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Office of Philip Loh

 

• Top Career Agent

• Million Dollar Round Table, COT

• GE Life Achievers Club Platinum

• GE Life Entre-Planner of the Year

• B.Acc. (Hons)

• Chartered Financial Consultant

• Chartered Life Underwriter

• Diploma in Life Insurance

Representing Great Eastern Life, Philip is a leading financial consultant with over 14 years of experience. With a clientele of over 1000 professionals, executives and high net-worth individuals, he has developed a strong specialty in working with people who pursue financial security.

 

Over the years, his strategic financial planning approach has won many referrals and achieved considerable success in helping many of his clients achieve their financial goals.

 

A consistent Top Producer, his outstanding achievements also include the Great Eastern Life Achievers Club Platinum Award and the Million Dollar Round Table, Court of the Table title since 2001.

 

Philip speaks regularly at many Retirement and Investment Seminars, and organises networking events which are widely attended by many professionals and high net-worth individuals. A prolific writer of financial issues widely published in The Business Times, The Straits Times and other financial publications, he is always eager to share insights from a different perspective.

 

A loving husband and father, Philip is happily married to an English teacher with two lovely children. When he's not making people richer, he enjoys sports and actively volunteers at Halfway House, a rehabilitation centre for youths. Although a busy man, he believes in spending quality time with his loved ones. If you are looking for sound advice, meet up with him today.

 

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Vision

We aim to provide innovative & effective financial solutions and quality services to meet our clients' needs and goals.

 

Core Objectives

• To lead you to the day when work's purely for fun

• To ensure you are financially secured for any rainy days

• To walk and plan with you in every phase of your life stages

• To provide excellent customer service and support

• To support our clients with a team approach

 

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• B.CS (Hons)

• Chartered Financial Consultant

• Diploma in Life Insurance

Tammie Ng - Relationship Manager

 

Tammie is the key partner behind all successful implementation of many financial planning systems and marketing initiatives. The immense experience of working with many high net-worth individuals has equipped her with unique insights in wealth management, allowing her to serve her clients with exceptional professionalism. "Investment ensures financial security. There's so much satisfaction when I see my clients financially ahead of their peers."

 

E: tammieng@philiploh.com

 

 

 

Sharon Ong - Office Administrator

 

With over seven years of work experience in leading banks, Sharon brings with her the committment to provide our clients with quality customer service and support. She also believes that every team member plays a crucial role in the overall development of the office, which is evident in the extra effort she makes in honing her skills and consistently improving productivity of the office.

 

E: sharonong@philiploh.com

 

 

 

Bryan Lee - Administrative Executive

 

Equipped with a wide array of knowledge and skills, Bryan is a versatile member of the team, administering essential support throughout the office as well as providing key assistance in the servicing of our clients. His keen eye for detail and hands-on approach ensures efficiency and precision in the team's operations, enhancing our clients' experience in partnering with us.

 

E: bryanlee@philiploh.com

 

 

David Tan - Project Executive

 

David has had a strong passion in the arts since young. Having worked on creative materials for over four years, he had experimented with various techniques of print and design. The creation of our effective project and print media materials are the produce of his creativity.

 

E: davidtan@philiploh.com

 

 

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"Philip's system has helped me generate returns even during an economic downturn. It's brilliant."

- Ms Celine Low, Analyst, Shell

 

"Big names in SQ entrusted their funds with Philip, all the more I have faith in him managing my money. I let him run the show."

- Mr Matthew Loh, Pilot, SIA

 

"Philip's platform has seen me through different life phases since graduation. A very honest and professional man."

- Ms Fun Pui Ying, Analyst, Standard Chartered

 

"Getting a good financial head start upon graduation has definitely attributed to my success. Philip's the man to speak to."

- Ms Serene Loong, Copywriter, Ogilvy & Mather

 

"Team Philip's excellent investment credentials give me strong confidence. I'm very pleased with the performance."

- Mr M. Ghamazy, Senior Manager, Deloitte & Touche

 

"I am very satisfied with the money management system Philip has designed and got the returns I want." - Mr Low Say Pun, CEO, Bericap Asia Pte Ltd

 

"With such solid credentials and track records, I am confident that my investments are in good hands. And a team support makes it better!"

- Mr Melvin Tan, Masters Program, A*STAR

 

"I'm certain that my investments are in good hands and having a team support assures me of service-on-demand!" - Ms Poon Shou Xin, Engineer, SIA

 

"I chose Team Philip over friends in the financial sector to handle my investment as I like the thought put into the system's design."

- Mr Eric Sia, Engineer, SIA

 

"Philip has remarkable financial knowledge. I know my investments are doing well with the regular updates. Thanks for the great job, guys!"

- Mr Edward Peh, Engineer, A*STAR

 

"Definitely someone who's equipped with solid financial knowledge and shares insights from a different perspective."

- Mr Bryan Wang, Auditor, Ernst & Young

 

"Being on Philip's program has given me a good financial head start, meeting my immediate long-term goals. I look forward to a long-term relationship with them."

- Ms Lucinda Zhou, Associate, AXA Rosenberg

 

"It's important to find a trustworthy and capable person to handle my investments. Team Philip has done a great job!" - Mr Liu Ang Chai, Engineer, CPG

 

"I am impressed by the creative approach Philip has adopted in handling my investment portfolio."

- Mr Tay Ngiang Soon, Chief Radiographer, SGH

 

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Published Articles

 

Why the 'Buy & Hold' mantra doesn't always work

- The Sunday Times, 21 June 2009

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To buy and hold or to trade?

- The Sunday Times, 21 September 2008

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Dispelling 10 money myths

- The Business Times, 14 May 2008

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4 strategies for an ideal retirement

- The Business Times, 28 March 2007

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The case for buy-and-hold

- The Business Times, 31 January 2007

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Baby boomers' land mines

- The Business Times, 13 September 2006

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Still bearish waters run deep

- The Business Times, 19 July 2006

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Talk it out before you say 'I do'

- The Business Times, 10 May 2006

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Stock markets heading for choppier times

- The Business Times, 8 March 2006

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Forget houses as retirement asset

- The Business Times, 15 February 2006

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Road to financial heaven

- The Business Times, 16 November 2005

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Investment linked plans can be win-win

- The Business Times, 26 October 2005

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Fallacies in retirement planning

- The Business Times, 7 September 2005

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The weakest link in your insurance programme

- The Business Times, 27 July 2005

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Be disciplined in cutting losses

- The Business Times, 6 July 2005

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Residential property market at bearish stage

- The Sunday Times, 3 April 2005

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Other Articles

 

The Great Times - Issue 9 interview

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