Holistic Wealth Planners

As our name suggests, Holistic Wealth Planners is a team of financial advisors whose planning philosophy encompasses wealth protection, wealth accumulation and wealth distribution, not as separate categories but as an integral process of the overall financial journey throughout our clients' lifetime. We are a financial advisory team from Phillip Securities Pte Ltd. Our team has more than 35 advisors and we are collectively servicing more than 7800 clients with over $500 million in assets.

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