Hi, I'm Benjamin!
Over the years, I have cultivated a deep expertise in finance, having led a team of finance professionals. During this time, I’ve groomed successful managers and achieved consistent results in areas such as retirement planning, wealth management, and income protection strategies. My team and I are dedicated to helping individuals secure their financial futures and navigate complex financial landscapes.
MY PROFESSIONAL SERVICES
Stocks & Shares
Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
General Insurance
With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
Securities Advisory Service
Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets
SMART Park
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
SMART Portfolio
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
GET IN TOUCH
PROMOTIONS
Phillip 50 ×...
What’s Your Investment Style?
Receive up to...
when you subscribe to LionGlobal Short Duration Bond Fund (Active ETF SGD...
Enjoy Share Financing...
Open a margin Account to enjoy exclusive financing rates*! Receive up to...
Introducing Phillip Prestige:...
Introducing Phillip Prestige - a premier wealth experience offering exclusive privileges, curated...
Pick Your Stock...
Open a Cash Plus Account with SMART Park opt-in can enjoy rewards...
Earn 6% p.a....
when you sign up for a Qualifying Life Insurance plan.