Get in Touch with Year Review

Have questions about your annual financial review? We’re here to help you organize, analyze, and celebrate your financial progress.

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Contact Information

Phone

+852 2847 5163

Email

[email protected]

Address

Central Plaza
18 Harbour Road
Wan Chai, Hong Kong

What We Help With

Organizing and gathering bank statements
Analyzing spending by category
Identifying budget gaps and discrepancies
Setting realistic financial goals
Year-end financial reflection guidance
Planning for the coming year

Interested in learning more about our annual financial review process?

Explore Our Guides

Frequently Asked Questions

How long does a financial review typically take?

A comprehensive annual financial review usually takes 2-4 hours depending on the complexity of your finances and the number of transactions throughout the year. Breaking it into smaller sessions can make it more manageable.

What documents should I prepare?

Gather all twelve months of bank statements, credit card statements, expense receipts, and any investment or savings account records. Having these organized by category beforehand will streamline your review process.

Do you offer one-on-one consultations?

Please reach out through our contact form or call us directly. We can discuss your specific situation and explore how our resources and guidance can best support your financial goals.

How often should I review my budget?

We recommend a comprehensive annual review, but quarterly check-ins can help you stay on track. Monthly reviews of spending against goals help identify trends and make adjustments early.

What if my spending differs significantly from my goals?

Budget gaps are normal and valuable. Our guides help you identify causes and decide whether to adjust your goals, spending habits, or category allocations for the coming year.

Are your guides specific to Hong Kong?

Yes! Our resources are tailored for Hong Kong households, addressing local banking practices, tax considerations, and financial priorities relevant to Hong Kong residents.