William Lim 林登峰

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

MY ACHIEVEMENTS

Quarter 2 Top Producer (New Investment Sales)
(2023)
Quarter 4 Top Producer (New Investment Sales)
(2023)
Top Team Manager (Unit Trust)
(2022)
Top Achiever (Unit Trust) Runner-Up
(2022)
Top Team Supervisor (Unit Trust) - Phillip Securities
(2019)
Financial Planner Awards Top Finalist - Financial Planning Association of Singapore (FPAS)
(2019)
Top Financial Advisor Consultant (Managed Accounts) - Phillip Securities
(2018)
Rookie of the Year - Phillip Securities
(2014)

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TESTIMONIALS

I was told recession was imminent and many of my friends told me to get out of the markets. William held his ground based on quantifiable data and research and provided a feasible and easily understandable strategy to navigate this period. This 1st half of 2023 turned out to be a fantastic period and my portfolio has been up 16% from January till June.

Gerald S

Client

Jun 2023

2022 was a challenging year for my financial portfolio as my bank's investment portfolio was hit with margin calls and structured product deliveries of physical shares. William still managed to minimize the damage done on the portfolio of funds managed by him by taking on a diversified and consistent approach. Kudos to him for sailing through 2022 unscathed.

Jason Chiu T H

Client

Dec 2022

William was referred to me by a close friend of mine. He helped to navigate my portfolio that I had in the bank which was in a big mess after some badly recommended choices by my relationship manager. He was thorough in his analysis and helped suggested practical and cost-effective solutions.

Tan C T

Client

Sep 2021

William navigated the Covid era with ease as he 'hand-held' my portfolio during volatile times during the pandemic. His ability to convert difficult to understand finance terms to easily understandable concepts empowered me to stay the course and that resulted in a rewarding return through 2020.

Lim R H

Client

Aug 2020

William has did a thorough analysis of my financial portfolio and empowered me with the ability to plan my retirement as early as possible. His eye for details and data-inclined method really appealed to me. Will highly recommend such an advisor to my circle of close friends.

Goh A E

Client

Jun 2019

William has been managing my personal financial portfolio for the last 7 years. I have found him very well informed, creative & trust worthy. My portfolio has had positive growth outcomes amidst difficult financial times. I recommend him to anyone requiring a diligent financial advisor.

Desiree B M

Client

Oct 2018

READS AND EVENTS

Channel News Asia Insider: Save, Spend, Invest: How Gen Z In Southeast Asia Uses Its Money

What significantly impacts the monthly income of young individuals? According to a recent survey by Money Mind CNA, the predominant financial commitment for young working adults across Southeast Asia is their investments. This demographic also places strong emphasis on their mental well-being and leading a balanced lifestyle. In this interview with CNA, William Lim, Financial Services Director at Phillip Wealth Advisory, shares his valuable insights on this topic.

The Past Cannot Be Changed, But The Future Is In Your Hands

Join us as William Lim, Financial Services Manager of Wealth Planner & Associates, as he shares his expertise on: • Building a business of recurring income in investments • Building an investment expertise • Turning your investment expertise into a sustainable stream of income These can be made possible at PhillipCapital, with our multi-product infrastructure. Connect with William at bit.ly/TTP-williamlim

Market Insights: Navigating the Bear Market

With the US markets crossing into bear market territory, what are some characteristics of past bear markets, and what can investors expect during this volatile period? Join us as we explore the current US macro outlook, as well as practical steps you can adopt in your portfolio to navigate the current market situation!

How To Plan Your Finances For A Recession

With the continuous global supply chain issues and the currently high inflationary climate, it has become the norm to hear terms such as "global recession," "sell-off," "bear market," and "retrenchment". Are you prepared in the event you encounter a loss of income amidst the high inflation?

96.3 好FM Investment Outlook

听听金融服务经理林登峰在今日早晨上96.3好FM的股市近况 Shared by: William Lim (林登峰) Financial Services Manager bit.ly/TTP-williamlim #PhillipCapital#PhillipWealthAdvisory#PhillipCapitalEntrepreneurs

2023: What you need to know about market volatility and your investments

Our Financial Services Associate Director, William Lim's article has been selected as the Winning Entry for the EDGE Magazine Publication! Market uncertainty can naturally cause panic and lead to poor investment decisions. What are some tried and tested tips that can help you gain perspective and better your assessment and make better investment decisions?

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William Lim 林登峰

ABOUT ME

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

GET IN TOUCH

TESTIMONIALS

READS AND EVENTS

PROMOTIONS

Quick Links

Contact Us

Connect With Us