The Expert Navigator Raymond Wong likens the role of an adviser to that of a GPS. “Like how the GPS provides people with the optimal routes to their destination, I help my clients navigate the best paths to financial well-being and achieve lifetime financial success,”...
Every Client, Treated as Family Liew Jiewei Jerry, an adviser at IPPFA, specialises in insurance and investment financial planning services. Since he joined the company in 2014, one key motto Jerry has lived by is to plan for his clients as he would for his own family...
The ‘Family’ Man Raymond Tan is passionate about helping families achieve better quality of life and assurance of their financial well-being through holistic financial planning. A Financial Services Manager at IPPFA, he specialises in wealth advisory for...
Enabling Retirement Dreams Versatility. Agility. Adaptability and calmness in the face of big change. Former military man Alex Poon brings along many traits honed during his army days to help his clients secure their financial well being. From systematic problem...
The Financial Wellbeing Architect “I find it very empowering to be able to tell someone at a certain age, that he can choose to stop work if he wants to,” says Patsy Khoo. Patsy is passionate about helping her clients find the right amount of financial protection they...
