Oreana Private Wealth

Oreana Private Wealth We are your one-stop platform for strategic advice, global multi-asset investment portfolios, insurance solutions & expat planning.

You’ll gain access to institutional approach to wealth management, coupled with personal service you won’t find elsewhere. It’s time to revolutionise your wealth journey. We are your one-stop platform for strategic advice, global multi-asset investment portfolios, insurance solutions and expat planning. You’ll gain access to an institutional approach to wealth management, coupled with a personal service you won’t find elsewhere. Working with us means that you’re benefiting from a heritage brand that has been at the forefront of financial services in Hong Kong for more than 20 years, having been established in August 2002. Many of our team members have been with us since our beginnings, maintaining service continuity in our client relationships and building a strong track record of performance. It is this continuity of service and performance that has awarded us a reputation for managing wealth between Asia and Australia, and cemented our relationships with larger institutions across both regions.

Are you making the most of your retirement savings as an expat in Hong Kong? Is your MPF working as hard as it could be?...
17/08/2026

Are you making the most of your retirement savings as an expat in Hong Kong? Is your MPF working as hard as it could be? Have you checked what your home country's state pension offers you?

Our latest article asks five key questions every UK, Australian and US expat in Hong Kong should consider when planning for retirement.

Read the full article to find your answers, and get in touch with our team at Oreana Private Wealth for personalised guidance.
https://www.linkedin.com/pulse/five-questions-every-uk-australian-us-expat-hong-oiagc

Title: Five Questions Every UK, Australian and US Expat in Hong Kong Should Ask About Their Retirement Hong Kong is a brilliant place to live and work, offering a low tax environment, a vibrant culture and real opportunity. It's no wonder so many expats from the UK, Australia and the US choose to ca

Are you asking yourself the right questions about your finances as an expat?Our latest article covers five key questions...
03/08/2026

Are you asking yourself the right questions about your finances as an expat?

Our latest article covers five key questions every expat should consider in 2025, from tax obligations and currency risk to retirement planning and international investments.

Read the full article to see how your financial plan measures up.
https://www.linkedin.com/pulse/managing-your-money-expat-2026-practical-guide-qyqoc

Living overseas as an expat is an exciting adventure, but it comes with its own set of financial challenges. New tax systems, foreign currencies and a different cost of living all mean you need a clear, considered plan to keep your finances on track wherever you happen to be based.

Thinking of moving to Hong Kong? Getting your finances sorted beforehand can make all the difference.Our latest article ...
20/07/2026

Thinking of moving to Hong Kong? Getting your finances sorted beforehand can make all the difference.

Our latest article asks the six key questions every relocating Australian should answer first, covering unfranked dividends, deemed disposal, your mortgage, budgeting, MPF/VPF versus superannuation, and currency risk.

Read the full article to see how prepared you really are, and get in touch with our team at Oreana Private Wealth to talk through your own move.

https://www.linkedin.com/pulse/moving-hong-kong-heres-how-get-your-finances-momic

Relocating to Hong Kong is an exciting step, whether it is for work, family or simply a change of pace. But before you pack your bags, it is worth asking yourself a few important financial questions.

New article now live: Is Your MPF Working Hard Enough for You?If you are an Australian living in Hong Kong, understandin...
22/06/2026

New article now live: Is Your MPF Working Hard Enough for You?

If you are an Australian living in Hong Kong, understanding how MPF works is essential for long term financial planning.

Our latest article covers contributions, investment options, tax considerations, and what to know before returning to Australia.

Read the article and learn how to make more informed financial decisions for your future.
https://www.linkedin.com/pulse/your-mpf-working-hard-enough-you-oreana-private-wealth-hk-q2zqc

If you are an Australian living in Hong Kong, your MPF could play a much bigger role in your long term financial future than you realise. Many expats contribute to their MPF every month without fully understanding how it works, where their money is invested, or what happens when they eventually retu

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

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

Our latest guide, “Wills and Guardianships: A Clear Guide for Everyone”, outlines the main types of wills and how to app...
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.

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 ...
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

Many people spend years in financial survival mode before they can focus on investing and wealth creation. That does not...
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.

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

Address

Level 10, Cambridge House, Taikoo Place, 979 Kings Road, Quarry Bay
Hong Kong

Alerts

Be the first to know and let us send you an email when Oreana Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Oreana Private Wealth:

Shortcuts

Share