Your First Step Into Multi-Asset Investing with POEMS

Taking your first step into the investment world can feel overwhelming, but it doesn't have to be. This foundational 1-hour session is designed specifically for new investors and retail clients with little to no prior experience. We will demystify core investment concepts, helping you transition from a saver to an investor by exploring how different asset classes—like stocks, bonds, and mutual funds—work together to build long-term wealth and secure your retirement.

Whether you are joining us in person or online, you will discover the power of stress-free strategies like Dollar-Cost Averaging (DCA) over the risky gamble of trying to "time the market." The session concludes with a practical, beginner-friendly live tour of the POEMS platform. You will leave with the confidence to navigate the interface, execute your first trade, and utilize real-time tools to kickstart your multi-asset investment journey.

Seminar Outline

• Introduction to Investing 101 & Funding Basics

• The Smart Approach: Regular Savings Plans vs. Timing the Market

• Navigating the POEMS Platform Interface

• Step-by-Step Guide: Trading & Order Execution

• Utilizing Real-Time Market Data & Mobile Trading

For enquiries, please contact us at 6812 1585 or email to [email protected].

Speaker Profile:
Mr Teo Huan Zi, Dealing Manager, Phillip Securities Pte Ltd
Mr Teo Huan Zi graduated from Nanyang Technological University (NTU) in 2014 with a Bachelor’s degree in Business, majoring in Banking and Finance. He currently serves as a dealing manager with a team of more than 10 equity specialists. Additionally, he frequently conducts seminars and webinars to empower his clients with financial and investment knowledge, including fundamental analysis and technical analysis.