Phillip Wealth Advisory

Home
Singapore
Singapore
Phillip Wealth Advisory

Call Directions Website Contact the business

Come talk to us! Beyond stockbroking, we offer more than 2,000 Funds and partner with more than 35 Insurance Partners for your clients to benefit from.

Phillip Wealth Advisory is the wealth management and advisory arm of PhillipCapital, a highly regarded brand in Asia since 1975 with a global presence in 15 financial hubs. Since 1975, PhillipCapital has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals. PhillipCapital’s multi-licence advantage in Stockbroking, Financial Advisory and Fund Management gives you the opportunity to provide your clients with a wide array of services and products ~ 40,000 Financial Products and trade over 26 Exchanges. For fresh graduates and those new to industry, we offer a Fast Start Programme with a monthly allowance and comprehensive training for you to kickstart your entrepreneurial journey. For experienced practitioners, find out how PhillipCapital can further scale and sustain your business for the long haul. It does not matter what your background is. Turn your interest in trading / financial planning into an enterprising and fulfilling career. Mr Lim Hua Min, PhillipCapital’s Founding Chairman, advocates: “We must continue to play positive sum games, not for short term gains but for the long-haul benefit to our customers, our sales force and the company.”

30/10/2026

On 23 Oct 2026, our Financial Specialists joined Singlife at the Singlife Quarterly Jam held at its office. The invitation signified a celebration of the valued partnership between Singlife and PhillipCapital.

The event brought together industry professionals for an enjoyable afternoon of good food, meaningful networking and insightful discussions on what lies ahead for the industry. It also provided a platform to recognise our top achievers, who received certificates in recognition of their contributions towards making a positive difference in their clients’ financial journeys.

Ultimately, strong partnerships enable us to deliver more opportunities to bring relevant solutions and better support to our clients as they work towards their financial goals. Together, we remain committed to standing alongside our clients at every stage of their financial journey.

A big thank you to Singlife for hosting our Financial Specialists and for the continued collaboration. Here's to building stronger partnerships, celebrating more milestones and creating greater value together!

30/10/2026

The best travel plans include more than a list of places to visit. They also consider the “what ifs” along the way. ✈️

Choosing suitable travel insurance can help you travel with greater confidence, knowing you have support if the unexpected happens.
Because being prepared is always kinda chic.

💼 Find a specialist today.
Visit https://tinyurl.com/FindaSpecialist or scan the QR code.

29/10/2026

We’re halfway through our PhillipCapital Roadshow — have you dropped by yet?
Come meet our Financial Specialists and explore ways to take charge of your financial future.

Join us at Velocity @ Novena Square, Level 1 (near Unity), from now till 1 Nov, between 11am and 9pm daily. Don’t miss our roadshow-exclusive promotions* for a chance to win Cold Storage vouchers or exclusive POEMS merchandise!

See you there for fun, freebies, and finance!

*Terms & conditions apply.

29/10/2026

An investment tip appears in your group chat, with glowing testimonials and promises of high returns. How do you decide whether it’s worth considering?

In this podcast, Shanon Tang, Investment Specialist at PhillipCapital, discusses the risks of relying on investment recommendations shared through social media and messaging platforms. He highlights common warning signs, from claims of insider information to pressure to act quickly, and explains why independent research matters.

Shanon also shares what investors should consider when evaluating an opportunity, including company fundamentals, valuations and potential risks, and how Financial Specialists can help assess unsolicited investment ideas against their broader financial goals.

Listen to his insights with Lance Alexander on MONEY FM 89.3 ’s “Money and Me” podcast.

Listen to the podcast here:
https://omny.fm/shows/moneyfm-midday-show/money-and-me-can-you-trust-investment-advice-in-group-chats

Connect with Shanon at:
tinyurl.com/TTPshanontang

28/10/2026

You’ve planned how to save, invest and grow your wealth. But have you planned for who would manage your finances if you could no longer make decisions yourself?

In this podcast, Claudia Tan, Financial Services Director at PhillipCapital, discusses why planning for the loss of mental capacity should form part of a holistic wealth plan. She explores the different roles of a Lasting Power of Attorney (LPA), CPF nomination and will, as well as key considerations when choosing someone to act on your behalf and preparing them to manage your financial affairs.

Listen to her insights with Lance Alexander on MONEY FM 89.3 ’s “Money and Me” podcast.

