The Advisory Practice

25/03/2025

Join us tomorrow evening for an informative sharing on managing your career and finances in a shaky work environment.

Job uncertainties are on the rise — are you financially prepared? Join us on the first ever episode this 2025, of our "Ask Me Anything" Webinar series on 26 Mar, Wed at 8pm where our Financial Specialists Alvin, Jason and Giselle, share strategies on building financial resilience, emergency funds,...

22/03/2025

Proud to have Sophia on our team! Drop her a note if you are looking for a dedicated adviser!

05/03/2025

Another trusted adviser from the TAP team. Learn the opportunities available, and build on the strengths of ladies. Girl power!

Studies show that many women hesitate to invest due to a lack of confidence, fear of risk, or intimidation by financial jargon. But taking control of your financial future starts with a single step! This International Women’s Day, learn more about how women can take charge, build wealth, and invest with confidence.

Read to find out: https://www.poems.com.sg/market-journal/how-women-can-build-wealth-together/

Author:
Sophia Tan
Wealth Manager, Phillip Securities Pte Ltd
bit.ly/TTPsophiatansh

24/02/2025

One of our treasured team mates, Jess. Look for her if you want a dedicated, honest adviser.

04/02/2025

How can we protect our wallets during the festive season while still enjoying the celebrations? Is it wise to dip into our bonuses to fund the festivities?

Dhanesh Sharma, Financial Services Manager at Phillip Wealth Advisory, shares his tips with Howie Lim on The Business Times Podcast.

Listen to the podcast here:
https://open.spotify.com/episode/1sFrmCHSjmKvfY79RhABuT?si=d880d38985424e8e

Connect with Dhanesh Sharma at bit.ly/TTPdhanesh

For more info or queries, visit www.phillip.com.sg or email [email protected]

07/12/2024

Sophia, a key member of the TAP team, shares her experience working with millennials and Gen Zs in this podcast. Tune in for fresh insights!

It’s increasingly common for Millennials and Gen Z to take on a second job, often in a field distinct from their primary career.

In this interview, Sophia Tan, Wealth Manager at Phillip Wealth Advisory, shares her insights on why side hustles have become almost a necessity and whether deeper financial issues might be driving this trend.

Listen to her insights on CNA93.8’s “Daily Cuts” podcast here: https://www.channelnewsasia.com/listen/daily-cuts/why-millennials-gen-zs-need-side-hustles-meet-their-savings-goals-4783246

Connect with Sophia at bit.ly/TTPsophiatansh

For more info or queries, visit www.phillip.com.sg or email [email protected]

20/11/2024

Proud to have another TAP member, Sophia Tan, to share with us the opportunities to grow your wealth using your SRS funds.

Join us!!!

Curious about unlocking the full potential of your Supplementary Retirement Scheme (SRS)? Join us on the latest episode of our "Ask Me Anything" Webinar series on 21 Nov, Thu at 8pm where our Financial Specialists Sophia Tan & Ho Kah Wei, together with Darius Foo from Lion Global Investors, share in...