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Wealth Trader Mentorship

Securities WRAP

Financial Advisory

Be a Client

 

Be a Client

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An online trading account does not equate to a Do-It-Yourself (DIY) approach without any support.

Every trading account is managed by a stockbroker, and it is essential to find a mentor for your financial success.

With the Finance Savvy team supporting you, you will receive daily morning notes, monthly market outlooks, webinars, radio interviews, top research reports and exclusive seminars. These value-added services are premium contents and are not offered by other brokers.

If you would like the Finance Savvy team to support you, it is a one-time set up and you're good to go!

Research Reports
Privileges to company reports

Access collated research reports from top financial institutions & brokering houses.
Know the "Big Picture" of the company to make a comprehensive decision.

Morning Notes
Gain access to critical market updates

You will receive a macro overview of the global economy and stay up to date with the latest company-listed announcements on a daily basis. Immense value packed into one email. 


Financial Education
Learning is a journey

Invitations to seminars, live webinars and educational videos.
Get priority access to premium contents. 

 

FAQ

How can I open a POEMS trading account with the Finance Savvy Team?

Please complete this contact form and we will reach out to you shortly.

 

Eligibility

  • Not a U.S Person (an individual who is a U.S citizen or U.S resident)
  • Not a bankrupt

 

What do you need to prepare

 

Singaporean / Singapore PR / Foreigner Residing in Singapore

  • Identity Card (Pink or Blue)/ Passport with at least 6 months validity (Foreigners only)
  • A bank statement issued within the last 3 months OR
  • CPF Statement

 

For mailing address which differs from your Identity Card / Passport (for Foreigners), please provide supporting document(s) that reflects your mailing address such as:

  • Utility bills OR
  • Statement from a Bank or branch regulated by MAS OR
  • Correspondence from any of the statutory boards or government bodies

All copies of documentation must be scanned or photographed from the original source documents.

 

Malaysian

  • Malaysia Identity Card AND
  • A bank statement issued within the last 3 months

For Mailing address which is different from your Identity Card, please provide supporting document(s) that reflect your mailing address such as:

  • Utility bills OR
  • Statement from any Financial Institutions in your country OR
  • Correspondence from any government bodies in your country

All copies of documentation must be scanned or photographed from the original source documents.

 

Foreigner not residing in Singapore

  • Passport with at least 6 months validity AND
  • A bank statement issued within the last 3 months in your country

For residential and mailing addresses which are different or not indicated in your passport, please provide supporting document(s) issued within the last 3 months that reflect your residential and mailing addresses such as:

  • Utility bills OR
  • Statement from any Financial Institutions in your country OR
  • Correspondence from any government bodies in your country

For verification purposes, you may choose to:

  1. make an initial deposit (of not more than SGD 1,000 or its equivalent in any currency) via internet banking from your own bank account in Singapore, into our bank account (Phillip Securities Pte Ltd). Please indicate ‘0000000’ as the consumer reference number.Or
  2. make an initial deposit via telegraphic transfer (of not more than SGD 1,000 or its equivalent in any currency) into our bank account, with your name provided in the bank’s TT payment advice to show that funds are withdrawn from your own account with the bank (this is applicable only to applicants residing in FATF member jurisdictions). Please indicate ‘NEW – *your identification / passport number as per application* e.g. NEW – A123456 ’ in the remarks section. Our staff will be contacting you to provide you with the relevant TT details.Or
  3. provide copies of documentation which must be scanned or photographed from the original documents and must be signed by a Commissioner of Oath or Notary Public. The required signed documents to be sent to us after completion. For your convenience please click here for a self-address envelope.

 

 

 

I have an existing trading account, can I open a POEMS account with the Finance Savvy team?

Yes you can.

There are no limitations imposed and it is a one time setup with the Finance Savvy team. As most trading platforms are similar, having a good broker is essential.

Please complete this contact form and we will reach out to you shortly.

I have an existing POEMS trading account, can I open a POEMS account with the Finance Savvy team?

Yes you can.

 

Dealing Team

If you have opened your POEMS account at a Phillip Securities Investor Centre previously, you need to open a new POEMS account with the Finance Savvy team.

 

 

Other Brokers / Remisiers

If you have opened your POEMS account with other brokers / remisiers previously, you can opt to open a new POEMS account with the Finance Savvy team or transfer your existing POEMS account.

 

It is a one time setup, hassle-free, and you’ll be embarking on your new financial journey with the Finance Savvy team.

 

Please complete this contact form and we will reach out to you shortly.

 

This is my first trading account and I do not have a Central Depository (CDP) account. Do I need to set it up first?

No, you don’t have to.

The Finance Savvy team offers integrated services, and can set up both Central Depository and POEMS trading account for you.

Wealth Trader Mentorship

 

 

Wealth Trader Mentorship

The Step-By-Step Blueprint to Trend Trading & REITs Investing


Ever wondered how people trade or invest to create multiple income streams?  Wealth Trader Mentorship is Joel's masterclass program, where you will learn how to build a dividend wealth machine and be an expert trend trader through an interactive and exciting experience. You will be empowered in this hands-on step-by-step mentorship, and master comprehensive skillsets on personal finance management, finance psychology, macro technical analysis, systematic trend trading, risk management and REITs investing.

You will be given the opportunity to watch Joel in action, as he trades live and screens through potential investing stocks with the community. The strategies taught, model the processes perfected by Joel after 10 years in the industry as a professional trader.

