Articles

Noto Financial Planning publishes articles that focus on the financial needs of expatriates.

News Stories

Mentions of Noto Financial Planning in the media

The Real Costs of an Offshore Pension Plan

Offshore pension plans are heavily marketed to expats. This article takes a look at their tax treatment and fees.

Questions to Ask a Potential Money Adviser

In December 2011, the South China Morning Post performed a 'mystery shopper' exercise with financial advisers in Hong Kong to check on the quality of advice. I provided this list of questions for readers to evaluate potential advisers.

Just How Fair Are Your Fees?
by Jasper Moiseiwitsch, Aug. 29, 2011, South China Morning Post

The South China Morning Post takes a look at fees versus commissions

Health Insurance for 'Halfpats'

The need for health insurance has nothing to do with how well you feel or whether you take good care of yourself. If you live in a country where you need to pay for medical services, adequate health insurance is a must. Here are a few ways to save money on health insurance.

Mind your Maos

When it comes to handling RMB - aside from dealing with a controlled currency, the principles at play are similar to most places. Focus your cash savings on currencies that you have or will have a practical use for.

Siren Songs

Investors venturing into the world of offshore investments should use due caution. Many smart, experienced, sophisticated investors have fallen for what sounds like a very seductive sales pitch.