Kenneth Chan | Phillip Wealth – The information contained in this website is provided to you for general information/circulation only and is not intended to nor will it create/induce the creation of any binding legal relations. The information or opinions provided do not constitute investment advice, a recommendation, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise. You should seek advice from a financial adviser regarding the suitability of the investment products mentioned, taking into account your specific investment objectives, financial situation or particular needs, before making a commitment to purchase the investment product. In the event that you choose not to obtain advice from a financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest. Any views, opinions, references or other statements or facts provided in this website are personal views. No liability is accepted for any direct/indirect or any other damages of any kind arising from or in connection with your reliance on the information provided herein.

Kenneth Chan Profile

I started out with a business background and have spent over 10 years maximising profits and shareholder value.

Today, this business acumen influences the way that I manage wealth for my clients.

I only recommend sustainable businesses that are supported by cashflow, instead of chasing rumours and trends.

My sensitivity in the fast-paced business landscape allows me (and my clients) to identify high potential market sectors.

Where am I located?

Phillip Investor Center Lite – Tai Seng is situated at 18 Tai Seng, conveniently located within walking distance from Tai Seng MRT station.

With more than 50 years of total industry experience, our team is able to provide comprehensive wealth advisory advice, ranging from market outlook and investment strategies to risk management advice, and debt reduction strategies.

Our location in the business hub of the East enables us to serve our corporate clients in the areas of Employee Benefits Programmes, SME loans & financing, and business insurance needs.

Rate Card

*Item*	*Performance*	*Onboarding* *Fee*	*Retainer* *Fee*
CPF Portfolio	5.982% (10yr annualised)	0%	0.4% p.a.
Customised Portfolio	Varies based on request	1.5%	1.25% – 1.5% p.a.
Global Growth Leaders	15.0% (3yr annualised)	0.5%	Inbuilt
Guinness Global Investors (via FWD or Tokio Marine)	12.3% (10yr annualised)	Inbuilt	Inbuilt
Havenport	2.3% – 6.8% (5yr annualised)	0.5%	1.5% p.a.
Insurance Optimisation	5% – 23% (savings)	Inbuilt	Inbuilt
Monthly Income Portfolio	5.711% (12M dividends)	0.5%	0.5% – 1.5% p.a.

What is Phillip Capital?

Kenneth Chan Profile

Where am I located?

Rate Card

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