How To Achieve Financial Freedom

	Planning for financial success
	Defining your need
	List what you want to accomplish
	How IPP can help you
	Get started

What does an IPP
Financial Practitioner do?

A Financial Practitioner
does not replace your lawyer, accountant or
anyone else with whom you have a professional
relationship. Instead, he or she works with them and coordinates the planning process.
Read more about IPP Financial Practitioners...

ABOUT IPP FINANCIAL ADVISERS

PIONEER IN COMPREHENSIVE FINANCIAL PLANNING
IPP was founded in Singapore in 1983 to provide Comprehensive Life Insurance, Investment Planning and latterly Investment Advice in 1988. Our clients are affluent business executives, professionals and business owners.

QUALIFIED STAFF
IPP is staffed by a team of qualified Financial Practitioners focusing in the area of comprehensive life insurance, investment and financial planning. Our Advisers consist of people from diverse backgrounds such as investment, life insurance, banking, financial, accounting, taxation, economics, engineering and other financial services.

CREATIVE FINANCIAL & INVESTMENT PLANNING
IPP creates practical and effective models to help clients at different stages of their financial life cycles. These financial models are tools designed to help our clients understand and crystallize their desired financial goals, investment and estate plan. Clients with different risk profiles are encouraged to take necessary decisions that suit their investment and financial plans.

ECONOMIC FINANCIAL FORECASTING
IPP continually makes financial analysis of the global business and financial markets. We are supported by global fund managers, security houses, research organizations and major financial newsletters.

QUALITY PRODUCTS AND SERVICES
IPP works closely with reputable financial institutions. We evaluate alternative products and services from these institutions and recommend specific products and services to meet our client’s financial objectives.

COOPERATION WITH OTHER PROFESSIONALS
IPP works closely with other successful professionals in providing financial services to our clients. These professionals include accountants, bankers, lawyers, tax advisors, investment, property and insurance specialists.

CLIENT SERVICE PHILOSOPHY
The IPP organization is innovative. We believe in continuous professional, technical and educational development – always improving our financial planning systems and models, and evaluating the financial environment for quality investment products and services to help our clients plan and invest for success.

IPP Financial Services Organisation

IPP Provides the following Financial Planning and Advisory Services
for Individuals and Businesses:

Wealth Protection & Economic Security Planning
Wealth Accumulation & Retirement Funding
Wealth Management & Asset Allocation Planning
Wealth Distribution & Estate Planning
Medical & Health Insurance
Life & Disability Insurance
General Insurance
Employee Benefit Planning
Key Executive Finance Planning
Business Continuation Planning
Unit Trusts & Global Investments
Private Client Wealth Management
Wills & Estate Planning
Comprehensive Written Financial Plan

Six steps in financial planning process