Hello

Welcome to Design Driven Financial Planning!

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My name is Isaac. I am a MAS (Monetary Authority of Singapore) licensed representative of Phillip Securities Pte Ltd (Principal). My RNF number is FCN200135730 and I hold multiple licenses to conduct various financial advisory services. Over the years in the Financial Advisory Services Industry, I have acquired the CFA charter, ChFC and CFP certifications.

All regulated financial products out there have its purpose for existence, whether it is suitable or not depends on client specific circumstances which can be fluid. And as such no regulated product will be slammed here.

Poke around the site and if you feel that I can be of good stewardship on your financial journey, do not hesitate to arrange a face-to-face appointment.

If you already want to establish a relationship (open POEMS account) with me through Phillip Securities Pte Ltd, click here!

Isaac’s Thoughts

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I hope my writings/posts/musings can inspire individuals on their personal finance journeys. Do connect with me on Facebook too. Happy reading!

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Reading to the Right Side of Charts

Giving things proper attribution is important to me. Being brutally honest about the facts and recording all the thinking processes as the events unfold are meaningless unless a person investigates in retrospect to critique as well as evaluate the narratives that generated the outcomes of the present.