PhillipCapital

Are we all guilty of justifying our spending habits? ? Let’s break down 'Girl Math' from a guy's perspective????– dive into the?humour,?the reality, and the lessons we can take away from this viral social media phenomenon! Read to find out:?https://lnkd.in/gnaWgurw Author: Lim Zeyu Wealth Manager https://bit.ly/TTPlimzeyu #PhillipCapital #Servingyousince1975 #YourPartnerinFinance #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #TalktoPhillip #FinancialLiteracy #GirlMath

From Wealth Manager to Fitspo! Meet Aizat Akhtiar, a Wealth Manager at PhillipCapital, and find out how he draws parallels between bouldering and wealth management to empower his clients, helping them take charge of their financial well-being and feel confident on their wealth journey! Aizat Akhtiar Wealth Manager bit.ly/TTPaizatakhtiar We are expanding and hiring. Join the Winning Team Now! Visit?tinyurl.com/PCapEntrep #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #IChoosePhillipCapital

Last Sunday, 23 Nov, we had the privilege of collaborating with The Joyful Investors (TJI) to host an insightful workshop for their community members at our headquarters at Raffles City Tower. ? Led by the knowledgeable Ms Hazelle Soon, CEO and Chief Trainer from The Joyful Investors, the workshop explored the fundamentals of S-REITs and their potential to grow wealth, offering attendees practical insights on how to apply a structured framework to cherry-pick S-REITs for investment and how to analyse stock charts to identify favourable buying opportunities. Hazelle’s engaging session provided the attendees with actionable strategies to help them navigate the world of REIT and invest with greater confidence. A big thank you to The Joyful Investors and their amazing community for making this workshop a success! At PhillipCapital, we remain committed to empowering individuals with financial knowledge and tools to make informed and confident investment decisions. Here's to more meaningful collaborations ahead! #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipCFD

Last Friday, 22 Nov, we had the pleasure? of hosting our esteemed clients at our Phillip CFD Client Appreciation Night 2024, held at York Hotel. Held annually, the event evening was dedicated to expressing our heartfelt gratitude for the trust and support our clients have shown us throughout the year. The evening was filled with meaningful connections and laughter amidst our celebration of joint success. It was kicked off with an insightful market outlook presented by Ms Helena Wang, Research Analyst at Phillip Securities Research who provided a comprehensive overview of US Tech Stocks and AI. This was followed by an inspiring speech by our Executive Director, Mr Jeffrey Goh, and?exciting games, including a lively round of bingo. The lucky winner walked away with a 2D1N staycation at York Hotel and S$188 in trading credits! We are immensely grateful for the opportunity to bring together such an incredible group of individuals who have been instrumental in our journey. At PhillipCapital, we are committed to fostering meaningful relationships and creating opportunities to celebrate the success of our clients. Here’s to strengthening relationships and achieving even greater success together! #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipCFD #ClientAppreciationNight

I Choose PhillipCapital because it offers a broad range of investment and insurance solutions, equipping me with the tools and knowledge to address every aspect of my clients' financial journeys. At the same time, it provides a supportive environment for both my career and personal growth. Prem Kishan Wealth Manager bit.ly/TTPkish Join the Winning Team Now! Visit?tinyurl.com/PCapEntrep #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs

Many individuals in Singapore overlook the Supplementary Retirement Scheme (SRS) as a powerful retirement planning tool. But this account could be the key to boosting your long-term savings! Before jumping in, make sure to assess your cash flow and see how SRS fits into your strategy. Uncover smart strategies, avoid common mistakes, and make the most of your SRS—SRS-ly! Read to find out: https://lnkd.in/gzrUs2Vf Author: Winshern Ho Wealth Manager, Phillip Securities Pte Ltd bit.ly/TTPWinshernHo #PhillipCapital #Servingyousince1975 #YourPartnerinFinance #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #TalktoPhillip #FinancialLiteracy #SRS

“I’m deeply grateful to our senior management team for their mentorship, especially for teaching me the value of asking the right questions. Their guidance has shaped my approach to problem-solving and leadership,” says Jeremy Chin, Head of Forex and Bullion Dealing at Phillip Nova. After earning his Business degree, Jeremy joined Phillip Nova’s Operations team in 2016 and transitioned to a Forex Dealer role in 2019. His contributions were instrumental in broadening Phillip Nova’s asset offerings to include Contracts for Difference (CFDs). Now leading the Forex Dealing team, Jeremy finds the dynamic, fast-paced environment highly rewarding. “I’m fortunate to work with supportive colleagues who value innovation and personal growth,” he shares. On weekends, Jeremy enjoys quality time with friends and family chilling at his favourite coffee spots. He also enjoys travelling with his young children, aged 5 and 2, which brings fresh perspectives that enrich his leadership style. If you’re passionate about financial markets and thrive in a collaborative environment, explore related career opportunities here: https://lnkd.in/gashiUAT! ? #PhillipCapital #YourPartnerInFinance #ServingYouSince1975 #PhillipNova #Leadership #Mentorship #WorkLifeHarmony?

On 11 Nov, we had the privilege of hosting a group of students from Ngee Ann Polytechnic at our headquarters at Raffles City Tower. The event began with a warm welcome from our Executive Director, Ms Lisa Lee, who set an inspiring tone for the day. She introduced the students to the concept of financial planning, emphasising how our financial needs evolve at different life stages — from savings to the need for protection, to investing early and eventually the need for legacy planning. This perspective provided a valuable foundation for understanding the lifelong importance of financial planning. The programme also? included insightful sharing sessions on Financial Markets and Investing by Mr. Teo Huan Zi, Dealing Manager, who offered students a foundational look at Fundamental and Technical Analysis, Mr. Stephen Beng, Head of ESG at Phillip Capital Management, who highlighted the impact of ESG Sustainable Investing, and Mr Vince Koh, Relationship Manager, who gave practical guidance on selecting the right Unit Trust to build a diversified investment portfolio. A big thank you to our speakers for sharing their invaluable insights and real-world expertise — it was inspiring to see their dedication and knowledge in action. We hope the students found the session valuable, with fresh perspectives on the financial industry. At PhillipCapital, we are committed to empowering future leaders by creating opportunities that bridge classroom knowledge with real-world insights. We look forward to more collaborations like this in the future and remain committed to empowering the next generation together! #PhillipCapital #Servingyousince1975 #yourpartnerinfinance #PhillipInvestorCentre #NgeeAnnPoly #YouthEmpowerment #FinancialEducation #FutureLeaders

When we hear “money-minded,” we might picture greed or an obsession with wealth. But here’s the reality: if we don’t think about money today, we end up worrying about it tomorrow. Tune in as Jonathan Wong, Wealth Manager at Phillip Wealth Advisory, spills the?tea?on redefining what being money-minded really means. Jonathan Wong Wealth Manager bit.ly/TTPjonathanwzx We are expanding and hiring. Join the Winning?Team Now! Visit?tinyurl.com/PCapEntrep #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #SippingTeaWithPWA

What are some foundational investment strategies for those new to growing their savings? ? In this interview, Elijah Lee, Senior Financial Services Manager at Phillip Securities, shares his insights on making safe investment choices, setting achievable financial goals, and navigating risk comfortably. ? Listen to his insights with Michelle Martin on MONEY FM 89.3's “Your Money with Michelle Martin” podcast. Listen to the podcast here:?https://lnkd.in/gRTmmurm Connect with Elijah Lee at bit.ly/TTPelijah??? ? For more info or queries, visit?www.phillip.com.sg?or email?[email protected]? ? #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs