Why Choose Jade Compass
Education That Serves
the Learner — Not a Sale
Every aspect of how Jade Compass operates is shaped by one question: does this genuinely help the participant? Here is what that looks like in practice.
Back to HomeAt a Glance
What Sets Jade Compass Apart
No Product Sales
Course content carries no product recommendations. Participants learn to evaluate options for themselves, rather than being guided toward a purchase.
Hong Kong–Specific
Every module is written around the MPF system, ORSO schemes, local tax considerations, and the healthcare landscape specific to Hong Kong residents.
Paced for Working Life
Weekly sessions with self-paced workbooks — designed so that full-time professionals can engage meaningfully without giving up evenings or weekends to intensive schedules.
Small Group Discussions
Cohorts are capped to allow genuine peer conversation. Learning alongside others at a similar life stage adds a dimension that structured reading alone cannot provide.
Updated Annually
MPF regulations and retirement planning guidance change. Course materials are reviewed and revised each year to reflect the current landscape for Hong Kong residents.
Workbooks to Keep
All course materials are yours permanently. Workbooks are designed to be returned to over time — as circumstances change, so does what you notice when you reread them.
Expertise Earned Over Two Decades
The Jade Compass team brings together adult education experience, MPF administration backgrounds, and personal finance writing — all applied to the specific needs of Hong Kong professionals approaching retirement. Facilitators do not read from a generic script. They have spent years working within the same regulatory and social context their participants navigate.
All course content is reviewed by professionals with direct experience of the MPF system, ORSO structures, and the practical realities of retiring in Hong Kong — including the healthcare costs, housing considerations, and family expectations that shape financial decisions here.
What this means for you
Facilitators who understand the questions participants haven't yet thought to ask
Materials written from the inside out — not adapted from markets with different retirement systems
Case studies and scenarios grounded in recognisable Hong Kong situations
An annual content review that reflects real regulatory and market changes
How the process works
Weekly material delivered as downloadable PDF workbooks with reading and reflection prompts
Group video discussions scheduled with participant input — no mandatory fixed times
Private online forum for questions between sessions (where applicable)
One-hour personal review at the conclusion of the Full Readiness Programme
A Process Built Around Reflection
Each course follows a deliberate rhythm: read, reflect, discuss, apply. The workbooks are not summary sheets — they are designed to prompt genuine thinking about your own numbers, your own timeline, and your own priorities. That kind of engagement takes more than a weekend.
Jade Compass courses are structured so that the pace itself is part of the value. Understanding your retirement position tends to get clearer when you sit with it across several weeks, rather than absorbing it all at once and then moving on.
Support That Respects Your Time
Questions that arise during a course are taken seriously. The private forum means you can raise something specific to your situation without waiting until the next group call. Facilitators respond within one working day.
The Full Readiness Programme includes weekly office hours — scheduled time when participants can bring their actual workbook responses and ask for feedback. This is not a support ticket system. It is structured time with the people who designed the course.
Service standards
Forum questions answered within one working day
Weekly office hours for Full Readiness Programme participants
Pre-enrolment conversation to confirm the right course for your situation
Access to course materials for 24 months after completion
Course pricing
Midlife Retirement Map — HKD 1,680 for six weeks
Pension & MPF Intensive — HKD 2,380 for four weeks
Full Readiness Programme — HKD 3,180 for twelve weeks
All workbooks, forum access, and discussion sessions included
Straightforward Pricing
Course fees are set to cover the cost of quality content development, facilitation, and ongoing material updates — without building in a margin for commissions or referral arrangements. There are no add-on fees, no subscription renewals, and no upsell pathways built into the course experience.
The cost of each course reflects the time it asks for and the depth it delivers. The Midlife Retirement Map is priced as an entry point; the Full Readiness Programme reflects its twelve-week scope and the individual review session included at the end.
How We Compare
Jade Compass vs Typical Alternatives
| Feature | Jade Compass | Typical Providers |
|---|---|---|
| Product independence | Complete — no product affiliation | Often embedded in sales processes |
| Hong Kong–specific content | MPF, ORSO, local tax & healthcare | Generic content adapted for HK |
| Paced learning format | Weekly across 4–12 weeks | One-day or half-day intensive |
| Non-financial dimensions | Identity, purpose, time use included | Focus on financial figures only |
| Annual content updates | Reviewed and updated each year | Varies; often static |
| Permanent material access | 24 months post-completion | Often limited or subscription-based |
What Only We Offer
Distinctive to Jade Compass
The Compass Review
Full Readiness Programme participants receive a dedicated one-hour review session at the end of the course — a structured conversation to work through their completed planning workbook with a facilitator. This is not a sales meeting. It is the capstone of the learning process.
Reflective Workbooks
Unlike summary checklists, Jade Compass workbooks are designed around guided self-inquiry. Participants document their own situation, work through their own numbers, and record their own thinking — so the workbook itself becomes a personal planning document rather than a handout.
Integrated Non-Financial Modules
The Full Readiness Programme includes modules on identity, purpose, and social connection in retirement — topics that affect financial decisions but are absent from most retirement education. Research consistently shows these matter as much as the numbers.
Unconflicted Facilitation
Jade Compass facilitators carry no commercial targets. They are not measured on enrolments to subsequent programmes or referrals to affiliated services. Their role is to support the learning — nothing else.
Recognition
Milestones & Acknowledgements
Years
Operating and developing retirement education programmes in Hong Kong since 2016.
Participants
Working professionals who have completed at least one Jade Compass course.
Average Rating
Across all programmes, based on end-of-course participant feedback forms.
Shortlisted
HKICPA Financial Literacy Award shortlist, 2021, 2022, and 2024.
Begin Here
The Right Course Is Waiting
Whether you want to start with the foundations or work through the complete picture, Jade Compass has a structured path that fits your current stage.
Contact Us to Enrol