PhillipCapital

With social media platforms like YouTube, TikTok, and Instagram becoming popular channels for Gen Z to seek financial insights, this younger, tech-savvy generation now favors the immediacy and accessibility of online content over traditional face-to-face meetings with financial advisors. In this interview, Louis Koay, Senior Financial Services Director at Phillip Wealth Advisory, shares his views on the rise of 'finfluencers'—online influencers who provide financial guidance and investment tips—and discusses how this 'finfluencer' trend is impacting the financial advisory industry. Listen to his insights with Lynlee Foo on @MoneyFM 89.3’s “The Afternoon Update” podcast. Listen to the podcast here: https://lnkd.in/gjMWhESj Connect with Louis Koay at tinyurl.com/TTPLouis For more info or queries, visit www.phillip.com.sg or email [email protected] #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs

Kudos to Paul Chew, our Head of Research, and his team at Phillip Securities Research for their dedication to nurturing the next generation of finance professionals. Their recent individual mentoring sessions with Singapore Management University Finance undergraduates exemplify our commitment to empowering students through hands-on experience and expert guidance. Thank you to Prof Sam Phoen SMU for the wonderful opportunity of engagement! #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #Financialliteracy

PhillipCapital was honoured to be part of the Financial Planning Association of Singapore (FPAS)'s 7th Annual World Financial Planning Day 2024 on 29 Oct. Held at Suntec Convention Centre, this year’s event offered valuable insights, including keynote speeches on the art of coaching by Dr Chi-Chiu Tan, Columbia Credentialed Professional Executive Coach, the importance of estate planning, and legal guidance by Mr Raymond Gwee, Director at KK Lee Law Corporation, and strategies for managing recent trends in consumer disputes by Ms Eunice Chua, CEO at Singapore's Financial Industry Disputes Resolution Centre. The event concluded with a convocation ceremony where Dr. Ben Fok, President of FPAS Executive Council presented CFP certificates while our Executive Director of Wealth Management & Talent Acquisition, Ms Lisa Lee, who is the Vice President of FPAS Executive Council presented AFP and AWP certificates to graduates who joined the growing ranks of financial planning professionals dedicated to client service excellence. At PhillipCapital, we endeavour to serve the evolving financial goals and aspiration of our clients and their next generations at various life stages during their investment journey with us by building the competencies of our financial representatives. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #FPAS ##WorldFinancialPlanningDay

What is the most exciting and rewarding part of being a Wealth Manager? Get to know Sophia Tan, our Wealth Manager at PhillipCapital, and learn what motivates her to continue spreading financial literacy and providing sound financial advice, even on the busiest and most challenging days! Sophia Tan Wealth Manager bit.ly/TTPsophiatansh We are expanding and hiring. Join the Winning Team Now! Visit tinyurl.com/PCapEntrep #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #IChoosePhillipCapital

We held an early celebration for Deepavali, the Festival of Lights, on 29 Oct and saw the cultural diversity within PhillipCapital come to life. In a multiracial society like Singapore, we cherish every festive occasion to create opportunities to foster connection, engagement, and joy among our staff. Our office was decorated  with colourful rangolis, twinkling lights, and sparkling diyas, creating a warm and welcoming atmosphere. Our colleagues embraced the season’s spirit by donning ethnic attire turning our office at One Sims Lane into a vibrant festive wonderland. We witnessed heartwarming moments when participants injected their own artistic touches to decorations symbolic of the festival during the Parotta-making and Diyas painting competitions. It was truly heartening to see everyone enjoying the celebrations together. Here is wishing everyone a joyful Deepavali filled with love, light, and countless blessings! #PhillipCapital #YourPartnerInFinance #ServingYouSince1975 #LifeAtPhillip #Deepavali #workhardplayhard

We had a fantastic partnership with SIM Investment & Networking Club (INC) on 25 Oct, hosting an engaging session to introduce SIM students to the basics of Technical Analysis.   Our guest speaker, Benjamin Tay, Content Strategist from Prolifick Holdings led the session, guiding the students through the fundamentals of stock market analysis and key analytical techniques. Benjamin’s insights brought the subject to life, moving it beyond theory to practical with real-world applications.   A big thank you to SIM INC for this collaboration which marks an exciting step in bridging classroom knowledge with industry expertise. At PhillipCapital, we believe in empowering the next generation with practical financial skills and insights. By fostering knowledge-sharing opportunities like this session, we aim to inspire students to approach investing and trading with confidence and insight, preparing them to navigate the financial landscape with expertise.   #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #VarsityEngagement #TechnicalAnalysis

Are you a HENRY (High Earner, Not Rich Yet)? Tune in to this episode as Aizat Akhtiar, Wealth Manager at Phillip Wealth Advisory, spills the tea on how to avoid potential financial roadblocks and build lasting wealth.   Aizat Akhtiar Wealth Manager https://lnkd.in/gMRTKg2t We are expanding and hiring. Join the Winning Team Now! Visit tinyurl.com/PCapEntrep #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #SippingTeaWithPWA

This year, we introduced a Board Game Corner at our One Sims Lane office as part of our wellness initiatives for our staff to relax and bond, over strategy games, party games and classic favourites. On 23 Oct, we hosted our first Board Game Spree, where colleagues explored different games and connected with fellow enthusiasts. After accumulating game points, they also tried their hand at the Witch Hat Ring Toss Game, which allowed them to redeem prizes, candy bags, or take on fun challenges that brought plenty of laughs to the office. With employee wellness a priority at PhillipCapital, we are heartened to see colleagues from different teams gather to unwind and foster a collaborative, caring workplace beyond work! #PhillipCapital #YourPartnerInFinance #Servingyousince1975 #WorkLifeHarmony

We had a fantastic time participating once again in the SUTD MarketWatch Fiesta last evening, 16 Oct. It was a great opportunity to share our passion for financial literacy with the sharp minds of tomorrow’s investors! Senior Research Analyst at Phillip Securities Research, Jonathan Woo, captivated the young audience with his insights on the US markets, market volatility, and strategies for navigating uncertainty amidst the impending US election and expected rate cuts. Congratulations to Joshua Tan, who nailed the MarketWatch competition by predicting the S&P500 index to be 5818.24—just 2.99 points shy of the actual closing price of 5815.25! Thanks to Singapore University of Technology and Design (SUTD) for another amazing opportunity to inspire the next generation of financial wizards. We're already looking forward to next year’s event! #PhillipCapital #Yourpartnerinfinance #Servingyousince1975 #varsityengagement #finance

How can you make your money work harder for you, especially as a young graduate? In this interview, Elijah Lee, Senior Financial Services Manager at Phillip Securities, shares practical tips on budgeting, choosing between career growth and wealth building, and balancing CPF top-ups with other investments, whether you're living with your parents or managing expenses on your own. 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/g7dhPt3g 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