New to Investing (Physical Seminar)

Topic:                    New to Investing

Speaker:               Mr. Wilson Lee – Relationship Manager, Phillip Securities Pte Ltd

Date:                     27 August 2022, Sat

Time:                     11.00am – 12.00pm

Synopsis

Investing may seem daunting if you are new to it or have never done it before. As you embark on your investment journey, we are here to share our knowledge and insights with you. You will also gain a basic understanding of investment instruments available and find out how to get started.

Outline:

• Getting started: Investment basics
• Mode of Investments: How to fund for your investments?
• Investment Options: Investing in stocks, bonds, mutual funds, other wealth building and retirement planning options

This seminar is suitable for novice investors who have little or no investment experience.

Availability for this seminar is on a first-come-first-served basis. For enquiries, please contact us at 6812 1511 or email to jwest@phillip.com.sg. 

Speaker Profile

Mr. Wilson Lee – Relationship Manager, Phillip Securities Pte Ltd

“To be successful in a profession or in business, to become wealthy cannot be compared to making the lives of your fellow men better. This can bring immense satisfaction.” – Lee Kuan Yew

These are the values which Wilson hold dear to when it comes to providing financial services to his clients. Starting off with a humble beginning as a student advisor back in his college days, Wilson serves not just people of his age group, but also those who are way more senior than him in life. Over the years, he has been helping many families and individuals, especially young working adults and families since 2014 to achieve their financial success and security.

Wilson understands that every individual requires a unique approach and thus, he adopts the empowerment way of advising his clients.