Lynda Calver, Hong Kong Financial Planner

Lynda Calver, Hong Kong Financial Planner I help expatriates in Hong Kong to find tax-effective financial planning solutions. My financial career began in the UK with Barclays in 2002.

My name is Lynda Calver and I am a professional financial planner with nearly 20 years of experience in the industry. I am fully qualified and licenced to practice in Hong Kong, where I specialise in helping expatriates. My clients' backgrounds and circumstances are amazingly diverse and represent a complete cross-section of society and professions. Originally, I am from Cape Town in South Africa,

but my career has taken me worldwide, working and living in the UK, Australia, China and Thailand, and, since 2014, Hong Kong. I have been an expatriate for most of my adult life, an invaluable experience in advising my clients. Seeking a challenge, and to further my career, I moved to Bangkok, joining Infinity in 2010 and have since become one of their most experienced and qualified consultants. In addition to my Hong Kong qualifications and licenses, I am a member of and hold qualifications with the Chartered Insurance Institute (CII) and am currently studying and working towards full chartered status. I adhere firmly to the CII's Code of Ethics. I am completely transparent and open with my clients, believing this provides the clarity they need to make the best informed financial decisions. I offer a holistic advisory service that always starts with the client’s objectives to help them live comfortably and build a secure financial future. I can assist with a full range of financial needs, including pensions, investments and savings at all income levels, insurance, estate planning, and even complex trust and tax planning. Over the years, I have helped hundreds of clients organise their finances. For me, financial planning is not limited to a single piece of advice and then moving on as is common in the industry. Instead, I like to build long term relationships and help people manage their finances to meet their needs as circumstances change. As a result, many of my clients have been with me for years. Many are located throughout the world but know I am only a Zoom, WhatsApp or phone call away. In my spare time, I enjoy hiking, going to the gym and am in my 5th year of paddling with my dragon boat team, SMUGz. I am also a keen follower of a variety of sports, especially rugby and cricket. As a big foodie, I regularly enjoy the Hong Kong restaurant scene. Thank you for taking the time to read my introduction. There is no charge for an initial introduction and if you would like references, please do not hesitate to ask.

When it comes to investing, many women don’t struggle with ability or intelligence. What often holds us back is confiden...
12/02/2026

When it comes to investing, many women don’t struggle with ability or intelligence. What often holds us back is confidence.

Fear of getting it wrong.
Fear of losing money.
Fear of not knowing where to start.

These fears are common and completely understandable. Yet left unaddressed, they can quietly prevent women from engaging with their finances, asking questions, or taking steps that support long-term security and independence.

To celebrate International Women’s Day, we’re hosting an Empowerment Breakfast focused on addressing these challenges directly:

Mindset for Confident Investing: Facing Your Fears and Taking Action

This session is designed to explore the emotional side of investing. We’ll look at how mindset shapes financial decisions, why fear plays such a powerful role, and how greater awareness can lead to clearer, more confident action.

I’ll be joined by Monica Browning, founder of Courage Through Coaching, who specialises in helping women build confidence, clarity and momentum in their careers and financial lives. Together, we’ll share practical insights and tools to help you move forward with greater confidence and purpose.

The morning will focus on:

✅ Understanding the fears that commonly surround investing
✅ Recognising how mindset influences financial behaviour
✅ Building confidence through informed, realistic action
✅ Taking steps that feel aligned rather than overwhelming

Event Details:
📆 Thursday 5th March
⏰ 8.15 am
🐝 The Hive Poho

The event is free to attend and includes breakfast and refreshments.
If you’d like to attend, please register below 👇


You're invited to a breakfast event exploring how women can develop practical, powerful negotiation strategies to get you true worth.

The world is changing fast—are you ready to seize the opportunities ahead?  Join me on Thursday, 20th March for an empow...
06/03/2025

The world is changing fast—are you ready to seize the opportunities ahead?

Join me on Thursday, 20th March for an empowering evening where we’ll explore the megatrends shaping the next decade. I’ll be joined by Harriette Collings, Director of International Business Development at Evelyn Partners, to break down the major shifts impacting our world—and how you can stay ahead.

