๐๐๐ฉ๐ ๐ช๐๐๐๐ก๐๐ฅ: 2026 ๐ ๐ผ๐ป๐ฒ๐ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฒ๐ ๐ณ๐ผ๐ฟ ๐ช๐ผ๐ฟ๐ธ๐ถ๐ป๐ด ๐๐ฑ๐๐น๐๐
Lower interest rates, rising insurance premiums, and increasingly volatile markets โ today, more than ever, your financial plan needs more than random online advice.
Join our upcoming 2-hour educational webinar and discover practical money strategies you can apply immediately to reduce insurance costs, improve investment outcomes, and optimise your retirement planning for greater financial freedom.
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Date: 24 June 2026 (Wednesday)
โฐ Time: 7:30 PM โ 9:30 PM
Registration link:
https://tinyurl.com/HWPMSWA2026
Speaker: Louis Koay, CFA, CFP
Louis Koay is the founder of Holistic Wealth Planners. He is a dual-licensed representative at Phillip Securities Pte Ltd. He is also a trainer at Dr Wealth. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. Louis is the creator and trainer of the Personal Finance Fundamental Course, and the co-trainer for Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and personal financial planning.
Hosted By Holistic Wealth Planners
As our name suggests, 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 clientsโ lifetime. We are a financial advisory team from Phillip Securities Pte Ltd. Our team has more than 60 advisors and we are collectively servicing more than 38,000 clients with over $680 million in assets under advisory.
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