Top of the table
2020,2021
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Financial Consultant Singapore
About Me
Louis Koay is a dual-licensed representative at Phillip Securities. 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. He is currently managing a team of 10 advisors and servicing more than 2,500 clients with asset under advisory of more than $40 million.
- my achievements
Top Financial Advisory Consultant
(Money Market Fund)
2020,2021
Top Team Supervisor
(Unit Trust)
2020,2021
Top DualLicensed (FATR) Consultant
2017
From financial consulting to investment and insurance
My Services
Portfolio Review
Wealth Planning should be done holistically. Insurance, investment, retirement planning are all interdependent. Get a holistic portfolio review from Louis
POEMS Account Opening
Sign up POEMS account to get dedicated investment service from Louis. Receive timely market updates and get invitation to monthly market outlook webinar
Investment Advisory Account
No time to invest on your own? Setup advisory account with Louis to follow Global Model Portfolio by Louis
Insurance Planning
Insurance planning is the foundation of financial planning. Get a holistic and independent insurance review and planning from Louis
Advisory Account : 3-Model Portfolio
Global Investment Portfolio for growth
Target ~8% yearly return
Global Dividend Portfolio for passive income
Target 5% annualised dividend payout on monthly basis
Securities Advisory portfolio in stocks
Target to outperform STI ETF
Why you should setup this account
Show Track Record
follow Louis Model portfolio
35mil Assets Under Advisory
everything done for you
monthly personalised report with market commentary
skin in the game - Louis invest with his own money so you will never be left alone
Upcoming Webinars
Other Webinars
Other Webinars
Health is Wealth: Cancer Awareness Seminar
22nd June 2024
Money Strategies for Working Adults
9th Feb 2022
Optimise Your Retirement With CPF & SRS
26th October 2022
[Webinar] Mid-Year Market Review – What’s Next?
23rd July 2024
Multiple Passive Income for Retirement
9th June 2022
Retirement Calculator
Determine how much do you need for your retirement and how to achieve your retirement goal
Financial Review Template
For your regular financial review on cash flow, investment allocation and insurance analysis
Financial Freedom Calculator
To find out how you can achieve your financial freedom
Free SRS Calculator
To find out when is the most optimum age to start your Supplement Retirement Scheme (SRS) account
Career opportunities
Why You Should Join Me ?
- 3-months training programme
- Holistic approach – Dual-licenced advisor
- Established business model
- 1-on-1 coaching
- Ready made templates, presentation materials
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Holistic Financial Planning is Essential
testimonials
What People Say About Us
First time i come across a remiser that does webinar of the markets & investment analysis & sharing part of full of his investments, I think it's remarkable. Talk the walk & walk the talk! I believe you will do very well in future, only if you are stock! You definitely a promising stock that I will buy quite a bit!
Ben Lee
Group Member
Louis is very responsive to my queries about investments. He is resourceful and take the effort to explain the financials reasons why we should invest or not to invest in a stock. This help me to be more confident in my investment decision.
Gwen
Group Member
Louis is hones and hardworking. He is knowledgeable and very generous in sharing. A reliable person one can count on; very responsive at all times. Highly recommend him as your financial consultant.
Shiok Eng
Group Member
He is very knowledgeable and professional when handles our questions or issues. Plus he is willing to share his knowledge through our monthly meeting. Rarely we have such committed financial adviser or remisier able to do this months after months. This is very encouraging and useful for our members, as this sharing session will definitely take up a lot of time to prepare and update us. I can see tremendous amount of efforts he has put in every month to make sure we are well informed and educated. Great work done! Thank you very much, Louis for your sharing and great assistance! Really appreciate!
KC Chong
Group Member
Query promptly and professionally attended to. Daily update on the market summary. Inform us when is away and who to look for if in need. Great services provided. Keep it up!
Siang Ann
Group Member
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FAQs
What does a financial consultant do?
A financial consultant will work with you to get a complete picture of your assets, liabilities, income, and expenses. He will provide a detailed financial plan on how you can achieve your financial goals. Financial solutions will be provided to suit your financial needs. Insurance planning, investment planning, and retirement planning are often the key planning that a financial planner can work out for you.
Is financial planning necessary?
Everyone is required to do proper and holistic financial planning. As we may have multiple financial goals to achieve but always with limited capital or budget, we need to plan our finances properly to achieve all financial goals.
What is your financial planning framework?
I believe financial planning should be done holistically. Insurance, investment, and retirement planning are the three key pillars of planning. These three planning are all interdependent.
What is the typical financial planning process?
Typically, there will be three meetings for financial planning. The first meeting will be about understanding your financial goals, and collecting your financial data like your income, expenses, existing investment summary, and insurance summary. In the second meeting, I will provide my independent financial advice on how you can achieve your financial goals with the information provided. Financial solutions will be provided in the second meeting. The last meeting will be to adjust and execute the financial solutions.
Do you really need a financial advisor?
A financial advisor can help to provide holistic financial planning for you. Financial advisors specialize in providing financial advice. He/she will speak to you to understand your needs and cover the missing financial plan that you may not be able to discover by yourself. A financial advisor can also help to construct an investment portfolio for you and provide constant monitoring and rebalancing for your investment portfolio
Why do I need a holistic financial planner?
A holistic financial planner can help you to construct a holistic picture of your current financial situation. Having a holistic financial planner can help you to get detailed financial planning to achieve your multiple financial goals. You should do holistic planning before you commit to any financial products.
How much does a financial advisor cost in Singapore?
Financial planning is the initial process to engage with a financial advisor. The financial planning is complimentary. A financial planner will get the financial planning fee from the solutions that are provided to you or the investment advisory fee under his management. There is no extra cost for financial planning and this is why you should always do financial planning before getting into any financial products.
What type of experience, training, and qualifications do you have?
I am a Certified Financial Planner and Chartered Financial Analyst. I have done more than 1500 financial planning for my clients since 2015. I am advising more than 40 million assets under advisory. I have also trained more than 200 financial advisors in my company to provide financial planning. Every year, I have to attend more than 30 hours of training to keep myself updated on the current financial markets
Are you licensed by MAS?
Yes. I am a licensed financial advisor and use the Phillip Securities platform to execute financial advice. You can find my name on the MAS register of representatives here.