Women are leading change across industries, and understanding these trends will help us shape the future with confidence and clarity. This event is designed to put you in the know, giving you the confidence and insights to navigate a rapidly evolving world.

What You’ll Gain

✅ Shifting Demographics: What global population changes mean for women in business, careers, and finance.
✅ A Changing World Order: How geopolitical shifts (Russia/Ukraine, the Middle East, Trump/China) could impact our future.
✅ Energy Transition: The move to renewables—challenges, opportunities, and what it means for us.
✅ Tech Revolution: AI, automation, and the industries being transformed by innovation.

After the discussion, unwind with a glass of wine and nibbles while connecting with other inspiring women. This is a space to share ideas, expand your network, and be part of a community that supports and uplifts one another.

Event Details
📅 Date: Thursday, 20th March 2025
⏰ Time: 6.30pm
📍 Location: The Hive, Sheung Wan
🍷 Entry is free - nibbles and wine will be served

Please click on the link below to register 👇

This isn’t just a talk—it’s an opportunity to empower yourself with the knowledge and confidence to navigate the future

For three years, our empowerment sessions have been bringing professional women in Hong Kong together to connect, share ...
22/01/2025

For three years, our empowerment sessions have been bringing professional women in Hong Kong together to connect, share ideas, and build a supportive community focused on achieving financial independence. These events go beyond networking—they're about fostering meaningful connections and empowering women with the tools to take charge of their financial futures.

As part of this programme, we are thrilled to collaborate with Francis Chung, Chairman of MPF Ratings. With nearly three decades of experience in investment management, Francis has empowered countless individuals to optimise their MPF strategies. At our upcoming breakfast, he will be sharing valuable knowledge and insights, and we warmly invite you to join us.

Event Details:
📆Date: Tuesday, 11th February
⏰Time: 8.15am
🐝Venue: The Hive, Sheung Wan, Hong Kong

This exclusive women-only event is designed to provide actionable insights and a supportive space for professional women. Whether you’re looking to refine your financial strategy, expand your network, or simply gain fresh perspectives, this breakfast session promises to be both informative and inspiring.

Please click on the link below to register 👇

Join us for our women's empowerment breakfast to learn how you can get more out of your MPF in 2025. 11th February at The Hive.

The Basics of Investing is easily my most requested presentation, and I am excited to bring this opportunity back to our...
01/08/2024

The Basics of Investing is easily my most requested presentation, and I am excited to bring this opportunity back to our community. Due to popular demand for an evening event, we are delighted to arrange this session so that more people can benefit from this valuable information. Whether you are new to investing or looking to deepen your knowledge, this event is for you.

Join like-minded women for an enriching discussion and invaluable insights into mastering the basics of investing. This event is designed to empower you on your journey to financial independence.

I am delighted to be joined by Stefan Jordaan, CEO of Belvest Investment Services. With a remarkable 30-year career in wealth management and strategy, and leadership roles in Guernsey, Hong Kong, and Luxembourg, Stefan’s insights will provide you with the knowledge and confidence to make informed financial and investment decisions.

Event Details:
🍷 Event: The Basics of Investing - A First Step to Financial Independence
📆 Date: Thursday, 22nd August
⏰ Time: 6.30 pm
🐝 Location: The Hive, Sheung Wan

The event is free to attend, and we will be enjoying some light nibbles and a glass of wine.

Don’t miss out on this opportunity! Secure your spot now and take the first step towards mastering your financial future. Please register below and feel free to share the link with other women who might benefit from attending 👇

Join us an for evening of empowerment: The Basics of Investing: A First Step to Financial Independence at The Hive on 22nd August

Join like-minded women for an enriching discussion and invaluable insights into mastering the basics of investing. This ...
04/06/2024

Join like-minded women for an enriching discussion and invaluable insights into mastering the basics of investing. This event is designed to empower you on your journey to financial independence.

