Office of Philip Loh

 

• Senior Manager

• MDRT (2001-2011), Court of the Table (2005-2009, 2011)

• GE Life Achievers Club, Platinum Qualifier

• GE Life Entre-Planner

• BAcc (Hons)

• Chartered Financial Consultant

• Chartered Life Underwriter

• Diploma in Life Insurance

Representing Great Eastern Life, Philip is one of the leading financial consultants with a clientele of over 1000 professionals, executives and high net-worth individuals. With over 16 years of experience, 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 include the Great Eastern Life Achievers Club Platinum Award and the Million Dollar Round Table title since 2001.

Philip speaks at many Retirement and Investment Seminars, and organises networking events which are attended by many. 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 three lovely children. If you are looking for sound advice, meet up with him today.

 

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Mission

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 with a team approach

 

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• BCS (Hons)

• Chartered Financial Consultant

• CFP

• Dip FP
Tammie Ng - Chief Operating Officer

 

Tammie is the key partner behind all successful implementation of our 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 Manager

 

With over seven years of work experience in leading banks, Sharon brings with her the commitment 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 in the office.

 

E: sharonong@philiploh.com

 

 
 

Doreen Tan - Communications Executive

 

With many years of experience in communications, Doreen specialises in forging that special link between OPL and our clients. She is the voice that articulates our goal of financial security. Additionally, she also provides crucial administrative support, exemplifying the fact that she is a versatile and dedicated member of the OPL team.

 

E: doreentan@philiploh.com

 

 
 

Jackie Kok - Communications Executive

 

Jackie brings with her 30 years of sales & marketing experience to the OPL team, consistently providing high performance, teamwork and customer excellence throughout. She distinctly expresses our goal of financial security to our clients, and specialises in making that unique connection between OPL and our clients to help them achieve their dreams.

 

E: jackiekok@philiploh.com

 

 
 

Bryan Lee - Information 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

 

 

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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

 

"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 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

 

"Being on Philip's programme 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

 

"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
Click on the title to view article

 

Have patience, will profit

- The Sunday Times, 3 July 2011

 

Ensuring there's money for old age

- The Sunday Times, 17 April 2011

 

Manage your leverage

- The Business Times Weekend, 27-28 November 2010

 

To make money, fight 'fleeing instinct'

- The Sunday Times, 21 November 2010

 

Avoiding costly investment mistakes

- The Business Times Weekend, 6-7 March 2010

 

Four insurance plans are all you need

- The Sunday Times, 25 October 2009

 

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

- The Sunday Times, 21 June 2009

 

To buy and hold or to trade?

- The Sunday Times, 21 September 2008

 

Dispelling 10 money myths

- The Business Times, 14 May 2008

 

4 strategies for an ideal retirement

- The Business Times, 28 March 2007

 

The case for buy-and-hold

- The Business Times, 31 January 2007

 

Baby boomers' land mines

- The Business Times, 13 September 2006

 

Still bearish waters run deep

- The Business Times, 19 July 2006

 

Talk it out before you say 'I do'

- The Business Times, 10 May 2006

 

Stock markets heading for choppier times

- The Business Times, 8 March 2006

 

Forget houses as retirement asset

- The Business Times, 15 February 2006

 

Road to financial heaven

- The Business Times, 16 November 2005

 

Investment linked plans can be win-win

- The Business Times, 26 October 2005

 

Fallacies in retirement planning

- The Business Times, 7 September 2005

 

The weakest link in your insurance programme

- The Business Times, 27 July 2005

 

Be disciplined in cutting losses

- The Business Times, 6 July 2005

 

Residential property market at bearish stage

- The Sunday Times, 3 April 2005

 

 

Other Articles

 

Interview - The Great Times Issue 9

 

Interview - The Great Times, September 2009

 

me & my money - The Sunday Times, 12 December 2010

 

 

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OPL wants to align our business goal, of helping our clients achieve their financial dreams, with our commitment to bless others through charitable giving.

In January 2010, OPL pledged a sum of $20,000 to the Singapore Catholic Welfare Services to help in their community cause and work efforts towards improving the lives of the less fortunate. As OPL excels, we will continue to look for more ways to give back to the community and enhance lives.

OPL wishes to thank all our valued clients for making this possible.

 

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