The Investing Game Nobody Explained to You

The Investing Game Nobody Explained to You
A free investing seminar for Singapore's working generation
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There's a game being played with your money every single day.
The problem? Nobody sat you down and explained the rules.
Not your school. Not your parents. And definitely not your bank — because the more confused you are, the more they benefit.
This seminar changes that. In 2 hours, I'll walk you through the investing fundamentals, market outlook, and personal finance strategies that most Singaporeans only wish they'd known earlier.
My own portfolio is up 24% year-to-date in 2025. I'll show you the exact thinking behind it — and what your money could be doing right now.
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WHAT YOU'LL WALK AWAY KNOWING
1. How to allocate your salary so every dollar is actually working
Most people split their income between spending and saving and call it a day. I'll show you a smarter allocation framework — one that builds wealth systematically without requiring a windfall or a pay raise.
2. What adequate insurance coverage actually looks like in 2026
With the IP rider market overhaul that took effect in April 2026, many Singaporeans are now underinsured without realising it. I'll walk you through what proper coverage looks like at different life stages — and the gaps most people don't catch until it's too late.
3. Where markets are heading in H2 2026 — and how to position yourself
Trade tensions, interest rate shifts, the AI rally, SGD strength — the macro picture is moving fast. I'll break down what's happening, which sectors are worth watching, and what to avoid for the rest of the year.
4. How to build a portfolio strategy around your life stage
Investing at 25 looks very different from investing at 38. I'll show you how to think about asset allocation, risk tolerance, and time horizon based on where you actually are — not a one-size-fits-all template.
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BRING YOUR PORTFOLIO. LEAVE WITH CLARITY.
Not sure if your investments are actually working for you? Bring a rough sense of what you're currently holding — stocks, unit trusts, endowments, CPF investments, insurance policies — and I'll give you a complimentary, no-obligation portfolio review on the spot.
No spreadsheets needed. No preparation required. Just an honest second opinion from someone with no agenda.
As an independent broker representing multiple insurers, I have no obligation to push any single product or provider. You'll get a genuinely unbiased view — nothing more.
Portfolio review slots are limited. Sign up on arrival, first come first served.
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WANT TO GO DEEPER? 1-ON-1 CONSULTATIONS AVAILABLE
For attendees who want a full review of their financial situation — investments, insurance, CPF and SRS optimisation, or overall portfolio strategy — I'm setting aside 10 private 1-on-1 consultation slots on the day.
Complimentary. No obligation. Limited to 10 attendees only.
Sign up at the registration desk when you arrive.
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WHO THIS IS FOR
This seminar is for working Singaporeans in their 20s, 30s and 40s who:
— Earn well but feel like their money isn't keeping up
— Are investing but aren't sure if their portfolio is actually performing
— Want to understand CPF and SRS beyond the basics
— Are overdue for an honest review of their insurance coverage
— Want a clearer, more confident strategy for building long-term wealth
You don't need to be an experienced investor to attend. You just need to show up.
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ABOUT YOUR HOST
Joshua Lim is a wealth manager at Phillip Securities and an independent insurance broker representing multiple insurers. As an independent broker, he is not tied to any single product or insurer — his only obligation is to what's right for each client.
He runs @investwithJL on Instagram, where he shares his personal portfolio and real-time investment thinking with thousands of Singaporean retail investors. His portfolio is up 24% year-to-date in 2025.
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PRACTICAL DETAILS
Date: 27/06/2026
Time: 3PM — doors open 30 minutes early
Venue: Phillip Securities Investor Center, Raffles City Office Tower
Duration: 2 hours (no overruns)
Format: Presentation + Q&A + complimentary portfolio reviews + 1-on-1 sign-ups
Refreshments provided*
Free entry. No minimum investment. No product purchase required. No obligation to engage any services. Seats are limited — register now to secure your spot.
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This session is conducted by Joshua [Last Name], a representative of Phillip Securities Pte Ltd. This event is for informational and educational purposes only and does not constitute financial advice. All investment and insurance decisions should be made in accordance with your own financial situation and objectives.

Event Venue & Nearby Stays

Phillip Investor Centre - Raffles City Tower, 250 North Bridge Road, Singapore, Singapore

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