Phillip Wealth Advisory

Phillip Wealth Advisory 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-l

icence 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.”

04/09/2026

At the SMU FinTech Networking Night 2026, we invited Aizat, Wealth Manager from Phillip Wealth Advisory, to ask students: “What’s one thing AI will never replace in the workplace?”

From human connection and empathy to creativity and critical thinking, their responses offered different perspectives on the qualities that will continue to matter, even as technology changes the way we work.

Watch the highlights to hear what they had to say!

What’s one thing you think AI will never replace in the workplace? Share your thoughts in the comments.

Missed the event but keen to explore a career with PhillipCapital? We’d love to hear from you!

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

As Singaporeans live longer, could underestimating our lifespan put our retirement plans at risk?In this Straits Times a...
04/09/2026

As Singaporeans live longer, could underestimating our lifespan put our retirement plans at risk?

In this Straits Times article, Elijah Lee, Senior Financial Services Manager at PhillipCapital, highlights why retirement planning needs to account for a longer lifespan, especially when there may be little room for financial mistakes or time to rebuild.

The Straits Times subscribers can read this article from:
https://www.straitstimes.com/business/as-singaporeans-live-longer-can-their-retirement-savings-and-investments-keep-pace

Connect with Elijah Lee at
bit.ly/TTPelijah

Thank you to everyone who joined us at the SMU FinTech Networking Night 2026 on 1 Sep 2026!It was an evening of meaningf...
03/09/2026

Thank you to everyone who joined us at the SMU FinTech Networking Night 2026 on 1 Sep 2026!

It was an evening of meaningful conversations and new connections, bringing together tertiary students, industry professionals and members of the FinTech community to exchange perspectives on the future of financial services and the opportunities ahead.

Adding to the evening’s conversations, Seh Huan Kiat from Symphony Digital Assets, a member of the PhillipCapital Group, participated in the fireside chat, “The New Rules of Wealth: AI, Digital Assets and the Future of Investing”. He shared his perspectives on how emerging technologies and digital assets are shaping the evolving investment landscape and influencing the way we think about wealth.

Throughout the evening, we also had the opportunity to meet many students at our booth, where we shared more about the industry and the career opportunities available with us.

Missed the event but keen to explore a career with PhillipCapital? We’d love to hear from you!

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

AI remains a major investment theme, but what other long-term opportunities could investors be overlooking?In this podca...
02/09/2026

AI remains a major investment theme, but what other long-term opportunities could investors be overlooking?

In this podcast, Shanon Tang, Investment Specialist at PhillipCapital, explores healthcare innovation and electrification as potential long-term themes, and what investors should consider when assessing their growth prospects and valuations.

Listen to his insights with Michelle Martin 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-beyond-ai-are-healthcare-and-electrification-the-next-big-investment-opportunities

Connect with Shanon Tang at
tinyurl.com/TTPshanontang

More Singaporeans are reaching their CPF retirement targets, but is that enough to afford the retirement they actually w...
01/09/2026

More Singaporeans are reaching their CPF retirement targets, but is that enough to afford the retirement they actually want?

In this podcast, Elijah Lee, Senior Financial Services Manager at Phillip Securities, discusses how to identify potential gaps between CPF LIFE and your desired retirement income, including the cost of long-term care and where you may choose to live as you age.

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-can-you-afford-the-retirement-you-actually-want

Connect with Elijah Lee at
bit.ly/TTPelijah

Join us at the PhillipCapital Roadshow at Jurong Point (in front of SK Jewellery) from 21 - 27 Sep!11am–9pm dailyCome me...
01/09/2026

Join us at the PhillipCapital Roadshow at Jurong Point (in front of SK Jewellery) from 21 - 27 Sep!

11am–9pm daily

Come meet our Financial Specialists and discover how you can take charge of your financial future.

Plus, don’t miss out on our roadshow-exclusive promotions* where you stand to win FairPrice vouchers!

See you there for fun, freebies, and finance!
*Terms & conditions apply.

Budgeting isn't about restricting your spending. It's about making intentional decisions with your money so every dollar...
28/08/2026

Budgeting isn't about restricting your spending. It's about making intentional decisions with your money so every dollar supports the future you're working towards.

Let us help you create a budget that gives every dollar a purpose.

💼 Find a specialist today.
https://tinyurl.com/FindaSpecialist or scan the QR code in our second picture.

The SMU FinTech Networking Night 2026 is just a few days away!As technology continues to reshape financial services, the...
27/08/2026

The SMU FinTech Networking Night 2026 is just a few days away!

As technology continues to reshape financial services, the skills needed to thrive in FinTech are evolving too.

Join us on 1 Sep 2026, from 6pm to 9pm at SMU, where industry professionals will come together to discuss ‘Building the Future FinTech Workforce’ — from the impact of AI to the roles, skills and mindsets that will matter in the years ahead.

Beyond the panel discussion, take the opportunity to meet and connect with the PhillipCapital team, learn more about the financial services industry and explore the career opportunities available with us.

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

For event details, visit:
https://luma.com/0gquhyag

See you there!

We’re proud to feature Christina Lim from Phillip Wealth Advisory, who has received amazing feedback from our valued cli...
25/08/2026

We’re proud to feature Christina Lim from Phillip Wealth Advisory, who has received amazing feedback from our valued clients!

Christina is recognised for her patience, professionalism, and genuine care for her clients. By taking the time to understand their needs, explain policies clearly, and respond promptly to their queries, she ensures they feel well-informed and supported throughout their financial journey.

At Phillip Wealth Advisory, we’re committed to providing excellent service tailored to your financial journey. Thank you to our clients for trusting us, and congrats to Christina for delivering such exceptional support! 👏

Connect with Christina Lim at bit.ly/TTPchristinalelim

If you've had a great experience with us, we’d love to hear from you too! Leave us a Google review: tinyurl.com/PWAReviewUs

24/08/2026

What’s one investing rule you personally live by?

At PhillipCapital INVESTIFY 2026 on 18 Aug 2026, we turned the question to our Financial Specialists to find out the principles that shape how they personally approach investing.

Between insightful sessions and conversations with industry partners, the day was also a chance to exchange perspectives, learn from one another and stay connected to an evolving investment landscape.

Catch the highlights from INVESTIFY 2026 and hear what our reps had to say!

Address

2 Stamford Road, #06/01
Singapore
SINGAPORE178882

Telephone

+6565315431

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