WHO ARE WE?
Personal Financial Advisory
Transforming Life
ACCOMPLISHMENTS
Achieve your fullest financial potential with assurance and clarity. With IPPFA, discover comprehensive financial planning the way it should be. Built for you. With your needs in mind. We believe in being here for you at every step of your personal financial journey. Our consultants specialise in developing impactful wealth strategies and identifying effective solutions.
WHO ARE WE?
Personal
Financial
Advisory
Transforming Life
ACCOMPLISHMENTS
Achieve your fullest financial potential with assurance and clarity. With IPPFA, discover comprehensive financial planning the way it should be. Built for you. With your needs in mind. We believe in being here for you at every step of your personal financial journey. Our consultants specialise in developing impactful wealth strategies and identifying effective solutions.
WHAT DO WE DO?
Financial Advisory
SERVICES
START SOMETHING
WITH NO END
Sustain your wealth and leave a legacy. The achievements you earned today are the foundations on which future generations will build on. At IPPFA, we develop comprehensive plans to ensure your legacy continues to flourish. Our financial planners help you preserve wealth while continuously seeking opportunities for further growth.
OUR APPROACH
TAILORED TO FIT
When it comes to your life goals, you want a partner who is not only equally committed to your vision but who has the experience and knowledge to help you realise your dreams. At IPPFA, our well-founded models and processes have stood the test of time and have been an integral part of countless success stories. We are constantly seeking to improve our systems and fine tune our models for the sake of our clients.
OUR PLANNING PROCESS
We believe that much of what you are able to achieve financially in this lifetime is highly dependent on the wealth strategies that you adopt. That is why our advisers take great care with its formulation for your success. It is in our DNA and we have been unrivalled in this regard since 1983. We employ a six-step financial planning process around wealth accumulation, wealth management, and wealth distribution.
OUR APPROACH
TAILORED TO FIT
When it comes to your life goals, you want a partner who is not only equally committed to your vision but who has the experience and knowledge to help you realise your dreams. At IPPFA, our well-founded models and processes have stood the test of time and have been an integral part of countless success stories. We are constantly seeking to improve our systems and fine tune our models for the sake of our clients.
OUR PLANNING PROCESS
We believe that much of what you are able to achieve financially in this lifetime is highly dependent on the wealth strategies that you adopt. That is why our advisers take great care with its formulation for your success. It is in our DNA and we have been unrivalled in this regard since 1983. We employ a six-step financial planning process around wealth accumulation, wealth management, and wealth distribution.
What sets us apart
What sets us apart
Established Expertise
With over 40 years in the financial advisory industry, IPPFA is a trust leader backed by decades of proven experience.
Experienced
Team
Our team includes more than 350 highly qualified Financial Consultants with extensive industry knowledge, ready to provide expert guidance.
Client Trust & Asset Strength
We proudly serve a wide array of clients and advise on over SGD$2 billion in assets, demonstrating our clients’ enduring trust.
Customer-Centric Approach
We treat each client like family, building relationships that span generations and prioritizing their unique needs.
Commitment to Integrity
IPPFA upholds the highest ethical standards, fostering a culture of integrity and trust across all client relationships.
Hear What Our Customers Say About Us
IPP’s team (a big shout out to Elena) is incredibly knowledgeable and supportive, guiding me through every step and answering any questions I had. I am confident in IPP’s ability to help me achieve my financial goals. Highly recommended!
Sarah Kim
Thank you IPP Financial Advisers for taking care of your clients’ interests, particularly Pei Ling. She understood my wants, simplified terms for easy understanding and provided the right solution to suit my needs. A reliable consultant that should be commended for her thoughtfulness!
Sylvia Quek
Isaac is a prompt and dedicated consultant who consistently delivers top-notch customer service. I highly recommend his services.
Serene Lim
Siwei is the best consultant I ever met and worked with. She always has my best interests at heart and has managed my portfolio very well! Highly recommended when you want a consultant that always offer the best solution that suit you the most in the market and at the same time, be there for you!
