Is Financial Planning Important?

Topic: Is Financial Planning Important?

Speaker: Ms Amelio Teo, Investment Consultant

Date: 16th December 2025, Tuesday

Time: 6pm – 7pm

Synopsis
Insurance planning can often feel confusing 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 an insurance policy.

However, having sufficient protection is crucial for managing life’s risks and unexpected curveballs.

Join us at this seminar on 16 Dec, Tue at 6pm where Ms Amelio Teo, Investment Consultant at Phillip Securities will share with you the basics of Financial Planning and how to construct your very own Financial Pyramid, with the following topics:

• Life Stages and Insurance Cycle

• Financial Pyramid Overview

• Insurance Planning (Types of Insurance plan and its purposes)

• 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 assists clients in financial planning include wealth accumulation for children education fund, retirement planning.