Lucy Halim

Financial Services Director

MAS Rep No: LHX100082093

Languages: English, Mandarin, Bahasa

Industry Experience: 22 years

lucyhalim@phillip.com.sg

ABOUT ME

With over 20 years’ experience as a financial adviser in Singapore, providing you wealth management along with advisory products and services to complement one another. Specialises in financial planning / wealth planning, investments, insurance, retirement planning and legacy planning.

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

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

TESTIMONIALS

Lucy and team were fantastic. They took the time to understand our family needs and then provided us with several options that ensured all needs were met. The ongoing communication and quality of service is superb and at a level rarely seen or experienced these days in the finance industry.

Andri Koentjoro & Levina Paramosa

Client

Jun 2021