Interest rates are coming down, the stock market is volatile, medical insurance premiums are rising, and the economy isn’t doing well. So how can we make our money work harder for us? In this upcoming webinar, we’ll dive into practical money strategies that you can apply immediately to reduce your insurance costs, increase your investment returns, and optimise your retirement plan to retire earlier.

Key topics include:
 Fixed deposits, T-bills, and savings accounts are giving lower interest — where else can you park your money?
 Medical insurance premiums keep rising — what are the alternatives?
 How to grow your investments using dollar-cost averaging in a high-performing global equity fund
 How to respond to current market volatility and stabilise your investment portfolio
 How to optimise your retirement plan using CPF to achieve early retirement

Don’t get overwhelmed by the massive amount of online information. Attend this upcoming 2-hour webinar: “Money Strategies for Working Adults” to learn systematic, structured, and holistic methods of managing your money better.

Note: This is a purely educational webinar. No product selling, and not a preview for any high-ticket workshops.

Date: 20th May 2025
Time: 7:30 PM – 9:30 PM
Registration link:
https://tinyurl.com/MSWALouisMay25

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 45 advisors and we are collectively servicing more than 7,800 clients with over $500 million in assets under advisory.

Speaker: Louis Koay, CFA, CFP
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.

For the webinar disclaimer, please read
https://hwp.sg/disclaimer-pdpa/