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Disclaimer & PDPA

Your Go-To Brand for Holistic Wealth Planning

Holistic Wealth Planners is a team of financial advisors whose planning philosophy encompasses wealth protection, wealth accumulation and wealth distribution, not as separate categories but as an integral process of the overall financial journey throughout our clients’ lifetime.

Holistic Wealth Planners

We are a financial advisory team from Phillip Securities Pte Ltd.

Our team has more than 42 advisors and we are collectively servicing more than 7800 clients with over $500 million in assets under servicing.

Holistic Wealth Planners have access to more than 40,000 financial products and solutions on our platform, allowing us to provide unbiased advice on the full suite of wealth protection and accumulation options available on the market.

An Integrated Approach For Wealth Planning

Holistic Wealth Planning is a comprehensive approach to financial planning that recognizes the interconnected nature of various financial aspects and seeks to address them collectively rather than in isolation. It acknowledges that different aspects of an individual’s financial life are interdependent and can significantly impact each other. As such, it emphasizes the importance of considering the broader financial landscape when making decisions, rather than focusing solely on individual components like insurance, investments, or retirement.

This approach encompasses several key components:

Insurance Planning

Insurance planning is a vital tool to protect your wealth, preserve your earning power, and mitigate the impact of unexpected medical expenses and treatment costs.

Investment Planning

Investment planning involves assessing your risk tolerance, financial objectives, and time horizon, we can create a diversified investment portfolio that maximises your risk adjusted return.

Retirement Planning

Retirement planning is all about securing your future happiness and peace of mind. It’s like building a safety net that ensures you have the financial freedom to enjoy life after you stop working. 

Mortgage Planning

Mortgage planning is vital, enabling well-informed decisions for favorable home financing, aligning with financial goals, and preventing future setbacks.

Estate Planning

Estate planning secures your legacy, making sure your loved ones are cared for and your wishes are honored when you’re no longer around.

OUR PROCESS

3 Simple Steps To Holistic Wealth Planning

01

Discovery Session

Let's get to know you! In this meeting, our advisor delves into your financial goals and needs using our advanced planning tools.

02

Presentation Session

Reveals your personalized financial plan. We'll break down the strategies and instruments in easy-to-understand language.

03

Implementation Session

Implementing your plan, making sure you're on the right track. Regular reviews guarantee you're heading towards your financial goals.

Request For A Holistic Wealth Planning

RECENT EVENTS

Discover Our Latest Events And Insights !

Seminar: What’s Next After CPF SA Closure?

Seminar: What’s Next After CPF SA Closure?

[𝗦𝗲𝗺𝗶𝗻𝗮𝗿: 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 𝗔𝗳𝘁𝗲𝗿 𝗖𝗣𝗙 𝗦𝗔 𝗖𝗹𝗼𝘀𝘂𝗿𝗲?] Are you still…

HWP 2025 Market Outlook Webinar – Where Should You Park Your Money in 2025?

HWP 2025 Market Outlook Webinar – Where Should You Park Your Money in 2025?

𝗛𝗪𝗣 𝟮𝟬𝟮𝟱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 – 𝗪𝗵𝗲𝗿𝗲 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗣𝗮𝗿𝗸…

[Webinar] Maximise Your Retirement Savings with CPF & SRS

[Webinar] Maximise Your Retirement Savings with CPF & SRS

Maximise Your Retirement Savings with CPF & SRS With just…

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