Elijah Lee, Phillip Securities

Elijah Lee, Phillip Securities

22112022 YM - Elijah Lee

22 November 2022
Money and Me: How to effectively integrate the SRS with your overall retirement strategy
Dan Koh and Zia-ul Raushan speak to Elijah Lee, Financial Services Manager, Phillip Securities - dissecting the benefits of the Supplementary Retirement Scheme, and how we can maximise its benefits to prepare ourselves for financial freedom in the future!

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21 September 2022
Money and Me: Better than cash, less risk than equities, what are your investor options?
Given Singapore's core inflation rate rising to 4.8% in July - with no signs of slowing down - where should we park our money today? And what are some options for us to engage in low-risk cash preservation in this market of uncertainty? Be sure not to miss this episode of Money and Me as Michelle Martin takes a deep dive into these questions with Elijah Lee, Financial Services Manager, Phillip Securities.

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23 August 2022
Money and Me: Is it too late to think about healthcare insurance for my elderly parents?
Insurance is all about planning ahead but what can you do if you've just realised your parent is turning 70 and you're worried about healthcare costs? Will the amplification power of insurance still work if you start later in life for your parents? Elijah Lee, Financial Services Manager, Phillip Securities and Michelle Martin break down the details of healthcare insurance for our elderly parents.

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25 July 2022
Money and Me: Planning for mortgage payment in an inflationary environment
One of the most prominent areas where the rising interest rates can be felt here in Singapore is with home mortgage loans. Michelle Martin invites Elijah Lee, Financial Services Manager, Phillip Securities as he breaks down the relative pros and cons of fixed vs floating rate mortgages now and how much we should be spending on your mortgage as a part of your finances.

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22 June 2022
Money and Me: How much critical illness insurance coverage do you need?
Don’t leave critical illness plans to when you need it, that’s when you are likely not to qualify. What do we need to look out for when understanding the various plans? Michelle Martin and Elijah Lee, Financial Services Manager, Phillip Securities survey the critical illness plan landscape in Singapore.

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20 May 2022
Money and Me: Do you need Critical Illness Insurance? How could it save you from medical bill shocks?
How will you know if your insurer will pay for the treatment of your disease? Should you make it a practice to ask if a drug is being used off-label? Do you need critical care insurance? Michelle Martin finds out with Elijah Lee, Financial Services Manager, Phillip Securities.

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20 April 2022
Money and Me: CPF LIFE, how to make it work for you (even if you’re self-employed)
How does CPF LIFE compare with private annuities, property and other methods as a cornerstone for a retirement plan. Michelle Martin finds out in conversation with Elijah Lee, Associate Financial Services Manager, Phillip Securities.

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23 February 2022
Money and Me: Balancing your CPF funds for home and retirement
More people who used their CPF to pay their housing loans were unable to fully refund the amount after selling their properties in 2020, compared with the previous two years. So how can we balance the use of our CPF funds for home and retirement, or even investments? Michelle Martin gets Elijah Lee, Associate Financial Services Manager, Phillip Securities to share his experience and advice.

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6 January 2021
Money and Me: Increasing your Careshield Life payouts and splitting the load for family members
Can you raise your payout to over $2000? Michelle Martin speaks to Elijah Lee, Independent Financial Advisor to discuss your choices when it comes to Careshield Life payouts, affordability of premiums, and supplementary plans.

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