Terms & Conditions

Who these terms are with

This website is operated by Trevor Lee, a financial planner based in Hong Kong (@ThisIsTrevorLee). By using the site you agree to these terms. If you do not agree, please do not use the site.

The content is education, not advice

Everything published here — articles, videos, carousels, guides and the newsletter — is for general information and financial education only. It does not take account of your personal circumstances and does not constitute financial, investment, tax or legal advice. Personalised advice is only ever given after a formal advice process, in writing. Please seek independent advice before making any financial decision.

Booking a call

A Financial Discovery Session is a complimentary, no-obligation conversation. Booking one does not create an advice relationship and commits you to nothing. Scheduling is handled by Cal.com under its own terms.

Intellectual property

The content, branding and design of this site belong to Trevor Lee unless stated otherwise. You are welcome to read, save and share links to it for personal, non-commercial use. Please do not reproduce or republish it as your own.

Links to other sites

Some pages link to third-party websites (for example social platforms or booking tools). Those sites are outside my control and have their own terms and privacy notices, for which I am not responsible.

Regulatory status

[Regulatory / St. James's Place status wording — to be supplied and compliance-approved before launch.]

Governing law

These terms are governed by the laws of the Hong Kong Special Administrative Region, and any disputes are subject to the exclusive jurisdiction of the Hong Kong courts.