“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 have visited a number of Financial Consultants over the last 20 years and have been disappointed each time with their lack of understanding for my financial situation. As a result, I decided to manage my own financial affairs over the last 10 years. After a strong recommendation from a good friend, I reluctantly decided to visit Todd. For once I have not been disappointed as Todd understands my financial needs and provides answers and suggestions with clarity and sincerity. I have finally got the financial peace of mind my wife and I have been searching for. Thanks Todd.”
Leslie Gordon
Captain
Dragonair
“I only wish I had the services of Todd and his team to manage my share and property portfolio earlier. Any financial advisor can manage money matters in good economic times but only certain individuals have the wherewith all to protect your capital in not so good times.”
Greg Wheat
Director, Technical Services
City of Dreams
“Todd is not just selling a product without knowing benefits for individual clients based on their financial assets & objectives. He gives a more detailed advisory service than other financial advisers we’ve come across in Hong Kong. He understands our financial goals and assets”
Gerry O’Sullivan & Natalie Wong
Investment Traders
“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
Investment Bankers
“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
