Our Programmes
Three courses, each addressing
a different layer of the same challenge
From a gentle introduction to the sandwich generation's finances through to a full multi-generational planning exercise — choose the depth that matches your current situation.
Back to HomeOur Approach
How we structure learning for people with competing demands
Every Lotus Anchor programme is built around one observed reality: people in the sandwich generation read when they can, not when it is convenient. Course materials are divided into short sections — each carries a plain-language heading and a one-line summary at the top, so participants can locate their place quickly after an interruption.
Weekly content is released together at the start of each week. There are no mandatory live sessions, which means the reading schedule is yours to set. Optional check-in sessions are available at mid-course for those who find them useful.
Each course ends with a structured output — a decision framework, checklist, or written map — designed to be brought into real conversations with family members, solicitors, or financial advisers.
Enrol and receive Week 1 materials
Content arrives at the start of each week for the programme duration
Read in short sections at your own pace
Summaries and anchors let you return without losing your place
Optional mid-course check-in
One-to-one or group session available to clarify questions
Complete the course output
A practical framework or written map you keep and use after the course ends
Sandwich Generation Finance Basics
For midlife Hong Kong residents who are simultaneously supporting ageing parents and adult children — a common circumstance that receives little structured attention. The course is gentle, practical, and respectful.
Topics include how to think about shared financial contributions, protecting your own retirement trajectory while providing support, the early conversations with parents about their affairs, and the early conversations with adult children about expectations.
Course Fee
HKD 1,580
Best for
Someone who has recently become aware of the dual pressure and wants a structured way to think it through for the first time.
Caring for Ageing Parents: Financial Considerations
A six-week programme focused on the financial side of supporting parents as they age. The tone is compassionate throughout, acknowledging that these conversations are rarely easy and that the financial questions cannot be separated from the relational ones.
Modules cover understanding parents' current financial position without overstepping, the practical arrangements of co-signed accounts and powers of attorney, the budgeting of home-care and residential-care options in Hong Kong and across the border, and the rarely-discussed matter of how siblings share responsibility.
Course Fee
HKD 2,380
Best for
Someone whose parents' needs are becoming more immediate — or who has begun to suspect that a conversation is overdue but does not know how to approach it.
Multi-Generational Family Financial Planning
A ten-week programme that brings together all three generations — self, parents, adult children — into a single thinking exercise. Each participant completes a written family financial map as the central output of the course.
Modules cover family financial conversations that build trust over time, gifting considerations within Hong Kong and cross-border, estate implications of intra-family transfers, and the sensitive question of expectations around support in either direction.
Course Fee
HKD 3,080
Best for
Someone who wants a comprehensive view — one that acknowledges the full picture across all three generations and produces a written framework to work from going forward.
Compare Courses
Which course is right for you?
All three courses share the same plain-language approach and Hong Kong focus. The differences lie in scope, duration, and depth of coverage.
| Feature | Basics 4 wks · HKD 1,580 |
Ageing Parents 6 wks · HKD 2,380 |
Multi-Gen 10 wks · HKD 3,080 |
|---|---|---|---|
| Shared contributions framework | — | ||
| Own retirement protection | |||
| Parent financial conversation skills | Introduction | ||
| Powers of attorney guidance | — | ||
| HK & cross-border care budgeting | — | ||
| Sibling responsibility frameworks | — | ||
| Gifting & estate considerations | — | — | |
| Adult children expectation module | — | ||
| Written family financial map | — | — | |
| Optional mid-course check-in |
Standards
Shared across all programmes
Privacy by design
Participant data handled under Hong Kong's PDPO. No sharing with third parties for marketing purposes.
Legal module review
Legal content reviewed by a qualified HK solicitor before each new cohort of the ageing parents and multi-gen programmes.
Annual content update
Figures, MPF thresholds, and care-cost data refreshed each year to remain current with Hong Kong conditions.
Plain language standard
All materials reviewed against a plain language checklist. Technical terms are defined on first use.
Post-course feedback
Every cohort ends with a structured feedback process. Gaps identified are addressed in the following cohort's materials.
Scope transparency
Courses are explicit about what they do and do not cover. Participants are encouraged to bring professional advisers into any decisions that follow.
Unsure where to begin?
Tell us a little about your family situation and we will suggest the most appropriate starting point. No obligation, no pressure — just a straightforward recommendation.