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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IPP FINANCIAL SURVEY

Provide us the answer to this survey and it entitles you to a seminar worth RM100.00 plus door gifts! (for Klang Valley Only.)

The information collected and maintained in this survey shall be kept in the strictest confidence and shall not be disclosed to anyone without the express consent of the information provider. IPP reserves the rights to allocate participants to other seminars the company deems suitable.

( * - Required Field )
Attention
(Name of IPP Financial Advisor that you want to attention to. )
Your Name *
Profession *
Address
Postcode
Country *
Telephone (Office)
Telephone (Home)
Mobile Phone
Email *
Marital Status Single Married
Number Of Children
Age Group
Rank in terms of your own priorities, the importance of adequate funds to do the following:
1. Wealth Protection & Insurance Planning,
Medical, Life & Comprehensive Risk Planning
Very Important
Important
Unimportant
2. Wealth Accumulation & Retirement Planning,
Investment Planning
Very Important
Important
Unimportant
3. Wealth Management & Asset Allocation Very Important
Important
Unimportant
4. Wealth Distribution Estate Planning
Islamic Wealth Distribution Estate Plan
Trust Planning
Make Charitable Gifts
Very Important
Important
Unimportant
5. Planning For Financial Independence & Success Very Important
Important
Unimportant
6. Children Education Planning
Juvenile Protection Planning
Very Important
Important
Unimportant
7. Maintain & Improve Standard Of Living,
Protecting Self & Family From Major Medical Crisis
Very Important
Important
Unimportant
8. Minimise Tax Liability Very Important
Important
Unimportant
9. Develop a Written Financial Plan Very Important
Important
Unimportant
10. Home Ownership / Mortage Management Very Important
Important
Unimportant
11. Business Continuation Plan
Business Loan Indemnity Plan
Business Keyman Indemnity Plan
Business Networth Protection Plan
Selective Executive Incentive Plan
Very Important
Important
Unimportant
Other Objectives
Please Contact My Friends
I would like to be a Financial Advisor with your organization.
I would like to attend a Financial Planning seminar with your organization.
I would like to attend a Personal and Business Succession Planning seminar with your organization.
              
Thank you very much for your time! Please remember to fill in the correct contact information for us to register you to the seminar!





      
 

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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