- Is an innovator and educator of financial wisdom products and services for expatriates living in Asia
- Speaks to large groups on wealth strategies for expats in Asia
- Is the founder and author of “The Financial Freedom Game Plan”
Todd has been living in Hong Kong for many years and discovered upon arrival that many expatriates (expat’s) living in Asia were struggling to find advice suitable to their nationalities and place of abode. A noted authority on wealth strategies for expat’s, Todd’s process leads clients through the 3 phases of wealth.
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Born and raised in Perth, Western Australia, Todd was a Prefect of Aquinas College and graduated from Curtin University with a Bachelor of Commerce and Property Major. He spent the early years of his career in financial planning and has been advising individuals and business owners since 1996. After moving to Sydney, he was headhunted by HSBC Australia to set up their National Financial Planning arm and was appointed NSW State manager at the age of 26.  Todd conducting seminars for expats Click to enlarge picture Moving to Hong Kong in 2001 Todd joined the largest independent financial advisory in Asia. Today, Todd is recognized as a pioneer of wealth planning for busy expat’s living in Asia by addressing the main issues through his uniquely designed model called “The Wealth Duplication Paradigm”. This is further discussed on the home page . Todd is currently finishing his first book entitled “The Financial Freedom Game Plan – The wealth guide for expats in Asia” and looks to have this book out in stores early next year Todd has written articles for Benchmark Magazine, Prestige Magazine, The List, Connections Magazine, and The Australian Chamber of Commerce. He is a regular columnist in “Money Matters”, an in-house publication with a subscription of more than 15,000 readers throughout Asia. A year later he fought the World Champion Mark “Oggy” Osborne to a draw. Todd trained with two times World Tae Kwon Do Champion Tony Curtis in Perth and operated two martial arts schools before making his journey into the world of finance.  Todd conducting seminars for expats Click to enlarge picture Now retired from competition, he enjoys recreational running for charity with his wife Kathryn and he completed the New York Marathon in 2005 for the “Child Welfare Scheme”, a charity to house and educate the children of Nepal. Many of the seminars Todd runs donates seminar proceeds to the Child Welfare Scheme. This is a wonderful charity you may visit or make donations at http://www.childwelfarescheme.org |
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What they are saying!
“We were looking for an advisor that was not there to “push product” but to quickly assess our expat-oriented financial and estate planning needs and provide concise, tailored recommendations. We also wanted someone who had done all the research and found the best available products and advisors in the market. Todd hit the mark. He has really impressed us with his enthusiastic yet down to earth manner combined with a clear depth of knowledge of estate planning. Most importantly, you feel he sincerely has your best interests at heart.”
James Kruger & Lingyin Tang
Investment Bankers
“I find Todd to have a straight forward, down to earth approach that is tailored to my particular needs rather than steered towards a particular range of products that has been my experience with other advisers. I appreciate the updates intended to keep the financial goals on track and he has an easy to understand, jargon-free presentation techniques. He gathered the relevant facts and details of our circumstances before making any recommendations rather than prescribe an action plan immediately.”
Timothy Osborne
Landscape Architect
Urbis Ltd
“We have never been this organized before with wills insurance, etc. So that has been a great thing…. Todd has encouraged us to talk with our families about estate planning. Look forward to buying a couple of properties and building our portfolio.”
Justin & Helen Hyde
“Todd follows up brilliantly without the feeling of pressure. He also follows up requests succinctly and promptly without going off on a tangent. Todd is relaxed and not pushy; helpful, always on time and does what he says he is going to do.”
Amanda Henricks
Entrepreneur
Founder “Chicken on the Run"
“I was referred to Todd for a consultation concerning my overall financial situation. I am pleased to say that due to Todd’s professionalism he has given me a renewed confidence in the financial service industry. Todd’s approach to financial service has encouraged me to take a more active role and to start a life long education towards financial freedom. I look forward to many more years of financial association with Todd.”
Richard Roberts
Pilot
Cathay Pacific Airline
“Todd’s unique experience, business contacts and professional, discreet approach offers an unrivaled service within Hong Kong. As Australian expat’s with increasing interest in Australia and New Zealand, Todd’s business ethics and acumen is an invaluable guide to sustained return and growth for our investments. It’s a service we have been unable to receive anywhere else in Hong Kong. I look forward to continuing our affiliation with Todd Pallett for many years to come.”
Paul Gaffney
Former Head of Sport & Recreation
ESF Educational Services
“Todd takes a comprehensive approach to financial planning. In our early sessions he examined our financial position and structured a plan incorporating short, medium and long term goals. He advised us on the various investment options available, and the implications of each of these upon return to Australia. Todd provided a written summary to supplement our discussion. We have pursued a number of these options and are satisfied with the investments. Todd has provided some very valuable contacts to aid me in the establishment of a personal business. His network within the financial community allows this. This is unexpected and highly valued.”
Bronwyn Dredge
Director of Learning
Deloitte Consulting
“Todd’s expertise has provided a much needed level of security for my business and most importantly, for that of my family. Our business has experienced its share of challenges, as every growing business does, and it has been re-assuring to have someone to speak to face-to-face to help resolve the problems quickly. I advocate meeting with Todd so he can offer advice and provide solutions on how to protect your business, as he has done ours.”
Chris Farquhar
CEO - CIMIGO
“I have had to examine the planning and strategies promoted by Todd in a professional capacity from time to time and have been impressed by the marketing and explanatory material and the clarity of the case studies given. It is clear that Todd has detailed understanding of the potential tax and other problems sought to be alleviated with his planning.
I have no hesitation in recommending Todd and his services to any Chief Executive, Senior Executive, or major shareholder wishing to have expert, innovative and thoroughly professional planning to protect their net worth on death, ensure orderly family succession or to provide funds to their company and/or surviving shareholders where the deceased’s interest are to be bought out.”
Tim Brears
Principal Lawyer
East Asia Transnational