[𝗟𝗶𝘃𝗲 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 – 𝗪𝗵𝗲𝗿𝗲 𝘁𝗼 𝗣𝗮𝗿𝗸 𝗬𝗼𝘂𝗿 𝗘𝘅𝗰𝗲𝘀𝘀 𝗙𝘂𝗻𝗱𝘀]
Let’s face it — we can no longer enjoy 3–4% risk-free returns from T-bills, fixed deposits, or SSBs. The latest T-bill yield is only 2.05%, and it may soon drop below 2%.
In this short and insightful session, discover how you can park your excess funds for potentially better returns — from low-risk to higher-risk options, tailored to different risk appetites.
Key Sharing Topics
Where to Park Your Short-Term Cash – Safe and liquid options to consider in a low interest rate environment.
Where to Allocate Your Long-Term Funds – How to balance safety, growth, and flexibility for longer horizons.
How to Achieve More Than 5% Returns – Strategies beyond T-bills and FDs, with varying levels of risk and diversification.
Where to Park Your Short-Term Cash – Safe and liquid options to consider in a low interest rate environment.Where to Allocate Your Long-Term Funds – How to balance safety, growth, and flexibility for longer horizons.How to Achieve More Than 5% Returns – Strategies beyond T-bills and FDs, with varying levels of risk and diversification.Bonus: A Peek into My Own Savings Strategy: Where I Park My Money
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 clients’ lifetime. We are a financial advisory team from Phillip Securities Pte Ltd. Our team has more than 45 advisors and we are collectively servicing more than 10,000 clients with over $500 million in assets under advisory.
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 clients’ lifetime. We are a financial advisory team from Phillip Securities Pte Ltd. Our team has more than 45 advisors and we are collectively servicing more than 10,000 clients with over $500 million in assets under advisory.
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.
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.
For the webinar disclaimer, please read
https://hwp.sg/disclaimer-pdpa/
https://hwp.sg/disclaimer-pdpa/