ABOUT US
Simplicity at Its Core
We believe that complexity shouldn’t be a barrier to securing your business. That’s why we’ve designed our processes to be as straightforward as possible. From the moment you reach out to us, you’ll experience a seamless journey. Our team is committed to demystifying insurance, providing clear, jargon-free explanations, and guiding you every step of the way. Our platform is intuitive, making it easy for you to explore options, compare plans, and make informed decisions without getting lost in the fine print.
Responsiveness That Sets Us Apart
In the world of business, time is money, and responsiveness is key to staying ahead. We pride ourselves on our ability to react swiftly to your needs. Whether you have a query, need assistance with a claim, or require urgent coverage, our dedicated team is on standby to provide prompt, effective solutions. Our goal is to ensure that your business remains uninterrupted, no matter what challenges come your way.
Join Us on Your Journey to Security
Choosing SME-Insurance.com means opting for a partner who understands the importance of your business’s continuity and growth. With our extensive network, simplicity in processes, and unmatched responsiveness, we’re not just your insurance provider; we’re your ally in navigating the complexities of the business world. Let us help you safeguard your hard-earned success, giving you the peace of mind to focus on what you do best: growing your business.
Discover how we can make a difference for your business today. Welcome to the new standard in business insurance. Welcome to SME-Insurance.com
Your Trusted Adviser
After spending 14 years navigating the corporate world, I decided to strike it out on my own and be my own boss. I joined Holistic Wealth Planners at Phillip Capital in 2023 and to-date, I am a trusted advisor to business owners of varying sizes – from a small setup of four to a growing organisation of 300 pax.
I take care of all their business insurance – such as property and third-party liability, as well as employers’ liability and employees’ benefits. Clients choose to work with me because of my responsiveness, access to a wide range of providers, and my value-added support services to the business.
Our Team
Welcome to Holistic Wealth Planners, a distinguished team of over 25 financial advisors from Phillip Securities Pte Ltd. Collectively managing over $280 million in client assets, we proudly serve more than 5,000 clients with access to a vast array of over 40,000 financial products and solutions from over 50 providers.
Our expertise lies in simplifying complex financial analyses and product comparisons into clear, comprehensible concepts, ensuring our clients are always informed and confident in their financial decisions.