Steward Thum

Steward has been my financial advisor for over 3 years and a mentor to me for nearly 6 years. He lives and breathes financial planning and gives incredibly insightful advice to all of his clients. He is a very genuine and trustworthy professional. With his years of unparalleled knowledge and wealth of experience, I would not hesitate to recommend him to anyone seeking financial advice.

Danny Teo, Business Owner, Serial Entrepreneur

Client

Dec 2022

Steward has been my financial advisor for almost 15 years. He takes the time and effort to understand my situation and goals and make suitable recommendations. As my situation changes, he adjusts and rearranges my plan through constructive discussions. I appreciate that Steward gives reasons for each recommendation and points out the potential impact. This helps me make sound financial decisions in life.

Khu J V, Senior Pharmacist, Woodlands Hospital

Client

Dec 2022

I trusted Steward to manage my assets in Singapore and Australia for almost 15 years. He has been with me through the crests and troughs of my business. I have seen him evolve in client service and depth of investment knowledge, from being a single professional to a team serving his clients. I look forward to the next 10 years as we plan to achieve my financial independence and retirement.

See C F, Managing Manager, Resonance

Client

Nov 2022

Steward has managed my financial portfolio for more than a decade. He is as truly dedicated, meticulous and knowledgeable an advisor (leader) as one could ask for. His positive attitude despite the immense pressures and challenging climate is refreshing in his industry. I look forward to working with Steward and his team at PhillipCapital because of his strong investment and financial acumen.

Ng K K, General Manager, The Binding Site

Client

Nov 2022

I was skeptical when I first met Steward because I had had bad experiences with many financial advisors in the past. I took time to understand his values, visited his office, and then trusted him with my finances piece by piece. From reevaluating my real estate to restructuring my stock and mutual fund portfolios to reviewing my insurance portfolio, I trusted him with all of my assets and wealth That was more than 10 years ago now, and I appreciate Steward's professionalism, active listening, and deep understanding of the economy, which he uses to give me accurate investment and financial recommendations.

Cecilia Yeoh, Senior Manager

Client

Nov 2022

Steward has been my financial advisor for more than 15 years. I appreciate his commitment to comparing and offering the best financial products available to his clients. As an avid investor, I am impressed with his understanding of macroeconomics that has grown over the years, the reinforcement of his investment philosophy, and his humility to learn and grow when it comes to investing. His willingness to invest his resources in research, build a dedicated team to serve clients, and work on an independent platform is very reassuring to me as a client.

Thum X J, Lead Engineer, Intecsea, subsidiary of Worley Parsons Australia

Client

Oct 2022

Steward was recommended to me by a colleague 9 years ago. He is someone very knowledgeable about investments and financial planning. He is very conscientious about keeping us informed about the market outlook and closely following the strategies to be implemented. I have worked in several countries over the years, and Steward took the time to meet with me to discuss and review my financial situation. He is a good listener, who knew my family and work situation to give me the best advice. With his good work ethic and professionalism, he is highly recommended.

Tan C Y, Contract Manager, FMC Technologies

Client

Oct 2022

As a young client just beginning to plan my own finances, Steward educates me on the importance of having a comprehensive financial plan for life, the threat of inflation and thus the importance of investing, and the responsibility I have to my loved ones and friends. I am impressed with his knowledge, experience and passion for wealth building. I would highly recommend him to people around me.

Wong S R, Senior Staff Nurse, Khoo Teck Puat Hospital

Client

Sep 2022

Steward has been our family’s financial planner and investment advisor for about 15 years. We have benefitted from simple insurance planning, to planning our children education fund, detailed plannings of our property purchases, to the range of property value to purchase so as not to affect our retirement planning. His willingness to remain independent and unbiased when it comes to selecting instruments has helped us achieve better instruments and therefore better cash flow. We are also impressed with his growth in terms of macroeconomy and investment research, his good understanding of market cycles gives us good forecast and investment advice. As busy professionals, we appreciate much of what he has delivered as well as his prompt and professional client service.

Dr & Mrs Wong S W, Consultant Cardiologist, Tan Tock Seng Hosp

Client

Sep 2022

I have known Steward for almost 2 decades, he is a person I can trust with my investment and protection needs. He understands my investment needs, recommends what fits my goals, and takes care of the insurance coverage for me by doing detailed planning and understanding my affordability and lifestyle needs. Steward is definitely a trusted professional that I would recommend.

Joyee Tang, Financial Controller, Dickson Group

Client

Aug 2022

Steward was recommended by my friend when I was looking for an investment advisor 5 years ago. I did not know what to expect at our first meeting, but after an initial conversation, I found him to be a very knowledgeable and competent person. He is patient, listens to my needs and proactively asks clarifying questions. He provides objective analysis and feedback when decisions need to be made. This makes me feel good that he is putting the customer's needs and well-being first and not just pitching products and services to close a sale. He is trustworthy, reliable and communicates well, readily responding to my questions via text message. I would like to say a big thank you for the advice and services provided.

Sharon Ng, Regional Director, Estee Lauder

Client

Aug 2022

As my financial planner for a decade, Steward stands out from other financial advisors by exhibiting his professionalism by in-depth analysis of the economy and market situation, and bold to provide advice accordingly to help me grow my assets. Importantly, he listens attentively to my financial goals and recommend necessary strategic steps towards fulfilling my dreams and goals.

Chua B K, Senior Manager, Dyna-Mac Engineering

Client

Aug 2022

Steward has been my financial advisor since 2020. Despite this relatively short period, I've learnt a ton from his expertise in finance and asset management. His deep and astute macroeconomic and equity research skills enabled him to spot numerous high-return trends early on, which he freely shared with his clients. This sharing also helped me to achieve substantial returns in a short period of time. In addition, his candid and approachable personality, as well as his many years of experience in wealth management, make Steward a highly recommended asset manager cum financial advisor for anyone looking to invest their money.

Dr Cedric Lee, Senior Engineer, DSO National Laboratories

Client

Aug 2022

I am glad to have Steward as my financial advisor. He listens attentively to my needs, plans comprehensively, and recommends that I implement what is necessary. I feel that he knows what I want. Together with his team, he has provided me with professional and timely service. His investment recommendations are bold and objective, and are supported by a great deal of research and analysis. The human touch that he brings to each of our interactions is something I value greatly. I would definitely recommend him to my other friends.

Jon Tan, Counsellor

Client

Aug 2022

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