IPP offers clients-centric financial advice

Knowing there is a need to do sound financial planning is only the first step in getting your future secured. Finding a good financial advisory company is the next big step to getting half the battle won.

It is of utmost importance to research and find the best representative to handle your future.

Handing over your finances to a stranger to plan may seem unsettling but at the IPP Financial Advisers Pte Ltd, you know you are in good hands as they pride themselves on being the number one independently owned financial advisory company in Singapore.

IPP Financial Advisers Pte Ltd was founded in 1983 and has since grown to have more than S$2 billion in assets under the advisory. Their financial consultants consist of people with experience in investment, life insurance, private banking, estate planning, financial, taxation, economics, accounting and other financial services to adequately offer sound and accurate advice to their customers.

Besides improving their financial planning systems and models over time, they continuously evaluate the financial environment for quality investment products and services to help their clients plan and invest for success.

Over at IPP, customers can see results clearly as the company’s key strengths are in helping clients translate their goals and dreams into a personalised wealth report with quantifiable, measurable financial objectives. They gather data to pinpoint the stage they are in, and put in place a timeline with actionable steps to guide them to where they want to be in the future. This creates a reachable target for customers and makes it easier for them to actualize their ultimate goal.

IPP Financial Advisers Managing Director Tony Ong said “in IPP, we rely on collective wisdom rather than rugged individualism.” Despite the economic downturn, the company managed to be profitable and has been ranked as Singapore SME500 in 2009 and 2010.

“Most people are used to buying products rather than seeking advice. It will take time to transit from product purchase to financial advisory, but through educational initiatives by the Monetary Authority of Singapore and the media, we will slowly get there,” said Mr. Ong. He believes IPP will always play a significant part in raising public awareness in the benefits of having financial advisers.

IPP focuses on four areas of planning: wealth protection, wealth accumulation, wealth management and wealth distribution. It is strategically located in Singapore and Hong Kong to serve the Asian marketplace. Mr. Ong said the company invests heavily in advanced technology to stay connected with valuable clients.

“IPP serves clients living in a global village, and connectivity is vital for client-planner relationship,” he emphasized.

The IPP also places importance on the integrity of their business because they feel no one’s bottom line is more important than the bottom line of their clients.

Consumers can rest assured because as part of the IPP’s mission statement, they hope to invest in quality people who can provide quality advice and work with the best in the industry. They also hope to be the premier planning services organization in Singapore and affluent Asian cities.

The trends in financial services are greater disclosure requirement and transparency in every transaction. IPP is not a product manufacturer hence is in a privileged position; our strength is in our robust, unbiased products selection process – selecting the best to meet the needs and wants of our valued clients.

In IPP, we are committed to deliver the 5 desired outcomes of the “Fair dealing guidelines” introduced by MAS, first being clients centric culture in the organisation. Without our valued clients, we are nothing.

We are in an expansion phase in recruiting suitable financial consultants so that more clients can benefit from our clients centric financial advice.

The Future Is Bright with IPP. IPP is vibrant, confident and forward looking - always in motion... The ‘dove in flight’ logo symbolizes financial freedom, investment, growth and performance.

The dove symbolises movement, peace and the spirit of God.

The colours blue, white, gold and red represent royalty, honesty, purity and integrity.
The outstretched wings and tail signify a bright shining star in the sky guiding your path as you advance into the 21st century.