Sim Wan Ting Joy

Wealth Manager

MAS Rep No: SWT300029612

Languages: English, Mandarin

Industry Experience: 6 years

wantingjoy@phillip.com.sg

ABOUT ME

I'm like your personal dream catcher, but instead of catching dreams, I make them come true as a wealth planner. My mission is guiding people in their 20s to 40s through the murky waters of adulting. While my own little sidekick also empowers me to guide parents through parenthood.

MY PROFESSIONAL SERVICES

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

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

Wan Ting is knowledgeable, invokes my thinking and empowers me.

Toh Wan Sin

Client

Jul 2023

Wan Ting is very patient and clear in her explanation to me, someone who has utterly no interest in finance and investments.

Cheryl Tan

Client

Jun 2023

I referred her to my parents and also some of my friends and I can’t be more happy/relieved that they’re all well taken care of.

Astri

Client

Jun 2023

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Sim Wan Ting Joy

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Sim Wan Ting Joy

ABOUT ME

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

GET IN TOUCH

TESTIMONIALS

PROMOTIONS

Quick Links

Contact Us

Connect With Us