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Disclaimer & PDPA

About Us

INTRODUCTION

Holistic Wealth Planners

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 and Independent
Objective and Impartial
Compare and Analyse
Professional Advisory Team
with CFPs and CFAs
Personalised and Tailor-Made
Continual review and
Active Engagement

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

Our team has more than 20 advisors and we are collectively servicing more than 5000 clients with over $250 million in assets under advisory.

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.

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Invested Capital
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Satisfied Clients
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Award Winning Advisor

Holistic Wealth Planning

An Integrated Approach to 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.

Holistic Wealth Planning
100%
Insurance Planning
95%
Investment Planning
95%
Retirement Planning
95%
Mortgage Planning
95%
Estate Planning
95%

Satisfaction % based on client feedback

Holistic Wealth Planners Is Committed To Help Clients

As a financial advisory team, staying ahead of the investment market and generating compelling investment ideas can indeed be challenging.

However, at Holistic Wealth Planners, we have a comprehensive system in place to address these challenges and ensure that our advisors are well-equipped to engage clients and provide them with trustworthy investment solutions.

Our approach involves leveraging the expertise of our director, Louis Koay, who diligently prepares monthly market updates and presentation materials. These updates are designed to keep our advisors informed about the latest market trends, economic developments, and potential investment opportunities. This ensures that our team is always up-to-date with the current financial landscape, allowing us to make well-informed decisions on behalf of our clients.

One of the key strengths of our team is the existence of a model portfolio, which has amassed over 50 million dollars in investments. This portfolio serves as a reliable benchmark and a demonstration of our ability to deliver consistent and successful investment outcomes. By adhering to this model portfolio, our advisors are not only following proven strategies but also providing a sense of assurance to our clients that their investments are in capable hands.

The model portfolio is the result of meticulous research, expert analysis, and a deep understanding of various investment instruments. It is continuously monitored and adjusted as needed to adapt to changing market conditions. By utilizing the model portfolio as a foundation, our advisors can offer tailored investment solutions that align with each client’s unique financial goals, risk tolerance, and time horizon.

Furthermore, our commitment to maintaining a trusted brand extends beyond simply following the model portfolio. We prioritize transparency, clear communication, and personalized service for each client. Our advisors work closely with clients to understand their financial aspirations, address their concerns, and tailor investment strategies accordingly.

At Holistic Wealth Planners, we simplify complicated financial analysis and overwhelming product comparisons into easy- to-understand concepts to ensure our clients walk away from every appointment educated and not confused.

Holistic wealth planning need not be Complicated wealth planning.

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