PERSONAL FINANCIAL ADVISORY
TRANSFORMING LIFE
ASPIRATIONS INTO
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 financial advisers specialise in developing impactful wealth strategies and identifying effective solutions.
PRIVATE WEALTH MANAGEMENT
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.
ADVISORY PANEL
COMMON
MISCONCEPTIONS
ABOUT RETIREMENT
BY ALEX ANG, SARAH KHOO,
GENEVIEVE SHEE
FINANCIAL ADVISER INSIGHTS
DETERMINATION MET WITH
PASSION
When you plan with IPPFA, your considerations take precedence. Meet the team of professionals dedicated to your brand of success. Read their stories and learn from shared insights and compelling case studies. Hear from financial professionals with real passion on topics that range from tips for building a robust financial portfolio to understanding supplemental retirement schemes in Singapore.
DECISIVE PLANS
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 APPROACH
OUR PLANNING PROCESS
PROVEN PROCESS &
STRATEGIES
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.
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EAGLE EYE
OUR MODEL PORTFOLIO
When it comes to your life’s work, you want the assurance and commitment that expertise borne from decades of experience brings. IPPFA’s Eagle Eye Model Portfolio adds that layer of assurance you need to ensure your portfolio performs optimally. Its various risk portfolios have outperformed their corresponding benchmarks.
BUSINESS ADVISORY
A TRUSTED BUSINESS
PARTNER
IPPFA works alongside business owners, providing advice to directors, CEOs, and members of senior management at professional practices of all shapes and sizes in Singapore and beyond. We offer business continuation planning, employee benefit planning, investment planning, macroeconomic analysis, and more.
A LEGACY OF
FORESIGHT
Since 1983, our steadfast commitment to your vision has remained unchanged. What initially began as simply wanting to do better has blossomed into an unrivalled breadth of solutions specifically curated with your needs in mind. We uphold high standards of professionalism through nearly 600 financial adviser representatives (FAR) and staff in Singapore.
ABOUT US
FINANCIAL PLANNING FAQ
What does a financial adviser do?
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 service. Financial Advisers like IPP Financial Advisers are represented by Financial Adviser Representatives (FAR).
What is financial planning and how does it work?
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.
What is the first step to financial planning?
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 our advisers at IPP Financial Advisers will be able to help you out.
What are the objectives of financial planning?
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 optimisation, insurance planning or legacy planning. Having a solid financial plan will provide you with financial stability and a peace of mind.
What is the difference between financial planning and wealth management?
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.
What is the difference between wealth management and asset management?
Asset management is primarily concerned with managing investments, and is a part of wealth management. Wealth management encompasses asset management, but also includes legacy planning, philanthropic giving and more.
When do you need a financial adviser in Singapore?
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.
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