this downturn, fingers crossed, I don’t get made redundant so I can still achieve financial freedom at a reasonable age!
JK
Heels & Yield should be on bloomberg! I really liked how the Heels & Yield team was committed to answering all of my money questions throughout the journey. I had so many questions about investing, financial planning and my career that no financial advisor or financial planner could answer clearly. Now that I have clarity I have set up financial goals and financial plans and feel more relaxed. I wish I had found Heels & Yield earlier so I wouldn’t have been so anxious for so long.
DP
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Do you work with a financial advisor or buy investment products from a financial services company? Perhaps you buy BlackRock Funds or invest with Vanguard or Fidelity for your retirement? Or maybe you have an investment advisor at JPMorgan, Goldman Sachs, or Bank of America Merrill Lynch?

Investing is a powerful and magical tool for achieving financial wealth. Good investments can help you retire earlier and achieve financial freedom.

But, as your financial team shares the benefits of investing in stocks, bonds, hedge funds, private equity or ETFs, or Fintech, you want to be sure that you’re aligning your investments with your financial goals and with your risk profile -- not just helping your advisor’s bottom line.
You want to know the industry lingo.

You want to know investment products (including insurance) that may or may not fit your risk profile.

You want to know where the financial lines are drawn so you can stay safe from investing in financial products that might not be suitable for you.

Who is this WORKSHOP FOR?
This workshop is designed for women who:
1.Have a steady source of income (earned, inherited, or shared with a partner).
2.Are debt-free or are working on a plan to pay down debt.
3.Are committed to being good stewards of their money.
4.Deeply desire the freedom to live on their terms.
5.Have completed workshop #2 and #3
Cannot find any sessions that suit you?
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Disclaimer
This course is for educational and informational purposes only. There will be no recommending of any particular investments such as a particular stock or mutual fund as only. You know what is right for your portfolio and your comfort with risk and volatility. Consult with a Professional for specific advice. Instructor will have no liability related directly or indirectly to any loss or damage.
Workshop #4
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