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Past Study Tours - HK May 05

Think Global Financial Planners to Hong Kong - May 2005

Gallery

 

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Testimonials

 

I want to say thank you to all of you for contributing to make it a tremendous trip. I also want to especially thank you David for organising and pulling together a great program that was full of great content. You also managed to put all of us in front of the leading financial services providers in Hong Kong and had the amazing ability of continuing to exceed our expectations as the week progressed, so well done and thank you for hosting the trip. It was very apparent to me that everyone got a lot out of the trip and also seemed to have a very good time as well

Mark O'Toole BA, CFP, Godfrey Pembroke Limited 

 

The trip exceeded my expectations in terms of the structure, content and organization.  We have managed not only to meet with organizations which are critical to our future success in Hong Kong but got their overwhelming support and invitation to work closely with them in the future.  We also got a very clear picture of the regulatory system, the main players in the industry, what products are available, which distribution platforms are used and most importantly we learned quite a lot about our target market.  None of this would have been possible without your help, David, your contacts in Hong Kong and your organizational and leadership skills.  Yes sure we can all get on the internet and find out quite a bit about these issues but being there in person, hearing it, feeling it and witnessing it first hand was absolutely priceless.

Ned Petrovic, JM Financial Group Ltd

 

Our program was fairly exhaustive and managed to provide a good understanding across a wide cross section of the financial planning community.   I was encouraged by the friendly and responsive reception the Group received during our visits to the various organisations in the program and some of the insights they shared with us into the local market. The main questions have now been answered and the issue now becomes one of how to get the best out of the HK market for our individual businesses. I look forward to returning in early October and working on the potential ongoing relationships already established. The success of the trip is largely due to your efforts in planning the agenda and your industry network in HK.

George J Gulczynski, Principal Consultant, Berkley Group Limited

 

David Thomas’s “Think Global” program is a must for any financial planner who is considering entering the Hong Kong market.  David’s knowledge of the local industry, relationship with key centres of influence and organisations skills, has enabled David to position the expertise of the Australian financial planner as the potential benchmark for Hong Kong’s developing financial planning industry. Thereby providing long term opportunities for Australian businesses to share their knowledge, exchange cultural values and access to the potentially lucrative markets of Asia.

Earle Harper, JM Financial Group Ltd

 

I would like to send an extraordinary thank you to David Thomas for the remarkable effort and service he provided, to make our journey to Hong Kong a great one. In five days, I was able to meet with key individuals in the financial services industry, who provided the essential insight for any business seriously considering professional financial services in Hong Kong. Establishing myself in Hong Kong with such a broad network of professional contacts and business opportunities from the outset, at such a low expense and time demand, could never be achieved without taking the trip with David Thomas first. Thank you again David, for presenting such a wonderful opportunity and doing it so well. And thank you to everybody who came along for the fun moments we had together.

Peter Barron, Director, XpatFin

 

 


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