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Louis Koay

Louis Koay is a dual-licensed representative at a top financial firm. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. He is currently managing a team of 6 advisors and servicing more than 1,000 clients with asset under advisory of more than $20 million. As a trainer at Dr Wealth, Louis developed the Personal Finance Mastery Course and he is a key trainer in the Intelligent Investors Immersive Program. He has trained more than 10,000 retail investors in analysing stocks and on personal financial planning.

Alternatives to CPF SA Shielding for High Interest and Liquidity

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Singapore Budget 2024 introduced significant changes to the CPF regime. In particular, many are mourning the death of CPF SA shielding. Here, we present some alternatives to high interest and liquidity for your consideration.  What is CPF SA Shielding?  CPF SA Shielding was a strategy that maximises interest income in the CPF accounts when a … Read more

Best Personal Accident Insurances For Singaporeans

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Accidents can happen anytime and anywhere, and they can be sudden and unpredictable, potentially changing a person’s life and disrupting their financial plans. Imagine going about your day, and suddenly an accident happens. It could be a slip, a fall, or something more serious. A personal accident insurance policy is there to assist you through … Read more

Lock in your high-interest rates with bonds while they last

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Most investors tend to be more familiar with the stock markets and shares. So, let’s talk about bonds today. Historically, bonds display lower volatility compared to stocks. In today’s volatile environment, bonds offer a safe instrument for passive income from their bond yields. With increasing interest rates, it is a good time to lock in … Read more