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 10 advisors and we are collectively servicing more than 3000 clients with over $40 million in assets under advisory. Holistic Wealth Planners have access to more than 40,000 financial products and solutions on our platform, allowing us to provide unbiased advice on the full suite of wealth protection and accumulation options available on the market. At Holistic Wealth Planners, we simplify complicated financial analysis and overwhelming product comparisons into easy- to-understand concepts to ensure our clients walk away from every appointment educated and not confused. Holistic wealth planning need not be Complicated wealth planning. Disclaimer & PDPA: https://tinyurl.com/HWPdisclaimerPDPA