[𝗦𝗲𝗺𝗶𝗻𝗮𝗿: Record Highs, Rising Risks: A Smarter Way to Invest]
The markets have never been more confusing 😵💫
Every week, you see new headlines.
Interest rates shift.
Markets hit record highs… then suddenly turn volatile.
And somewhere in the middle of all this, you might find yourself wondering:
“Should I invest now… or wait?”
“Am I already too late?”
“Is my portfolio even structured properly?”
You know you should be investing for the future.
But managing a portfolio today isn’t simple.
It requires constant monitoring, disciplined rebalancing, and the ability to stay calm through market swings.
And if you’re busy with your career, family, and everything else life throws at you…it can feel overwhelming to keep up.
💎That’s why we created the HWP Jewel Portfolio💎
These diversified portfolios are curated by employing a systematic, evidence-based approach. And that’s not all, our in-house investment committee reviews these portfolios monthly and provides you with constant updates.
If you’re looking for a holistic investment portfolio managed by an experienced team, join us and find out:
💎 How the Jewel Portfolio is built and managed
💎 How the Jewel Portfolio can help you achieve growth or stability, and evolve along with your investment goals
💎 How we manage diversification, volatility, and rebalancing for you
💎 Whether this approach fits your long-term financial goals
If you’ve ever felt uncertain about how to invest or how to manage your portfolio in today’s changing market, register now:
Launch Seminar: HWP Jewel Portfolios
📅29 March 2026
⌚10 am – 1 pm
📍Fullerton Office at 3 Fraser St, #09-28, DUO Tower, Singapore 189352
🎫Register now: https://tinyurl.com/HWPJewelLaunch
Fee: S$18 (Speak with your HWP advisor for fee waiver!)
Join us, and walk away with a clearer framework for how your investments could work harder for your future.
Hosted by Holistic Wealth Planners
We are a team of financial advisors with a planning philosophy focused on wealth protection, wealth accumulation, and wealth distribution. We believe that each of these factors should work in tandem throughout our clients’ lifetime financial journey. As a financial advisory team from Phillip Security Pte Ltd, our team comprises more than 42 advisors and collectively services more than 7,800 clients with over $500 million in assets.
About the Speakers:
👨💼Louis Koay is the founder of Holistic Wealth Planners. He is a dual-licensed representative at Phillip Securities Pte Ltd. With his extensive experience in holistic financial planning and investing, Louis Koay focuses on practical, actionable strategies that achieve financial goals.
👨💼Albert Ong brings extensive institutional market finance experience to today’s discussion. A Wealth Manager with HWP, he is leading efforts to curate Investment Model Portfolios for HWP advisers and clients. Albert combines deep market insights with practical portfolio perspectives to help investors navigate changing market conditions and attain their personal financial goals.
👨💼Geoffrey Yip works with retail intermediaries in Singapore and the region. He brings with him over 3 years in Client Services at Schroders and DWS, where he worked with Intermediary Sales Managers to assist in meetings and present to clients.
Disclaimer & PDPA: