Contact and Engagement - Isaac Fang CFA, ChFC, CFP for Wealth Advice

HERE IS THE DEAL

Securities advisory service
Unit Trust Dividend Wrap PortfolioFinancial Planning can be simple Talk to Isaac
Sell relationship our partner range

Want a Quotation?

Sell relationship range of products

Want a Quotation?

Sell relationship site to open accounts
Before any service is rendered…
Understand that opening a POEMS account (It’s free) tagged to me shows that you are real and starts off the relationship engagement right. It lets me know I will be in contact with a genuine and authentic person. Banks segment services according to amounts parked with them. When you see priority queues and differentiated services at bank branch offices, this proves that society can tolerate differential treatments
Hence, the engagement level is tied to the EMOTIONAL BANK ACCOUNT BALANCES that begins when you open a POEMS account tagged to Isaac.
And upon the simple and seamless account opening completion, I will be in contact with you for follow up.

Contact. Engage. Act Now.

Emotional Bank Account Intro
Emotional Bank Account Credit
Emotional Bank Account Debit
Emotional Bank Account Healthy

WHY START A RELATIONSHIP WITH ISAAC

THIS INVOLVES OPENING A POEMS ACCOUNT TAGGED TO ISAAC (TR code: APR)

My Business DNA

I am running a business with the client’s interest at heart; that’s my foremost priority. There are systems, tools and processes in place to accomplish and fulfill the role of a Total Wealth Manager.
1) Personal Financial Review and Analysis
2) Portfolio Summary and Data Management
3) Review, Action and Feedback
4) POEMS (Phillip Online Electronic Mart)
5) FAME (Financial Access Made Easy)

How Does It Work

The Right Total Wealth Manager has the range of instruments coupled with a strong streak of loyalty to the client who will not sell products that do not fit the client’s risk profile and investment objectives. The Monetary Authority of Singapore’s rules serve as a protection against mis-selling to clients.
It’s more than having the breath of financial products to customize your financial plan. It’s about connecting both head and heart in designing that unique multi-faceted financial plan.
It’s about the systems, logistics and infrastructures in place to deliver financial services that determine who you should engage. That is the very core in the soul of the belief that the customer’s interest comes first.

TESTIMONIALS

Isaac Fang CFA Securities Advisory Service Testimonial
Isaac Fang CFA FB recommendations. Contact Isaac Fang for more.
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Isaac Fang CFA Linkedin Testimonials. Contact Isaac Fang for more.
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Google Review by Victor Tan. Contact Isaac Fang for more.
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Isaac Fang CFA GoogleReview1. Contact Isaac Fang for more.

ACCOUNT OPENING GUIDE

WITH SINGPASS MYINFO IT IS SO SIMPLE & EASY
Guide to open an account using SINGPASS myinfo. Contact Isaac Fang now!
How to open POEMS account with Singpass Myinfo. Contact Isaac Fang now!

FAQ

What happens if I already have a POEMs account?

PhillipCapital allows you to have multiple POEMs to choose which representative you wish to direct your business to. Having an account tagged to me (APR) allows me to assist you with all your servicing needs.

But I already have other broking accounts elsewhere, do I still need one with POEMs?

It is great that you have started on your investment/trading journey. Platforms do run into issues from time to time and when it happens during a volatile market state, it helps to have another platform to perform hedging actions.

(One example is if you need to sell shares in your CDP account but your current platform has issues, a POEMs account linked to CDP can help. But of course, you need to have that set up first.)

TAKE NOTE IN APPLICATION TO SPECIFY APR AS SHOWN.

Contact. Engage. Act Now.

Alternative way to contact me.

You want me to get in touch with you.

By providing us your personal data (i.e. name, email address and phone number), you acknowledge and consent to our collection of your personal data for the purposes listed below:

 Sending you marketing, advertising or promotional materials related to the content of this website, whether by call, text or email;

 Provision of products & services which you have requested for.

Please note that you are entitled to withdraw your consent for the collection of your personal data at any point in time by providing a notification to isaacfangcn@phillip.com.sg

VALUE ADDING EXAMPLES

IT IS NOT WHAT GETS DELIVERED YESTERDAY THAT DRIVES TODAY'S VALUE. IT IS WHAT GETS DELIVERED NOW AND IN THE FUTURE, THAT DRIVES VALUE.
Sample of Daily Buzz for Securities Advisory Services
Sample of Daily Updates for Securities Advisory Service Clients
Sample of Whatsapp Broadcast for Securities Advisory Service Clients
Sample of Whatsapp Broadcast for Securities Advisory Service Clients
Sample of what Isaac's Active POEMs users receive
Sample of what Isaac's Active POEMs users receive
Occasional Stock Suggestions
Active & Passive users get Occasional Stock Suggestions
Exclusive Webinars for POEMs users
Exclusive Webinars for POEMs users
Example of New Listings
New Listings other than IPOs
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