Creating a Reliable Monthly Income Strategy for Your Future

Synopsis

In today’s fast-changing financial landscape, many investors seek stability and consistency in their investment outcomes. This seminar explores practical financial planning strategies that focus on building a sustainable monthly income stream — designed to support both pre-retirement and retirement lifestyles.

Participants will gain insights into how to design an investment portfolio / retirement plan that balances income generation, capital preservation, and long-term growth. Our speaker will share key frameworks for assessing risk tolerance, diversifying income sources, and selecting suitable instruments such as dividend-paying equities, income funds, REITs, and fixed-income products.

Through real-world case studies, attendees will learn how to structure a monthly income payout plan that complements their personal financial goals — whether it’s to supplement employment income, fund retirement expenses, or achieve financial independence.

Join us in this insightful seminar on 5 December, Friday at 3.00pm, as our speaker Mr Low Wee Ming, Investment Consultant at Holland Drive Phillip Investor Centre will be shared in this session:

· Understand the principles of financial planning for monthly income sustainability

· Explore various asset classes that generate regular income

· Learn how to align your income needs with your investment horizon and risk profile

· Discover practical examples of income payout portfolios for different life stages

For enquiries, please call us at 6812 1544 email us at hollanddrive@phillip.com.sg

Speaker Profile

Mr. Low Wee Ming, Investment Consultant, Phillip Securities Pte Ltd

Mr Low Wee Ming graduated from Tunku Abdul Rahman University of Management and Technology with an Honours degree in Finance and Investment. He completed the Certified Financial Planner programme in 2020. He also earned the Certificate in ESG Investing from the CFA Institute in 2024 and is currently an investment consultant at Phillip Securities, focusing on providing personalised financial planning services to retail clients to help them strategically achieve their financial goal.