Phillip Wealth Advisory

10/06/2026

What started as curiosity became a career path Emmerine Wee has never looked back on.

As a Student Financial Specialist at Phillip Wealth Advisory, Emmerine entered the industry wanting to better understand the profession for herself — and whether she could genuinely make a difference for clients.

Two years on, the experience has given her valuable insights, meaningful connections, and a new perspective on the impact the role can have.

🎥 Watch the full video at:
https://youtu.be/cz1LTr3ZK3c

Start your journey with us today:
tinyurl.com/PCapEntrep

Connect with Emmerine Wee:
https://bit.ly/emmerinewee

08/06/2026

More Singaporeans are setting the goal of retiring by 40. But how much do they think they need to make it happen?

In this podcast, Elijah Lee, Senior Financial Services Manager at PhillipCapital, discusses new findings from the CIMB InsureXpo 2026, and what they reveal about Singaporean’s retirement expectations.

Listen to his insights with Martin on 89.3’s “Money and Me” podcast.

Listen to the podcast here: https://omny.fm/shows/moneyfm-midday-show/money-and-me-more-singaporeans-want-to-retire-by-40-how-much-do-they-say-they-need

Connect with Elijah Lee at bit.ly/TTPelijah

05/06/2026

Most people associate annuities with retirement. But what if they could start providing a stream of income as early as your 40s?

In this podcast, Elijah Lee, Senior Financial Services Manager at Phillip Wealth Advisory, shares how to determine whether investing in an annuity is a smart financial move, what determines your monthly payouts, and how it compares with alternatives such as REITs, ETFs and SRS top-ups.

Listen to his insights with Martin on 89.3’s “Money and Me” podcast.

Listen to the podcast here: https://omny.fm/shows/moneyfm-midday-show/money-and-me-his-annuity-pays-him-for-life-from-42-and-he-started-paying-it-at-37

Connect with Elijah Lee at bit.ly/TTPelijah

03/06/2026

As a Student Financial Specialist at Phillip Wealth Advisory, Lim Zeyu has learnt that every client brings a different story — and that’s what keeps the journey exciting.

Starting part-time while in university, Zeyu gained hands-on experience working with real clients, while learning how to build trust, communicate confidently, and balance multiple responsibilities at once.

Hear how he balanced university life with client responsibilities, what motivated him to begin his journey early, and the lessons he has learnt along the way.

🎥 Watch the full video at:
https://youtu.be/cz1LTr3ZK3c

Start your journey with us today:
tinyurl.com/PCapEntrep

Connect with Lim Zeyu:
http://bit.ly/TTPlimzeyu

29/05/2026

How can you build a more secure retirement income while preparing for rising healthcare costs?

In Part 2 of this podcast, Elijah Lee, Senior Financial Services Manager at Phillip Wealth Advisory, shifts the focus to the “how” — exploring practical ways to begin your annuity journey and build a more secure retirement.

Listen to his insights with Martin on 89.3’s “Live Well With Michelle” podcast.

Listen to the podcast here:
https://omny.fm/shows/moneyfm-midday-show/live-well-with-michelle-your-guide-to-an-income-for-life

Connect with Elijah Lee at bit.ly/TTPelijah

26/05/2026

From humanoid robots to smart industrial automation, robotics is advancing faster than ever.

In this SGX Market Movers feature, Marcus Toh, Principal Investment Specialist at Phillip Securities Singapore, shares his views on UBTech Robotics and why the company is emerging as a notable player in the global humanoid robotics space.

Read his insights on SGX Stock Exchange here:
https://bit.ly/3RRe2rd

Connect with Marcus Toh at bit.ly/TTP-MarcusToh

26/05/2026

26/05/2026

✨ Phillip GALA Awards Night 2026 — Part 2

Relive some of the unforgettable moments from “New Vintages: Aged Wisdom, Fresh Vision” through our official event highlights video.

From celebrating our 2025 Top Achievers and MDRT qualifiers, to the laughter, conversations, performances, and special moments shared throughout the evening, Phillip GALA 2026 was truly a night to remember.

Thank you once again to our Financial Specialists, valued business partners, and guests for being part of this meaningful celebration.

Most importantly, we remain grateful to our clients for your continued trust and confidence in PhillipCapital and our representatives. Your support continues to inspire us to serve with dedication, care, and professionalism for generations to come.

26/05/2026

✨ On 21 May, our annual Phillip GALA Awards Night 2026 at Parkroyal on Beach Road brought together our Financial Specialists, partners, and guests for a memorable evening of celebration, recognition, and gratitude.

With this year’s theme, “New Vintages: Aged Wisdom, Fresh Vision”, we honoured the achievements of our 2025 Top Achievers and MDRT qualifiers, celebrating the experience, dedication, and vision that continue to drive our business forward.

Congratulations to all our Award Winners for your hard work, resilience, and commitment to serving your clients and their families. Your passion and perseverance continue to inspire us.

A heartfelt thank you as well to our valued business partners for your continued trust and support throughout the journey.

Most importantly, we thank our clients for placing their trust and confidence in PhillipCapital and our Financial Specialists. Your continued support enables us to grow together and continue serving generations of clients with care, professionalism, and commitment.

Stay tuned for Part 2 of our post where we’ll be sharing more highlights and unforgettable moments from this milestone event

22/05/2026

Is “buying the dip” still the right strategy in today’s market?
In “The Business Times Podcast with Howie Lim”, Yee Shen Hao, Financial Services Manager at Phillip Wealth Advisory, shares why investors should be more selective when approaching market pullbacks in today’s higher-volatility, higher-interest-rate environment.

Listen to the podcast here:
https://omny.fm/shows/money-hacks-1/risk-reset-differentiating-a-flash-sale-from-a-fundamental-flaw

Connect with Yee Shen Hao at bit.ly/shenhao