Record Highs, Rising Risks: A Smarter Way to Invest

The markets have never been more confusing.

Every week, you see new headlines. Interest rates shift. Markets hit record highs… then suddenly turn volatile.

And somewhere in the middle of all this, you might find yourself wondering:

“Should I invest now… or wait?”

“Am I already too late?”

“Is my portfolio even structured properly?”

You know you should be investing for the future. But managing a portfolio today isn’t simple. It requires constant monitoring, disciplined rebalancing, and the ability to stay calm through market swings. And if you’re busy with your career, family, and everything else life throws at you…it can feel overwhelming to keep up.

That’s why we created the HWP Jewel Portfolio.

In this seminar, you’ll discover how our team uses a systematic, evidence-based approach to construct and manage diversified portfolios for investors. And that's not all, our in-house investment committee reviews these portfolios monthly and provide you with constant updates.

If you're looking for a holistic investment portfolio managed by an experienced team, join us and find out:

💎 How the Jewel Portfolio is built and managed

💎 How the Jewel Portfolio can help you achieve growth or stability, and evolve along with your investment goals

💎 How we manage diversification, volatility, and rebalancing for you

💎 Whether this approach fits your long-term financial goals

If you’ve ever felt uncertain about how to invest or how to manage your portfolio in today’s changing market, register now:

Launch Seminar: HWP Jewel Portfolios

29 March 2026

10 am - 1 pm

Fullerton Office at 3 Fraser St, #09-28, DUO Tower, Singapore 189352

Fee: S$18 (Speak with your HWP advisor for fee waiver!)

Join us, and walk away with a clearer framework for how your investments could work harder for your future.

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 58 advisors and we are collectively servicing more than 38,000 clients with over $680 million in assets under advisory.

Speaker and Moderator: Louis Koay

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.

Speaker: Albert Ong

Albert Ong brings extensive institutional market finance experience to today’s discussion. He spent nearly a decade in investment banking, where he worked on corporate finance, M&A, and debt capital market transactions in Asia, before pivoting his career into personal wealth management in 2018. Now a Wealth Manager with HWP, he is now leading efforts to curate Investment Model Portfolios for HWP advisers and clients. Albert combines deep market insights with practical portfolio perspectives to help investors navigate changing market conditions and attain their personal financial goals.

Speaker: Geoffrey Yip, Business Development Manager, Fullerton Fund Management

Geoffrey is part of the Intermediaries team at Fullerton Fund Management and works with retail intermediaries in Singapore and the region, to market Fullerton’s product offerings and solutions. Geoffrey joined Fullerton in 2024. He was previously with Schroders and DWS over 3 years in Client Services, where he worked with Intermediary Sales Managers to assist in meetings and present to clients.Geoffrey holds a Bachelor of Commerce in Finance and Management from the University of Western Australia.

For the seminar disclaimer, please read

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

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