I am delighted to be joined by Stefan Jordaan, CEO of Belvest Investment Services. With a remarkable 30-year career in wealth management and strategy, and leadership roles in Guernsey, Hong Kong, and Luxembourg, Stefan's insights will provide you with the knowledge and confidence to make informed financial and investment decisions.

Event Details
🥐 Event: The Basics of Investing - A First Step to Financial Independence
📆 Date: 19th June
⏰ Time: 8.15 am
🐝 Venue: The Hive, Sheung Wan

The Basics of Investing is easily my most requested presentation, and I am excited to bring this opportunity back to our community. Whether you are new to investing or looking to deepen your knowledge, this event is for you.

To join our supportive group, please register below and feel free to share the link with other women who might benefit from attending 👇

Join us for our women's empowerment breakfast to learn the essentials of investing 19th June at The Hive.

In recent times, I’ve encountered many women facing financial hardships due to prioritising the needs of others above th...
08/05/2024

In recent times, I’ve encountered many women facing financial hardships due to prioritising the needs of others above their own. These financial challenges vary from excessive spending during social events to tapping into their pension savings to support others, damaging their own long-term financial security.

The key to overcoming these challenges is setting boundaries.

Setting boundaries is not just a solution; it’s a powerful tool for empowerment. It allows you to steer your financial future and align your resources with your values, needs, and goals.

In our next Empowerment Breakfast, join Monica Browning from Courage Through Coaching and me to learn how to set your own boundaries, stick to them and empower yourself to succeed.

Where & When

🥐 Event: Take charge – Setting Boundaries for Financial Success
📆 Date: Tuesday, 28th June
⏰ Time: 8:15 am
🐝 Venue: The Hive, Sheung Wan, Hong Kong

To join our supportive group, please register below and feel free to share the link with other women who might benefit from attending.

Join us for our women's empowerment breakfast to discuss the importance of setting financial boundaries on 28th May at The Hive.

Join our International Women's Day Empowerment BreakfastFinding Financial Freedom: The Road to IndependenceJoin our grou...
21/02/2024

Join our International Women's Day Empowerment Breakfast

Finding Financial Freedom: The Road to Independence

Join our group of professional women to celebrate International Women’s Day, with an exceptional edition of our Empowerment Breakfast series. On Friday, 8th March, one of Hong Kong’s leading family lawyers, Caroline McNally, and I will discuss Finding Financial Freedom: The Road to Independence. Together, we will explore the meaning of financial independence, how to achieve it and overcome the risks and obstacles along the way.

Where & When

🥐 Event: International Women’s Day, Empowerment Breakfast
📆 Date: Friday, 8th March
⏰ Time: 8:15 am
🐝 Venue: The Hive, Sheung Wan, Hong Kong

What to Expect:
✅ Inspiring talks and practical advice.
✅ Engaging Q&A session.
✅ Networking opportunities with like-minded professionals.
✅ A delicious breakfast to kick-start your day.

This event is more than just breakfast; it’s a step towards understanding the nuances of financial independence for women today.
I warmly encourage you to share this invitation with a friend or colleague if you’re keen on attending together. Don’t miss the chance to make this International Women’s Day even more memorable by bringing someone along. The more, the merrier!

To join us, please register in the link below 👇

Join us for a celebration and a discussion on Finding Financial Freedom: The Road to Independence. Friday 8th March at The Hive.

𝐊𝐢𝐜𝐤 𝐨𝐟𝐟 𝟐𝟎𝟐𝟒 𝐰𝐢𝐭𝐡 𝐧𝐞𝐰𝐟𝐨𝐮𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐰𝐢𝐬𝐝𝐨𝐦 at our inaugural Empowerment Breakfast of the year. I am delighted to welco...
11/01/2024

𝐊𝐢𝐜𝐤 𝐨𝐟𝐟 𝟐𝟎𝟐𝟒 𝐰𝐢𝐭𝐡 𝐧𝐞𝐰𝐟𝐨𝐮𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐰𝐢𝐬𝐝𝐨𝐦 at our inaugural Empowerment Breakfast of the year. I am delighted to welcome back the Chairman of MPF Ratings, Francis Chung. Francis has spent almost three decades working in the investment management industry. Prior to establishing MPF Ratings, Francis held senior investment, product, and business development positions with HSBC, Schroder Investment Management and Goldman Sachs. With his wealth of experience in finance and his mastery of maximising the value of your MPF, we could not be starting the New Year in better hands!