Francis Loh
Jiaqian provided exceptional financial guidance, offering a clear, tailored strategy that exceeded my expectations. His expertise, professionalism, and attention to detail were remarkable, making complex financial decisions easy to understand. I highly recommend him for anyone seeking reliable and effective financial consulting.
Dennis Li
Alex Ang has been forthcoming with financial advice since I’ve engaged him about 8 years ago. Very friendly and efficient when it comes to enquiries and policy details. He also initiates regular meetings to review the investment and policies, which helps me with planning my own future.
Jamie Kao
I love and enjoyed my consultant, Chua Pei Ling’s service and efficiency to help me with my portfolio, managing my funds and overview of all my health insurance Coverage. Superwoman who is always there to help me when I have questions and whenever I issues she is always there for me! ❤️😍❤️ Thank you so much for the superb service!
Joanne Lim
Knew Qiaoru through a close recommendation. She’s one of the rarest few consultants I have spoken to who really could explain well to clients. Very approachable, always generous to share and advise sincerely!
Polkamoo G
Recruitment
Unlock your potential in the financial industry with us and take the first step towards making your dreams a reality. Here, you will learn from the best minds in the field, gaining invaluable knowledge and experience that will set you on the path to success. Enjoy the freedom to innovate, the fulfillment of achieving your career goals, and the excitement of making a real impact. We believe that if you never try, you’ll never know how far you can go. Join us and be led by the right people who are dedicated to guiding you to success. Your journey to greatness starts here!
Frequently Asked Questions
Financial Planning FAQ
Q: What does a financial adviser do?
A: In the context of Singapore, a licensed financial adviser is allowed to conduct regulated activities under the Financial Advisers Act (FAA). This includes helping clients develop wealth accumulation, protection, and management strategies through comprehensive planning and meticulously curating services. Financial advisers like IPP Financial Advisers are represented by Financial Adviser Representatives (FAR).
Q: What is financial planning and how does it work?
A: Financial planning is the process of working out your short- and long-term financial goals, such as raising a child, owning a house, or retirement, and what you can do to achieve that. Financial planning also takes into account planning for unforeseen circumstances that could affect your ability to achieve your financial goals. You can chart out your financial plan yourself or engage the help of a professional adviser.
Q: What is the first step to financial planning?
A: Besides knowing your financial goals, the first step to financial planning is to understand your current financial situation, such as the total available liquid assets you have for investing. This can be a complicated process, but advisers at IPP Financial Advisers will be able to help you out.
Q: What are the objectives of financial planning?
A: The purpose of financial planning is to develop a workable action plan to achieve your financial goals. These can be short-term investment goals, or long-term goals, such as saving for a child’s education, a home, or your retirement. Other aspects of financial planning include portfolio optimization, insurance planning, or legacy planning. Having a solid financial plan will provide you with financial stability and peace of mind.
Q: What is the difference between financial planning and wealth management?
A: Both financial planning and wealth management have many similarities, but while financial planning encompasses a more holistic approach to achieving your financial goals, wealth management is more focused on managing your existing assets. This includes protecting, growing, and preserving your wealth.
Q: When do you need a financial adviser in Singapore?
A: A financial adviser can be beneficial at just about any point in life. Some experts say it makes the most sense to hire a financial adviser once you’re able to start saving a significant portion of your income. Others say a good time to engage a financial adviser is when you’re at a crossroads in life, experiencing a major change in your life, or unsure of the direction you want to take. Here at IPP Financial Advisers, we can help you at any stage of life—regardless of your situation.
Q: What fees does a financial adviser charge?
A: Different products usually have different types of fee structures. The costs and fees of financial advisory services can vary greatly depending on your stage of life, the size of your portfolio, and the specific services you need most. Reach out to an IPP Financial Adviser representative to get an idea of how much these services will cost.
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