I first met Simon at an event in Beijing. We met and had a talk about my financial goals for the future (which are quite modest). 10 years later, I still rely on Simon for my financial advice. Simon and I talk as often as I want, but definitely 4 times a year. He always asks if anything has changed, if my goals have changed, and then reviews my portfolio in a way that is simple and easy to understand. If I need more help, Simon finds support materials for me. Even during these stressful times, Simon is helping me navigate financial waters that are over my head but I still feel safe.
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