Louis Koay Financial Centre

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Louis Koay Financial Centre Financial Services and Financial Education by Louis Koay Louis Koay, CFA, CFP
Louis Koay is a dual-licensed representative at Phillip Securities Pte Ltd.

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. He is currently managing a team of 10 advisors and servicing more than 2,000 clients with asset under advisory of more than $40 million. As a trainer at Dr Wealth, Louis developed the Personal Finance Mastery Course and he is a key trainer in the Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and on personal financial planning. More about Louis:
https://www.drwealth.com/hi-i-am-louis-and-this-is-my-story/

https://www.drwealth.com/5-years-ago-i-started-from-scratch-now-i-have-20m-assets-under-advisory/

04/11/2026

📉 Where’s the value after October’s sell-off?

US tech shares fell as investors questioned when heavy spending would pay off. China had a tough month, and Singapore banks pulled back too. Has the dip made our local banks more attractive?

In my November Market Update, I look at what drove the sell-off, why US Treasury yields fell as expectations for rate hikes eased, and what I’m watching in Singapore bank valuations.

▶️ Watch the recording below. Would you buy US tech stocks, China stocks, or Singapore banks at these levels or wait for a better entry?

03/11/2026
16/10/2026
06/10/2026

📊 October Market Update: Higher Yields, AI Growth & Asia Opportunities

Markets continue to move quickly. In this month’s update, I cover:

🔹 Higher Bond Yields — Is this a good opportunity to lock in attractive income?

🔹 AI Growth Continues — Will safety concerns slow down the AI investment story?

🔹 China Market Pullback — What caused the recent weakness, and where could opportunities emerge?

🔹 Singapore Remains Resilient — Can dividends, stability and the EQDP programme continue to support our market?

🎥 Watch my latest monthly market update for a simple overview of what investors should be paying attention to this month.

More than 10 years ago, I left my stable engineering job to join financial advisory. Having learned the hard way what ha...
12/09/2026

More than 10 years ago, I left my stable engineering job to join financial advisory. Having learned the hard way what happens when you invest without understanding, I wanted to help others make better financial decisions.

Recently, we opened a small shopfront in Jurong East. I hope to build it into a “financial clinic”.

We go for health check-ups. But how often do we check our financial health?

Today, AI can answer many questions. But just like seeing a doctor, having someone understand your situation and ask the right questions still matters.

Diagnosis first, solution later.

I’ve shared more about my journey and the idea behind our financial clinic in the article below.

I never imagined I would one day open a neighbourhood shop. Yet, after months of planning, here I am with Phillip Investor Centre Lite in Jurong East, run by my Holistic Wealth Planners team. The space is small, but the purpose is deeply personal. I believe holistic wealth planning should be within....

07/09/2026

📊 Market Update — Higher Yields, Narrower Leadership, Selective Opportunities

Markets are changing again. Here are 3 key themes investors should be watching:

📈 Higher yields are back — but this isn’t 2022–2023
Rates may stay elevated, while the traditional stock-bond relationship remains challenged.

🤖 Market leadership is narrowing — AI still leads
Fewer stocks are outperforming. China remains in consolidation mode, but AI continues to stand out as a key structural growth theme.

🏢 S-REITs are looking more interesting
The yield spread between S-REITs and Singapore banks is now at a multi-year high, creating a potentially more attractive relative income opportunity.

Watch the recording as I break down these 3 market themes and share what I’m watching next.

Address

#06-00 250 North Bridge Road
Singapore
179101

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