Retirement Planning for Midlife Hong Kongers
Structured courses for professionals in their 40s and 50s who want to approach retirement with clarity — not anxiety. MPF, pensions, cash-flow planning, and much more.
What We Offer
Each programme is designed for a different stage of readiness. Whether you are beginning to think about retirement or want to work through the full picture, there is a place to start.
A six-week course for professionals aged 40 and above. Each session focuses on one concrete topic — your MPF position, income needs, time horizon, and lifestyle choices. Workbooks and small-group discussions included.
A focused four-week programme on Mandatory Provident Fund arrangements — fund selection, account consolidation, fee impact, and the interaction with personal savings. Includes worksheets and a private forum for follow-up questions.
A twelve-week comprehensive course covering the full arc of retirement preparation — cash-flow modelling, tax-aware withdrawal, healthcare, estate considerations, and the non-financial aspects of retirement. Includes a one-hour personal review at completion.
Why Jade Compass
The courses are built for people who have spent decades building careers in Hong Kong and now want to direct that same care toward what retirement actually means for them.
No product recommendations, no sales. The courses help you understand your own situation and ask better questions of your advisors.
Weekly sessions rather than intensive weekends. Materials can be revisited at your own pace, and workbooks are yours to keep.
MPF structure, ORSO schemes, local tax considerations, and healthcare costs in Hong Kong — not generic content repurposed from other markets.
Limited cohort sizes keep discussions meaningful. Participants often find that hearing from peers at a similar life stage is as valuable as the structured content.
Workbooks are built around reflection rather than checklists. The aim is genuine thinking, not a form to complete and file away.
Jade Compass does not receive referral fees, commissions, or incentives from any financial product providers. What you learn here serves your interests alone.
Take the Next Step
Whether you are at the very start of thinking about retirement or ready to work through a complete plan, reach out and we will point you toward the right starting point.
Common Questions
Our Location
28/F, The Centrium, 60 Wyndham Street, Central, Hong Kong
Contact
We welcome questions about any of the courses or about finding the right place to start. There is no obligation — just a conversation.
Phone
+852 2846 7329
Address
28/F, The Centrium
60 Wyndham Street
Central, Hong Kong
Office Hours
Monday – Friday: 9:00 am – 6:00 pm
Saturday: 10:00 am – 1:00 pm
Closed Sundays & Public Holidays