Balancing Financial Well-being with Investment Planning

In today’s global markets, many investors are navigating prolonged periods of volatility and uncertainty, which can take a toll not only on portfolios, but also on mental well-being. Fluctuations in markets and wealth can heighten stress and anxiety, making it increasingly important to approach investing with both discipline and balance. Join us for this seminar on Tuesday, 24 February at 1.00 pm, where Ms Susan Lim, Senior Relationship Manager at Phillip Securities, will discuss how a low-volatility investment approach can help mitigate downside risk during market sell-offs, while positioning portfolios to benefit from market recoveries.

​In this seminar, we will share:

• ​Practical tips to improve sleep quality and manage investment-related anxiety

• ​How to construct a more defensive portfolio to remain invested during uncertain market conditions

• ​Strategies to structure a portfolio and optimise returns in volatile markets

• ​Key concepts to help investors navigate market fluctuations with greater confidence