Topic: Is Financial Planning Important?
Speaker: Ms Amelio Teo, Investment Consultant
Date: 12th August 2025, Tuesday
Time: 6pm - 7pm
Synopsis
Insurance planning can often feel overwhelming and complex. Many of us are unsure about the different types of insurance available, let alone how to choose the right coverage for our needs. Additionally, some may wonder whether they have sufficient protection or if they are overcommitting to their insurance policy. However, having sufficient protection is crucial for managing life’s risks and unexpected curveballs.
Join us at this seminar on 12 Aug, Tue at 6pm where Ms. Amelio Teo, Investment Consultant at Phillip Securities, will share the basics of Financial Planning and how to construct your very own Financial Pyramid. Topics include:
• Life Stages and Insurance Cycle
• Financial Pyramid Overview
• Insurance Planning (Types of Insurance plan and their purposes)
•The Importance of insurance review
For enquiries, please contact us at 6812 1588 or email to northpoint@phillip.com.sg
Speaker Profile
Ms Amelio Teo, Investment Consultant, Phillip Securities Pte Ltd
Ms Amelio Teo has a proven track record in the financial industry where she has worked since 2023. Skilled in Life Insurance Planning and Retirement planning, she helps clients navigate their financial journey by providing tailored solutions. Her expertise includes wealth accumulation for children's education funds and retirement planning, ensuring her clients achieve their long-term financial goals.
