NAV your way to your goals
with these handy tips.

Don’t put all your donuts in one bag.
Diversify with ETFs and Unit Trusts.

Want to start investing but not sure how to manage the ups and downs? Then this intro class is just the thing for you.

Learn how to start building a diversified portfolio through 2 investment tools that make a great starting point for novices.

You’ll Learn About:

  • Fundamentals of ETFs and Unit Trusts
  • Investment risks and returns
  • Managing and mitigating risk
  • Factors to consider
  • Local and overseas ETFs and Unit Trusts
  • How to build an ETF and Unit Trust portfolio


The Speakers

Lionel Yeo,

Lionel blogs on money and personal development for millennial executives. His content has been featured on The Sunday Times, KISS 92, Channel News Asia and other major media outlets. He has authored 2 e-books and developed online courses to teach index investing to beginners. He regularly speaks at events and collaborates with partners on content marketing.

Louis Koay,

Dr Wealth

Louis Koay is a hybrid financial advisor and trading representative. He graduated from the NUS with First Class Honours and is a CFA charterholder. He is also an Associate Wealth Planner certified by FPAS. He regularly conducts seminars at public libraries and at various financial education companies to empower aspiring investors with practical investing skills.

  • Date/Day: 26th Apr 2018, Thursday
  • Time: 7:30pm - 9.30pm
  • Venue: NAV Hub, 45 Tras Street (S078984)
  • Class Size: 40 max
  • Fee: (Inclusive of 7% GST): $10 nett (Payable via DBS PayLah! QR code)