Your Money Journey Starts with an Accredited Financial Counsellor, AFC®
What can you expect from financial counselling?
1) Advice and guidance, which pays for itself.
2) Maximize income and wealth creation
3) Improve relationships
4) Strategies for wellness, which directly affects money habits
5) Provide family stability
6) Data analytics targeting specific goal outcomes
7) Become a fulfilled and engaged employee
At Tradewinds Financial, we provide personalized financial counseling services to individuals and businesses, empowering clients to make sound financial decisions for a prosperous future. We believe fiscal responsibility enhances productivity and family connections. We do not sell financial products or provide an assets-under-management model, ensuring the integrity of our fiduciary relationship, which prioritizes your goals and aspirations. Understanding our feelings and behaviors around money helps us achieve goals that align with our values.
Beware of imitators! When seeking financial guidance, rely only on seasoned professionals with certified credentials and a fiduciary duty. AFC® and MindFI® professionals are compensated on an hourly basis.
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Discover a captivating story of our client-focused counselling
There has been a significant buzz among our clients about wealth solutions. One of our clients, Kim*, was deeply concerned about safeguarding her young family from financial risks related to her job and health. Amidst a financial industry saturated with product-focused solutions, Kim felt uneasy, sensing that this approach would only provide limited assistance. Lost and uncertain about how to support her family, she turned to an Accredited Financial Counselor, AFC®.
Understanding Kim's values and aspirations, Tradewinds Financial crafted a resilience plan rooted in financial ecosystems to diversify holdings. By addressing job and health-related risks through industry best practices and calculated projections, Kim found a new sense of peace, knowing that her family's well-being was secure.
In such cases, actual income levels become less crucial as opportunities are assessed according to each individual's needs. We wholeheartedly embrace individuals from diverse socioeconomic backgrounds!
Financial product sales offered by institutions often capitalize on your lack of knowledge and experience with many unnecessary and needlessly intricate conditions of ownership.
*name has been changed for privacy
About Us:
Our Commitment to Your Financial Success
Since 2010, Kevin Donahue has been Hong Kong's only practicing Accredited Financial Counsellor with decades of experience teaching financial literacy and techniques. His program guides clients to use cash effectively through increasing income, budgeting, debt restructuring, investing, risk management, and changing behaviors. These strategies create a robust recovery to healthy wealth management practices for individuals. Moreover, this support has no conflict of interest as the decision-making process remains firmly in the client’s hands. There is a significant difference between financial product sellers and financial counselors who are goal-oriented and concerned for the client's emotional well-being, behaviors, and relationships.
Education, Certificates, and Qualifications: Accredited Financial Counsellor AFC®, Certificate in Financial Planning, Bachelor and Master of Science Degree in Management and Family and Human Studies, Member of the Association of Financial Counsellors, Practitioners, and Educators AFCPE®. MindFi Financial Therapist has experience with EAP clients and has over twenty years of experience in personal finance.
Personalized Financial Guidance
Our financial programs are designed to provide personalized guidance and support tailored to your specific financial needs and objectives. Whether you want to build your portfolio, plan for retirement, maximize your finances, or deliver corporate presentations to your employees, our expert advisors are here to help.
One-to-One Consultations
Our most popular offering
Personalized financial counseling sessions cover various economic topics, providing valuable insights and practical strategies to enhance financial literacy and decision-making skills. Discounts are offered for multi-session clients. Depending on clients' comfort levels, in-person and video conferencing are available.
STRATEGIC FINANCIAL PLANNING
Comprehensive Financial Analysis
Our annual plan includes a comprehensive financial analysis and strategic planning to address immediate financial concerns and lay the foundation for long-term stability and growth. Clients will meet quarterly to assess ongoing developments and goal outcomes.
Corporate Financial Workshops
Tailored Corporate Presentations
Would you like to convey a positive financial message to your employees through a personal financial presentation or fireside chat? Our corporate plans include customized presentations and workshops designed to provide your team with the knowledge and skills to navigate complex financial environments and contribute to organizational success.
Client Success Stories
“Tradewinds Financial has been instrumental in transforming my approach to personal finance. The guidance and support I received have empowered me to make informed decisions and secure my financial future.”
Beth Freeman
Seth Burton
Get in touch with Tradewinds Financial to embark on your journey towards a more secure and prosperous financial future.
Book an Appointment
Take your first step toward financial freedom! Our dedicated team is here to support you every step of the way. Don't hesitate to reach out today and start your journey toward a brighter financial future!