• "The Premier Wealth Management Organization."

MISSIONS

To Serve Our Clients To Achieve Lifetime Financial Success To Provide Our Clients With Systematic Methodological Financial Planning Processes To Make Financial Planning Simple For Our Clients With Proven Financial Assumptions And Predictable Solutions To Provide Our Clients With World Class Products & Services To Serve Our Clients Through Our Competent Advisors To Provide Our Advisors With Proper Business Structure And Processes To Serve Our Client Professionally & Profitably To Be Accountable To Our Stockholders’ Investment & To Generate A Fair Profit

ABOUT IPP WEALTH PLANNERS

PIONEER IN COMPREHENSIVE FINANCIAL PLANNING
IPP was founded in Singapore in 1984 to provide Comprehensive Life Insurance, Investment Planning and Investment Advice. Our clients are affluent business executives, professionals and business owners.

QUALIFIED STAFF
IPP is staffed by a team of qualified Financial Advisors focusing in the area of comprehensive life insurance, investment and financial planning. Our Advisors 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.

Principal Members of the IPP Financial Services Holdings Group

SINGAPORE
IPP Financial Services Holdings Limited
Chairman: Wee Tiong Howe

IPP Wealth Planning Services Pte Ltd
Financial Services Brokerage

IPP Financial Advisors Pte Ltd
Financial Planning, Training & Consultancy

Platform Financial Planning Services (PFP)
Written Financial Plans, Training & Consultancy

IPP Capital Advisory Pte Ltd
Licensed Investment Advisor & Dealer

IPP Capital Management Pte Ltd
Private Portfolio Management

IPP Advisors.com Pte Ltd
Financial Services Platform Provider

Trust One Pte Ltd
Will Writing Franchiser

MALAYSIA
IPP Advisors Sdn Bhd
Financial Planning, Training & Consultancy

IPP Wealth Planners Sdn Bhd
Financial Planning Recruitment & Training