Building Sustainable Monthly Income: Smart Financial Planning Strategies

Synopsis

In today’s uncertain market environment, many investors seek stable and predictable income streams. This seminar focuses on practical financial planning strategies to help you build a sustainable monthly income — whether for pre-retirement or retirement needs.

Join us for this seminar on 29 May, Friday at 3.00pm where Mr Wee Ming Jie, Relationship Manager at Phillip Securities, will explain how to construct a well-balanced portfolio that generates consistent income while preserving capital and supporting long-term growth. Gain insights into asset allocation across dividend stocks, REITs, income funds, and fixed-income instruments, and understand how to align your strategy with your risk profile and financial goals.

Through real-life examples, discover how to structure a monthly income plan that supports your lifestyle, supplements active income, or enables financial independence.

For enquiries, please call us at 6812 1544 email us at [email protected]

Speaker Profile

Mr. Wee Ming Jie, Relationship Manager, Phillip Securities Pte Ltd

Mr Wee Ming Jie, Relationship Manager at Phillip Investor Centre @Holland Drive, specialises in providing investment advisory services to retail clients, with a focus on building and managing unit trust portfolios to help them achieve their investment objectives. He joined Phillip Securities in 2017 and graduated from the University of London with an external honour’s degree in Economics and Finance.

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Host or Publisher Phillip Securities Pte Ltd