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Our Work

Real courses, real results from Causeway Bay households

Household budget tracking dashboard
Budget Foundation

Household Budget Fundamentals Program

Helped 47 families in Causeway Bay track their monthly spending within the first 4 weeks. Participants reduced untracked expenses by an average of 23% and built sustainable tracking habits.

12-week cohort, 2024
Money allocation framework visualization
Wealth Strategy

Wealth Allocation Strategy Course

Designed a practical allocation framework for dual-income households earning HK$60k-150k monthly. Graduates implemented personalized savings and investment plans aligned with their 5-year goals.

8-week intensive, 35 participants
Family financial planning session
Family Planning

Family Financial Planning Workshop

Facilitated 6-session workshop for families preparing for major life events—home purchases, education planning, retirement. Participants left with actionable 10-year financial roadmaps.

6 sessions per cohort, Causeway Bay location
Emergency fund planning materials
Risk Management

Emergency Fund Essentials

Short-form course teaching households how to calculate and build appropriate emergency reserves. 89% of graduates established or increased their emergency fund within 3 months of completion.

4-week format, self-paced option available

Ready to build your money skills?

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