The power of planning – Financial planning with HSBC Expat


Financial planning for expats

Whether you are looking to fund your children's education or ensure you can enjoy life when you retire, financial planning is important to grow and protect your wealth. Our guides, articles and tools could help you make informed decisions and achieve the future you want.

Wealth planning for expats

Step by step guide to financial planning

Step by step guide to financial planning

We've broken down the financial planning process into five simple steps and highlighted the key things you need to consider.

News and views

News and views

Get the latest information from across the HSBC group.

Financial planning tools

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Could there be a shortfall in your retirement savings? Are you setting aside enough to fund your children's education? Our calculators will help you check if your finances are in good shape.

Please remember that the value of investments, and any income received from them can fall as well as rise, is not guaranteed and you may not get back the amount you invested. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any Investments held should be viewed as a medium to long-term investment, at least five years.

The value of tax treatment will depend on your individual circumstances and may be subject to change in the future.