Kenneth Chan

Phillip Wealth Advisory

A person in formal attire sitting on a small boat, gazing at a calm lake surrounded by mountains and cloudy skies.

I help Singaporeans free up their time and money.

Planning about your finances is not about numbers and figures.

It should be about how much time you free up. To spend with your friends & family. To travel. To obsess about that hobby.

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How do I give the BEST Financial Advice?

Simple. I work backwards.

That goal. That dream. The passive income for you to not work.

The amount you need x Future Value of Money.

Start small. Start now.

How much to save today = Future Value / Compounded Savings

That’s it. Life’s that simple. Don’t complicate it.

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Second guessing what you hear?

Talk to me, an insurance and investment broker.

At Phillip Wealth, I distribute popular insurances from AIA, FWD, HSBC, & Income.

I also deal with fund houses directly such as Allianz, Blackrock, LionGlobal, PIMCO, & UOB.

Our expansive partnership ensures that our customers have access to the best available option.

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No Selling, Just Clarity

Pay a fee. Review your financial position. Money back guarantee.

Full Financial Review for $250

Asset Under Care:

Text displaying the current market value of 19,239,556.21 SGD.

Featured on:

Legacy Planning Seminar

Event promotion for a financial seminar titled 'Secure Your Wealth' featuring Kenneth Chan, Wealth Manager. Scheduled for March 29, 2025, from 11 am to 12 pm at Taiseng Phillip Investor Centre in Singapore.

Coffee with Fund Managers

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Prestige Client Appreciation Event @ Savoir Beds

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Investment Portfolio Planning

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Two presenters smiling and posing in front of a seminar poster about 'McKinsey Thinking in Action' at Phillip Wealth Advisory. The poster includes details about a seminar on investment strategies and features images of the presenters.

Portfolio Best Practices (Internal)

A professional setting with a man sitting at a desk, looking at his phone, while a large screen in the background displays the phrase 'Adviser Sharing' along with an image of another individual. The atmosphere is casual, with decorative elements visible in the office.

LPA Certification Event for Vulnerable Clients

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S&P500 Legacy Investment Seminar

A presenter stands next to a projector screen displaying financial data and graphs related to investments, with a focus on monetary values from 1998 to 2008.

Excellent Service Award 2026

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Pytech Valentine’s Day Special

News Commentary with Lianhe Zaobao

中东传利好亚股上升 海指因套利活动跌13.37点

AI热潮推高亚太科技股和区域股市 海指涨0.80％

银行股出现套利 海指周三跌0.55%

The Business Times Money Hacks Interview

Testimonials

Where am I?

Phillip Investor Centre Lite – Tai Seng is situated at 18 Tai Seng, conveniently located within walking distance from Tai Seng MRT station.

With more than 50 years of total industry experience, our team is able to provide comprehensive wealth advisory advice, ranging from market outlook and investment strategies to risk management advice and debt reduction strategies.

Our location in the business hub of the East enables us to serve our corporate clients in the areas of Employee Benefits Programmes, SME loans & financing, and business insurance needs.

Kenneth Chan

Phillip Wealth Advisory

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