About Moonport
A financial education provider founded on the conviction that people approaching retirement deserve structured, independent learning — not another product pitch.
How Moonport came to be
Moonport was founded in Hong Kong in 2013 by a small group of educators and financial practitioners who kept noticing the same pattern: working professionals in their fifties who had spent two or three decades accumulating savings found themselves with no clear framework for thinking about what came next. The products existed. The advice existed. The understanding, in many cases, did not.
The courses that emerged from those early conversations were designed to give people the language and structure to evaluate their own positions — not to tell them what to do, but to help them think more clearly about what they already had. That remains the central purpose of Moonport's programmes today.
The decision to avoid product distribution was deliberate from the start. Without a commission structure, the educational content can be organised around what is genuinely useful to learners rather than what is beneficial to sell. The courses are funded by course fees alone, and the content is reviewed each year to reflect changes in Hong Kong's regulatory and tax environment.
Moonport operates from offices in Central and currently accepts participants through a rolling intake system. Cohort sizes are kept small so that the discussion component of each programme remains a genuine exchange rather than a broadcast.
41 Connaught Road Central
Central, Hong Kong
The people behind the programmes
Margaret Ho
Former wealth management practitioner with over eighteen years of experience working with high-net-worth clients in Hong Kong and Singapore. Margaret leads curriculum development and the full pre-retirement programme.
David Lau
Retired financial services regulator with particular expertise in MPF policy and Hong Kong tax treatment of retirement assets. David reviews and updates course content each year and contributes to the withdrawal planning workshop.
Sarah Chan
Sarah manages the learner journey from initial enquiry through to course completion, oversees the discussion forums, and coordinates the one-to-one review meetings included in the full programme.
Standards and operating principles
These are not aspirational statements. They describe how the programmes are actually built and delivered.
No product distribution
Moonport holds no distribution licences and earns no commission from any financial product. Courses are designed without reference to what would be advantageous to recommend.
Annual content review
Each programme is reviewed before every new intake cycle to account for changes in MPF regulations, Hong Kong tax considerations, and the broader retirement landscape.
Controlled cohort size
Enrolment per cohort is limited so that discussion forums function as genuine conversations and questions receive substantive responses rather than automated replies.
Data privacy
Participant information is used only for course administration and is not shared with financial product providers. The approach to data management follows applicable Hong Kong ordinances.
Clear educational scope
Programmes clearly distinguish educational content from regulated financial advice. Where topics approach the boundary, participants are directed to seek licensed advice specific to their circumstances.
Post-course feedback review
Every participant is invited to complete a structured feedback review at programme completion. Results are read and considered in the next content review cycle.
Financial education in the pre-retirement years
The decade before retirement is among the most consequential in personal financial life. Decisions made about asset allocation, withdrawal structure, MPF consolidation, housing, and tax planning during this period carry effects that extend well into retirement itself. Yet this is also the period in which formal financial education is least available: most material either addresses the early accumulation phase or assumes retirement has already begun.
Moonport's programmes occupy this gap deliberately. The portfolio review course addresses the question that many people defer until it becomes more urgent — whether what has been accumulated over decades is still organised in a way that reflects current circumstances and a shortening time horizon. The withdrawal planning workshop addresses the arithmetic and behavioural dimensions of drawing from a portfolio systematically without depleting it prematurely.
For those who want a comprehensive view before retirement, the full ten-week programme integrates both questions and adds cash-flow modelling, housing considerations, and the particular features of the Hong Kong tax and MPF environment. Completing that programme, participants leave with a written document — a structured self-review — that can be revisited and updated each year rather than filed away.
Moonport's position within the Hong Kong market is as an educational provider, not a financial services firm. That distinction matters to how the courses are designed, what the discussion forums contain, and how the final review meeting in the full programme is conducted. It also means the content is not shaped by the economics of product distribution, which influences educational material in ways that are rarely declared.
Want to learn more before enrolling?
We are happy to answer questions about how the courses are structured, what participants typically find most useful, and whether a programme is likely to be a suitable fit for your current situation.
Send an Enquiry