http://www.crownmergers.com/career-in-financial-planning-in-different-countries/ Point Mergers and Acquisitions Limited Mon, 07 Dec 2009 04:15:26 -0500 http://wordpress.org/?v=2.8.4 hourly 1 http://www.crownmergers.com/career-in-financial-planning-in-different-countries/comment-page-1/#comment-7 Vivian Yu Sat, 21 Nov 2009 04:24:06 +0000 http://www.crownmergers.com/career-in-financial-planning-in-different-countries/#comment-7 Get HIM to come over, unless you think that living in China somehow beats living in Australia. Get HIM to come over, unless you think that living in China somehow beats living in Australia.

]]> http://www.crownmergers.com/career-in-financial-planning-in-different-countries/comment-page-1/#comment-8 willmerr Sat, 21 Nov 2009 04:21:40 +0000 http://www.crownmergers.com/career-in-financial-planning-in-different-countries/#comment-8 Financial planning is something that I would consider very "high touch", which means that one can't do remotely. In fact, a financial planner will have to speak the same spoken language, understand the culture, people and regulations. As you move up in your career, you can't afford to switch periodically. Every time you switch to another country, you are essentially starting over. As you reach a certain level, fewer companies would even give you a chance to start over. Therefore as you consider this move, you need to factor whether you are creating an expertise domain that consists of Australia and China or you will be looking for moving to Europe in a few years. If your husband's job takes him to a different place every few years, then this decision needs to be a conscientious one. Between the two of you, who's career is going to be the driving force for where you'll live. I've read that there is a new generation of Chinese who are mostly entrepreneurs and with a lot more money than their parents. Although, there are markets for insurance types of products, Chinese are generally not open to discuss their personal finance with strangers (Consider where you are - Do you get a lot of Chinese clients?) Maybe you can be one of the pioneers who try to broaden financial planning concept to China. Best wishes. Financial planning is something that I would consider very “high touch”, which means that one can’t do remotely. In fact, a financial planner will have to speak the same spoken language, understand the culture, people and regulations.
As you move up in your career, you can’t afford to switch periodically. Every time you switch to another country, you are essentially starting over. As you reach a certain level, fewer companies would even give you a chance to start over.
Therefore as you consider this move, you need to factor whether you are creating an expertise domain that consists of Australia and China or you will be looking for moving to Europe in a few years. If your husband’s job takes him to a different place every few years, then this decision needs to be a conscientious one. Between the two of you, who’s career is going to be the driving force for where you’ll live.
I’ve read that there is a new generation of Chinese who are mostly entrepreneurs and with a lot more money than their parents. Although, there are markets for insurance types of products, Chinese are generally not open to discuss their personal finance with strangers (Consider where you are – Do you get a lot of Chinese clients?) Maybe you can be one of the pioneers who try to broaden financial planning concept to China.
Best wishes.

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