How To Achieve Financial Freedom

Planing for financial success
Defining your need
List what you want to accomplish
How IPP can help you
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What does an IPP Financial Advisor do?

A Financial Advisor does not replace your lawyer, accountant or anyone else with whom you have a professional relationship. Instead, he or she works with them and coordinates the planning process.

The IPP Financial Advisor studies your investment needs and can either implement investment programs or coordinate efforts with your broker to ensure you have the advantage of the best vehicles to meet your goals.
Read more about IPP Financial Advisors...

Make your career as an IPP Financial Advisor Now!

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UP & COMING EVENTS AT IPP
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Event FINANCIAL SUCCESS SEMINAR
Date SATURDAY 13TH SEPT 2008
Time 10.30 am - 12.30 pm
Venue IPP Wealth Planners Sdn Bhd
127b SS25/2 Kelana Jaya
(opposite Kelana LRT Stn)
Fees By Invitation Only
Registration Call Lina to register +603-7880 3333
Register now!
 

Make your career as an IPP Financial Advisor Now!


Six steps in financial planning process

1. Establish a Client-Planner Relationship
 
2. Client Data Gathering and Defining Goals & Objectives
 
3. Analysis of Current Financial Plan
 
4. Development of Comprehensive Financial Plan
 
5. Implementation & Execution
 
6. Periodic Review & Update
 

How to get started!

 
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