Oreana Private Wealth

11/06/2026

Planning for the future is not just about finances. It is about protecting the people who matter most.

A well prepared Will can help provide clarity, reduce stress for loved ones, and ensure your wishes are carried out exactly as intended.

Read our latest article on why having a Will matters and the key benefits of estate planning. https://www.linkedin.com/pulse/why-having-matters-oreana-private-wealth-hk-vdwfc

Planning for the future is one of the most important things you can do for your loved ones. A well prepared Will helps ensure your wishes are followed and can make things much easier for your family during a difficult time.

29/05/2026

A great evening at Dot Cod last night hosting our 2026-27 Federal Budget Briefing for Australian expats in Hong Kong.

Thank you to our panel, Andre Mudigdo and David Rankin from Oreana Private Wealth, Tim Raes from Aussie Expat Home Loans and Jason Pearce from Utmost Group Wealth Solutions, for a genuinely engaging conversation.

We covered the changes that matter most for Australians living overseas: negative gearing reforms, Capital Gains Tax, discretionary trusts and what it all means before the 1 July deadline. The discussion went well beyond the headlines and into the practical detail of what people should actually be doing before 1 July. Exactly the kind of evening we set out to create.

If you missed out, we are still offering a complimentary 30-minute Budget Impact Review for anyone who wants to understand how the budget changes affect their specific situation. Click here to book https://meetings.hubspot.com/naven-nand

26/05/2026

Our latest guide, “Wills and Guardianships: A Clear Guide for Everyone”, outlines the main types of wills and how to appoint guardians or powers of attorney. Essential reading for anyone planning ahead.

Read it now and connect with Oreana Private Wealth to ensure your affairs are in safe hands.

https://www.linkedin.com/pulse/wills-guardianships-clear-guide-everyone-oreana-private-wealth-hk-qej4c

Planning ahead is one of the most important things you can do for your family and your future. Understanding your options around wills and guardianships helps ensure your wishes are carried out - clearly and confidently.

15/05/2026

If you are based in or around Quarry Bay, we would love to see you next Thursday.

We are hosting a free in-person Budget Briefing at Blueprint, Taikoo Place on Thursday 21 May at 12:30pm. The Australian Federal Budget has landed and the changes for Australian expats are real. You need to know what they mean for your situation and what to do before 1 July.

Small group. Real conversation. Leave knowing exactly what steps you need to take before the financial year ends.

Free to attend. Registration required. Spots are limited. Grab yours now: https://oreana.short.gy/2026AusBudget-Blueprint

20/04/2026

Many people spend years in financial survival mode before they can focus on investing and wealth creation. That does not mean they are behind. It means they are ready for a smarter next step.

Our latest article explains how to shift from stability to structured wealth building with practical, simple principles.

If you are ready to take the next step, connect with the team at Oreana Private Wealth.
https://www.linkedin.com/pulse/from-financial-survival-wealth-building-oreana-private-wealth-hk-vswqc

Many people know they should invest, but life often gets in the way. Covering rent, managing debt, and handling constant financial pressure can keep you stuck in survival mode for years.

09/04/2026

Your year end bonus is more than just extra income. It is an opportunity to strengthen your financial future.

Our latest article shares simple and practical ways to make smarter decisions with your bonus, from building savings to investing for long term growth.

If you would like personalised advice, the team at Oreana Private Wealth is here to help.
https://www.linkedin.com/pulse/make-smarter-choices-your-year-end-bonus-oreana-private-wealth-hk-4xspc

A year end bonus is more than just extra income. It is a valuable opportunity to strengthen your financial future.

09/03/2026

When was the worst time to retire in modern market history?

Surprisingly, it was not 2008 or 2020, but early 2000 before the dot com crash.

Our latest article explains what happened and why diversification matters more than ever in retirement planning.

Read the new guide and see how a balanced approach can protect long term outcomes.
https://www.linkedin.com/pulse/toughest-time-retire-modern-markets-oreana-private-wealth-hk-ytgwc

Many people assume the worst time to retire was just before the Global Financial Crisis in 2008, or before the COVID market fall in 2020. Surprisingly, the most difficult period to retire was actually in early 2000, just before the dot com crash.

26/02/2026

Do you really need 40 years to build a comfortable retirement?

For many Australian expats in Hong Kong, five focused years of disciplined investing can create lasting wealth when combined with long term compounding.

Our latest article explores how structure, consistency, and smart use of offshore years can change retirement outcomes.

Read the full article and speak with the experts at Oreana Private Wealth.
https://www.linkedin.com/pulse/five-focused-years-can-change-everything-oreana-private-wealth-hk-5amkc

Many people believe it takes 40 years to build a comfortable retirement. For Australian expats in Hong Kong, that belief is often a myth.

26/01/2026

Wealth is not built on motivation. It is built on systems.

Our latest article explores why discipline beats prediction and how putting the right systems in place can transform long-term outcomes, just as the most successful investors prefer to "own the board" (Monopoly-style) instead of chasing trends.

Read the full article and discover how the experts at Oreana Private Wealth can help you build a strategy that works even when life gets busy.

https://www.linkedin.com/pulse/why-wealth-built-systems-motivation-oreana-private-wealth-hk-p5r0c

Why Wealth Is Built on Systems, Not Motivation Building wealth isn't about waiting for inspiration or perfectly timing the market. Motivation fades quickly, whereas discipline and systems last forever.

14/01/2026

Markets may feel uncertain, but smart investing is about structure, not timing.

Our latest article explores lump sum investing versus phased investing, and how to approach today’s markets with confidence and clarity.

Read more and discover which approach may suit your long term goals. https://www.linkedin.com/pulse/lump-sum-investing-phased-todays-markets-oreana-private-wealth-hk-uqakc

With markets remaining volatile and headlines constantly shifting, many investors are asking the same question. Is it better to invest a lump sum now, or to drip feed money into the market over time? Both approaches have merit.