Listen to the podcast here:
https://omny.fm/shows/moneyfm-midday-show/money-and-me-what-happens-to-your-money-if-you-lose-mental-capacity

Connect with Claudia Tan at
bit.ly/TTPclaudia

27/10/2026

When markets are driven by fear or excitement, it can be tempting to follow the crowd.

Taking a step back to assess an investment’s value and long-term potential can help you make more considered decisions. Going against the crowd requires research, patience and a clear understanding of the risks—not simply buying because prices have fallen.

Let us help you build an investment strategy guided by your goals and risk appetite.
💼 Find a specialist today.
https://tinyurl.com/FindaSpecialist

27/10/2026

We are thrilled to share that Phillip Securities, a member of PhillipCapital, has been named the joint winner of the Best Retail Broker Award at the SIAS Investors’ Choice Awards 2026! ⁠
⁠
Our Managing Director, Luke Lim, accepted the award at the ceremony, which was graced by Guest of Honour Mr Hong Tat Chee, Minister for National Development and Deputy Chairman of the Monetary Authority of Singapore, at Orchard Hotel Singapore’s Grand Ballroom on 21 Oct.⁠
⁠
This prestigious recognition by the Securities Investors Association (Singapore) highlights our ongoing commitment to providing high-quality service, robust research, and the tools retail investors need to make informed financial decisions.⁠
⁠
At Phillip Securities, we believe in making investing more accessible via a true phygital experience, combining seamless digital convenience with direct access at 11 Investor Centres,1000 Investment Specialists and research insights in Singapore. ⁠
⁠
As our Managing Director, Luke Lim, shared: "We are grateful for this recognition and for the trust our clients continue to place in us. As technology changes the way people invest, we see an opportunity to make investing more accessible while staying close to our clients and understanding what matters to them. Bringing these together is at the heart of how we serve our clients, and we look forward to supporting them and the next generation of investors in the years ahead."⁠
⁠
A huge thank you to our clients, partners, and the entire team at PhillipCapital for making this achievement possible. We look forward to continuing to innovate and support your investment journey!⁠
⁠
Hot off the press! Our Press Release issued today can be accessed at https://www.phillip.com.sg/sg/phillip-securities-named-joint-winner-of-best-retail-broker-award-at-sias-investors-choice-awards-2026/ ⁠

26/10/2026

Building wealth is an achievement. Preserving it and planning for its future takes foresight.

On 16 Oct 2026, we brought together our clients and clients of Savoir for “Trusts, Reconsidered”, an exclusive private client evening at Savoir, Raffles Hotel Singapore.

Beyond appreciating Savoir’s luxurious beds and the comfort wealth can bring today, the evening invited guests to consider how thoughtful planning can extend that care to loved ones and future generations.

Together with John from Phillip Trustee, we explored the importance of a comprehensive estate plan and the role trusts can play in safeguarding wealth and providing continuity for loved ones. The session also covered how financial and insurance strategies can complement these plans, supporting present needs and aspirations for future generations.

Thank you to Savoir, our speakers and valued guests for a meaningful evening.

Building wealth is only the beginning. What comes next matters just as much.

23/10/2026

Congratulations to our outstanding Investment Specialists for their remarkable achievements and exceptional client service in Q3 2026!

At PhillipCapital, we take pride in recognising the hard work, dedication, and excellence of our Investment Specialists.

We are expanding and hiring.
If our Achievers inspire you to develop your passion into a meaningful career, join us as the Winning Team today!

Find out more at tinyurl.com/PCapEntrep
or email [email protected]

14/10/2026

What’s your first career move?

On 9 Oct 2026, our Financial Specialists headed to SIM campus for “What’s Your First Career Move?”, a graduate programme workshop giving students a closer look at a career in financial advisory.

Through discussions on career aspirations, salary expectations and essential skills, students gained a better understanding of what it means to be a Financial Specialist. Jovan, Wealth Manager, and Grayson, Financial Services Manager, also shared their career experiences and insights into working in the field.

We hope the session gave students valuable insights into a career in financial advisory, as they connected with our Financial Specialists, asked questions and explored how the role might align with their interests and strengths.

Thank you to everyone who joined us!

Keen to explore a career with Phillip Wealth Advisory? We’d love to hear from you!

For more info or queries, email [email protected] or WhatsApp bit.ly/PWAWARecruitment

Address

2 Stamford Road, #06/01
Singapore
SINGAPORE178882

Telephone

+6565315431

Website

https://www.phillip.com.sg/entrepreneurship/

Alerts

Be the first to know and let us send you an email when Phillip Wealth Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.