From Zero to Advisor: A Proven Game Plan To Help You Succeed

But here’s the real question…

Can you actually succeed in it?

Because most people don’t hesitate because of the opportunity —

They hesitate because of the doubts:

❓ “What if I’m not good at selling?”

❓ “Where do I even get leads from?”

❓ “What if I try… and fail?”

The truth is, this industry rewards those with the right system — not just talent.

At HWP, we’ve built a structured, repeatable process that removes the guesswork.

Over the past 3 years, we’ve grown our team from 10 to 50+. And that's not all. In 2025 alone, 95% of HWP FAs saw growth in their total income, just by relying on our proven process.

🎯 Join Our Career Seminar🎯

In this session, you’ll discover:

🔹 The step-by-step roadmap we use to help new advisors get started

🔹 How we train and support both fresh graduates and mid-career switchers

🔹 Real success stories from people who started with zero experience

🔹 My personal journey — from career switch to building a growing team

🔹 The truth about this industry — what works, what doesn’t, and what to expect

👥 This seminar is for you if you are:

* A fresh graduate looking for a strong start

* Considering a career switch into something more rewarding

* Curious if financial advisory is the right fit for you

📅 12 May 2026

🕑 7 PM – 9 PM

📍 Raffles City Tower. #06-00 250 North Bridge Road Singapore 179101

Hosted By Holistic Wealth Planners

As our name suggests, Holistic Wealth Planners is a team of financial advisors whose planning philosophy encompasses wealth protection, wealth accumulation and wealth distribution, not as separate categories but as an integral process of the overall financial journey throughout our clients' lifetime. We are a financial advisory team from Phillip Securities Pte Ltd. Our team has more than 59 advisors and we are collectively servicing more than 38,000 clients with over $680 million in assets under advisory.

Speaker: Louis Koay, CFA, CFP from Holistic Wealth Planners

Louis Koay is the founder of Holistic Wealth Planners. He is a dual-licensed representative at Phillip Securities Pte Ltd. He is also a trainer at Dr Wealth. 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. Louis is the creator and trainer of the Personal Finance Fundamental Course, and the co-trainer for Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and personal financial planning.

For the seminar disclaimer, please read

https://hwp.sg/disclaimer-pdpa/

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Host or Publisher Holistic Wealth Planners