𝐊𝐞𝐲 𝐃𝐞𝐭𝐚𝐢𝐥𝐬

👉Event: Get the best from your MPF
📅 Date: Thursday, 25th January
⌚ Time: 8.15am
📍 Venue: The Hive, Sheung Wan, Hong Kong

This is more than just a breakfast event; it's a stepping stone towards mastering your financial destiny. Don't let this chance slip by. Please register at the link below and be part of our shared journey towards financial empowerment.

You're invited to join our empowerment breakfast at The Hive in Sheung Wan, Hong Kong on Thursday 25th January at, 8.15am.

13/11/2023

You're invited to join our empowerment breakfast at The Hive in Sheung Wan, Hong Kong on Thursday 30th November at, 8.15am.

The beginning of a new year often brings a wave of excitement, filled with aspirations and hopes. But let me ask you, ho...
13/11/2023

The beginning of a new year often brings a wave of excitement, filled with aspirations and hopes. But let me ask you, how many times have you written down financial resolutions only to see them fade away as the months roll on?

I’d love for you to join me on 30th November when we’ll be tackling this issue head-on at our next empowerment breakfast.

For the upcoming event, I’m thrilled to join forces again with the remarkable Monica Browning, the visionary behind Courage Through Coaching. While I’ll explore the significance of defining financial objectives and dissecting why they sometimes elude us, Monica will equip you with techniques to maintain motivation, cultivate a triumphant mindset and establish SMART goals. By the end of this session, you’ll depart with at least one concrete goal and a dynamic action plan, setting you up for success in 2024.

Key Details

🥐 Event: Financial Goal Setting for 2024
📅 Date: Thursday, 30th November
⏰ Time: 8.15am
🐝 Venue: The Hive, Sheung Wan, Hong Kong

Whether you’re looking to rejuvenate after a tumultuous year or aspiring to reach newfound financial heights, this event promises to be transformative.

I’m looking forward to seeing you there.

To register, please click on the link below 👇

You're invited to join our empowerment breakfast at The Hive in Sheung Wan, Hong Kong on Thursday 30th November at, 8.15am.

Are you ready to elevate your financial game to new heights? Our Women’s Empowerment Breakfast is back, rejuvenated afte...
12/10/2023

Are you ready to elevate your financial game to new heights? Our Women’s Empowerment Breakfast is back, rejuvenated after the summer break, and we’ve curated an event that promises to be a transformative experience.

Meet Alex Harvey, a financial wizard responsible for managing billions in assets. But what does an “AA*-rated Fund Manager” really mean? Simply put, it’s the financial industry’s stamp of supreme quality and trustworthiness—think Michelin stars but for money management!

Why Should You Attend?

This isn’t just another financial seminar; it’s your gateway to becoming financially savvy, confident, and prepared for any market condition. Alex is here to demystify the strategies and decision-making processes that professionals like him employ every day.

👉 Unlock Financial Mysteries: Alex will reveal the ins and outs of fund management.
👉 Navigate Current Financial Waters: Get insights into the latest market trends and events.
👉 Interactive Q&A: Alex will candidly answer any burning questions you may have.

Event Details You Can’t Miss

📅 When: Tuesday, 31st October, 8.15am
🐝 Where: The Hive, Sheung Wan, Hong Kong

Are you excited to tap into insights that could truly be a game-changer for your financial future? This is a golden opportunity you won’t want to miss.

To ensure an excellent experience for everyone, please secure your spot by clicking on the link below 👇

*AA rated by Citywire

You're invited to join our empowerment breakfast at The Hive in Sheung Wan, Hong Kong on Tuesday, 31st October, 8.15am.

Address

Belvest Investment Services Limited 9/F Centre Mark II 305-313 Queen’s Road Central, Sheung Wan
Hong Kong

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