Services: investing, insurance, planning and trusts

Investing, protection and planning under one relationship: from your own trading account to a managed portfolio, from life to general insurance, from a full plan to a family trust. Start from what is on your mind, not from a product list. Each page explains the choices in plain language, and products sit inside the service they belong to.

Speak to Isaac

You will be speaking with Isaac Fang, CFARepresentative of Phillip Securities

Illustration of two armchairs facing each other across a small table set with two cups of tea and a notepad

Investing“Where do I start, and how involved should I be?”Choose how involved you want to be: invest on your own, decide each move together (Advisory), or have your portfolio managed within a mandate agreed with you (Managed Accounts).POEMS account, Proposal-Acceptance Arrangement on listed securities, unit trust dividend portfolio, Phillip Managed AccountDetails
Protection“Is my family covered where it matters?”Insurance for the things that would hurt most, after checking what you and the national schemes already cover.Life, illness, disability, medical, accident, home, motor and travelDetails
Financial planning“How does it all fit together?”A full review of your position and a written plan, built with the FDM method so you can see why each step is there.Balanced Financial Planning Package, FDM method, regular reviewsDetails
Legacy and trusts“How do I pass things on, my way?”Set up an investment trust with Phillip Trustee, with me as investment manager, and decide how and when your family receives it.Investment trusts, living and standby trusts, estate basicsDetails

Phillip also lists my services on my Official profile on PhillipCapital. Not sure which applies? Most people start with one question. Speak to Isaac and I will point you to the right place.