My prior experience in advisory work and team building has nurtured me into a bridge to connect talents and partners to Phillip Wealth Advisory. By understanding the evolving consumer environment and what our representatives require, it has enabled us constantly improve our support and platform to both our consumers and advisers, creating an impactful transformation of service excellence.
MY PROFESSIONAL SERVICES
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Protect yourself while being able to provide a sum of money when the policy matures
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
Million Dollar Round Table (MDRT) (2018)
GET IN TOUCH
Joshua is very experienced and knows how to solve complex issues. He also gets things done.
Chan Li Wei
Appreciate Joshua for being sensitive to our family’s needs while being very professional in providing his services. He’s someone with vision and creativity.
Excellent service and responsible adviser. Never failed me and always up to date.
When I thought my existing adviser was the best…but till I meet Joshua. He has been very helpful and prompt in attending to my requests even though I am not getting any policy from him yet. He always place his clients’’ interest above his and gives good advice.