Lynda Calver
Financial Planner

Lynda Calver Wealth Manager PortraitHi, 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, Thailand and Hong Kong since 2014. I have been an expatriate for a large part of my adult life, an invaluable experience in advising my clients.

My financial career began in the UK with Barclays in 2002. Seeking a challenge, and to further my career, I moved to Bangkok, joining Infinity Financial Solutions in 2010. In 2014 as one of their most successful consultants, I relocated to Hong Kong to help expand a new office. In 2021, Infinity’s Hong Kong operation merged with Belvest, and I joined them to continue serving my clients’ best interests.

In addition to my Hong Kong qualifications and licenses, I am a member of and hold qualifications with the Chartered Insurance Institute (CII). 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. Theyare located throughout the world but know I am only a Zoom, WhatsApp or phone call away.

In my spare time I like to keep fit by hiking, personal training, and paddling with my dragon boat team, SMUGz. I am also a keen follower of a variety of sports especially rugby. 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.

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Professional Qualifications, Licenses and Credentials

Insurance Authority HK license IA 3337
MPFA license 121653
Securities and Futures Commission license number BTU909
Chartered Insurance Institute (CII) UK registration number 00140836G
CII qualifications: R01 Financial Services Regulation and Ethics
R03 Personal Taxation
R05 Financial Protection

I am constantly looking to increase my skillset and industry knowledge. I’m committed to completing a minimum of 35 hours of Continuing Professional Development (CPD) a year but in reality exceed that quota in addition to regular study for additional financial qualifications.