Seminar: What’s Next After CPF SA Closure?
[𝗦𝗲𝗺𝗶𝗻𝗮𝗿: 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 𝗔𝗳𝘁𝗲𝗿 𝗖𝗣𝗙 𝗦𝗔 𝗖𝗹𝗼𝘀𝘂𝗿𝗲?] Are you still…
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.
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.
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:
Let's get to know you! In this meeting, our advisor delves into your financial goals and needs using our advanced planning tools.
Reveals your personalized financial plan. We'll break down the strategies and instruments in easy-to-understand language.
Implementing your plan, making sure you're on the right track. Regular reviews guarantee you're heading towards your financial goals.
[𝗦𝗲𝗺𝗶𝗻𝗮𝗿: 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 𝗔𝗳𝘁𝗲𝗿 𝗖𝗣𝗙 𝗦𝗔 𝗖𝗹𝗼𝘀𝘂𝗿𝗲?] Are you still…
𝗛𝗪𝗣 𝟮𝟬𝟮𝟱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 – 𝗪𝗵𝗲𝗿𝗲 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗣𝗮𝗿𝗸…
Maximise Your Retirement Savings with CPF & SRS With just…