Holistic Financial Planning is Essential
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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.

Top of the table

2020,2021

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

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Global Investment Portfolio for growth

Target ~8% yearly return

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Global Dividend Portfolio for passive income

Target 5% annualised dividend payout on monthly basis

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Securities Advisory portfolio in stocks

Target to outperform STI ETF

Why you should setup this account

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Show Track Record

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follow Louis Model portfolio

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35mil Assets Under Advisory

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everything done for you

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monthly personalised report with market commentary

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skin in the game - Louis invest with his own money so you will never be left alone

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Retirement Calculator

Determine how much do you need for your retirement and how to achieve your retirement goal

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Financial Review Template

For your regular financial review on cash flow, investment allocation and insurance analysis

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Financial Freedom Calculator

To find out how you can achieve your financial freedom

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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 ?

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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

FAQs

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.

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. 

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.

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.

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

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.

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.

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

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.

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