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I’m Charlene, ex-JPMorgan investor and a Chartered Financial Analyst (CFA) with a decade of experience in finance across Asia and Europe.

My mission is to empower 100,000 individuals without a finance background to become confident investors, enabling you to escape unhealthy situations and create the life you always want!

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Join the global community that are using one of Charlene’s free resources for investment and money tips!

I help non-finance background 9-5ers and entrepreneurs retire early, fight inflation and earn passive income through investing!

Explore my YouTube channel for more free content on finance, investments, and self-development!

Charlene COng, CFA

I’m Charlene, ex-JPMorgan and a Chartered Financial Analyst (CFA) with a decade of experience in finance across Asia and Europe.

I believe finance is NOT only for the privileged rich; finance is for EVERYONE! Wall Street makes finance so complicated and I’m here to simplify finance and share money tips.

I started as a banking journalist in Hong Kong, investigating how multi-millionaires and billionaires invest. After, I joined J.P. Morgan, serving private bank clients. Later, I joined a wealthtech firm situated right in the global wealth centre, Switzerland.

My job was all about making the rich even richer and I increasingly felt in my gut: it’s time for a change. That’s why I started this channel with the mission to empower everyday people to work towards financial freedom🚀

Blog & News

Hidden Investment Costs: Top 3 Things Your Bank Will Never Tell You

Hidden Investment Costs: Top 3 Things Your Bank Will Never Tell You

Hidden Investment Costs: Top 3 Things Your Bank…

Top 5 Money Mistakes to Avoid in Your 20s and 30s That Could Ruin Your Wealth

Top 5 Money Mistakes to Avoid in Your 20s and 30s That Could Ruin Your Wealth

Top 5 Money Mistakes to Avoid in Your…

Top 5 Financial Mistakes That Could Ruin Your Wealth

Top 5 Financial Mistakes That Could Ruin Your Wealth

Top 5 Financial Mistakes That Could Ruin Your…

John Woods, Chief Investment Officer, APAC, Lombard Odier, ex-CIO for Credit Suisse

“Charlene possesses that rare ability to take complex financial concepts and make them accessible to a wide audience, reflecting her great communication ability and understanding of finance.”

John Woods, Chief Investment Officer, APAC, Lombard Odier and ex CIO at Credit Suisse

“Charlene possesses that rare ability to take complex financial concepts and make them accessible to a wide audience, reflecting her communication  ability and understanding of finance.”

Arjan de Boer, Head of Markets, Investments and Structuring, Asia, Indosuez Wealth Management

“As a qualified CFA charterholder with a deep understanding of investments and finance – which is rare in the media industry – Charlene is an extremely competent individual with an outstanding personality.”

Arjan de Boer, Head of Markets, Investments and Structuring, Asia, Indosuez Wealth Management

“As a qualified CFA charterholder with a deep understanding of investments and finance – which is rare in the media industry – Charlene is an extremely competent individual with an outstanding personality.”

Watch & Learn
GET INSPIRED WITH MY YOUTUBE CHANNEL

Investing tips | Financial Market | 2024

This video presents the 4 Most Profitable Investments for 2024, based on comprehensive research and analysis of reports from major financial institutions like UBS, JPM, BlackRock, HSBC, and GS.

Finance Books recommendation | 2024

As we step into 2024 and if reading finance books is part of your New Year’s goals, here are my top five book recommendations. These are carefully selected to enrich, enlighten, and entertain.

4 Unspoken Rules for Dating and Investing 

The four unspoken rules that are equally applicable to both your dating and financial life. By mastering the rules,  you’ll unlock the path to success in both dating and investing.

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