Securities WRAP

 

 

Securities WRAP

Personalized Portfolio Management


 

With Securities Wrap Service, you will receive professional advice from the Finance Savvy team. The Finance Savvy team will construct a personalized Income-based portfolio for you upon your confirmation.

A suitability analysis will be performed to understand your investment objectives, financial situation, particular needs and risk tolerance. This service is suitable for investors seeking an income-based strategy. 

You can register for 4 Key Strategies for Stock Market event to know more about the income-based strategy.

Download the Infosheet

FAQ

Is there a minimum deposit?

Yes.

Minimum initial deposit of S$25,000 cash or stocks equivalent (can be transferred-in from CDP/ other broking houses) is required.

Where are my shares held?

All shares deposited or transacted through this account will be held in the custody with Phillip Securities Pte Ltd in trust. Corporate actions, such as dividends, rights subscription will be processed in this account.

Accounts with multi-currency facility will receive the cash dividends in declared currency unless otherwise determined by the issuer/Phillip Securities Pte Ltd.

How can I view my portfolio?

If you have online access, you will be able to view your transaction history and account details up to 12 months year-to-date.

Contract notes and a detailed monthly statement of account will be mailed to you if you have any transactions or have a balance in that month.

If you choose to receive electronic statements, it will be sent to you by email instead. Where there is no transaction or balance in the account, Statement of Account will be issued at least once a quarter.

Financial Advisory

 

 

Financial Advisory

Planning for your Financial Future


 

Cash Flow management is crucial to financial planning. Poor saving or high spending habits will lead to a negative asset balance. Through an immersive financial planning process, you will be guided on power key concepts on risk management, financial protection and wealth accumulation to improve your financial status and accelerate your journey towards Financial Freedom. 

 

Consumer Centric
Building Trust

Establish strong long-term relationships, providing excellent customer service with successive follow-up reviews.

Comprehensive Financial Planning
Gain access to personal financial strategies

Conceptualize, develop strategies and provide solutions to address your protection, long-term savings and investment needs.


One Stop Financial Provider
Integrated Services

9 Insurance Partners such as NTUC Income, Aviva, AIA, Manulife, Tokia Marina Asia and many more. Personalized solutions to meet your individual needs.

FAQ

How do I prepare against any unexpected hospital expenses?

It is common that most people do not protect their health and wealth. Should anything happen to them or their loved ones, they may have to utilize most of their savings.

It is essential to note the importance of adequate insurance coverage in the event of any emergencies.

Please contact the Finance Savvy team at info@mrfinancesavvy.com, or fill up this contact form and we will reach out to you shortly.

How do you prepare for your children’s education?

You want to provide your children with the best university education. However, with the ever-rising inflation, it is often difficult to achieve your objectives. The key concept is to know how much you intend to put aside for your children’s education and adopt a systematic savings approach for your clients.

Please contact the Finance Savvy team at info@mrfinancesavvy.com, or fill up this contact form and we will reach out to you shortly.

How can you plan for your retirement?

You want to achieve financial independence without compromising your current standards of living. In retirement planning, you will be guided in assessing the income needed for your retirement based on the lifestyle you desire.

Please contact the Finance Savvy team at info@mrfinancesavvy.com, or fill up this contact form and we will reach out to you shortly.

What Others Are Saying

Lee-Mingyong
Lee Mingyong
Management Associate

"Trust is the most essential. I trust Joel, and he is always the first person in mind for any financial advice."

 

Yuxiang

Ian Tay
MOE Teacher

"Joel is someone that I can always rely on for advise on trading and the financial market. He is professional and customer-oriented, always responding to my queries immediately. I would strongly recommend trading with him."

Brian Chua
Professional Futures Trader, Top 100 Phillip CFD customer account volume for 2013

"Joel is energetic and passionate.

He will do his best wherever possible and is willing to meet some of the more complex requests that I have. He takes note of my requirements diligently and always performs follow up.

Joel is professional towards his customers and very approachable, always ready to assist me in all matters.

I have personally recommended my friends to trade through Joel. You will not be disappointed with his services."

chien-shen

Koh Chien Shen
Business Development Executive

"Joel is real helpful in matters of investments. He is very sincere in helping his clients and is always willing to share his knowledge.

To those who are just starting out on your own investments, do approach him!"

Alina

Alina Chia
Finance Analyst

"Joel has been a great help in advising how I should build up my stock portfolio. Expect honest and objective investment advice.

Thanks Joel!"

Ernest Lim

Ernest Lim
Research Officer

"Friendly and approachable, Joel is always there to provide a helping hand to his clients. Beginner investors (like myself) would find Joel very patient and a pleasure to communicate with.

I would highly recommend Joel for his enthusiasm in attending to your queries and the guidance he can give on your investing journey."

Khair

Muhd Khair
Field Operation Manager

"Joel is very efficient, responsible and knowledgeable. Every time I ask him, he has the stock market in his grasp to give me a market overview and explains it clearly. He has made my life easier.

You will not regret if you trade and learn from him."

greg

Gregory Yeo
Senior Financial Consultant

"Joel is a good friend, a great consultant and a fantastic help for me. He always provide daily insights and detailed information when needed.

Definitely the person to turn to when in need of advice on trading. His professionalism is remarkable as he gives me the assurance that my trades are taken care of, even when he’s overseas."

Royston Wee
Mixed Martial Coach  | UFC Fighter 

" Joel is always swift and reliable when I have any help in financial advice. Definitely the person to look for if you want to invest!"

 

Let's take this relationship to the next level.

 

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