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An accountant by qualification, James is a Senior Partner of IPP Wealth Planners Sdn Bhd.
He is a strong believer and practitioner of Comprehensive Financial Planning for both Business Owners & Individuals.
James's clients profile consist of middle and high-income earners which includes professionals and business owners.
For Business Owners, the emphasis is on
- Business continuation / succession
- Net asset value conservation
- Profit protection
- Corporate Loan Cancellation
- Key-staff retention scheme.
In the area of Personal Financial Planning, James focuses on:-
- Planning for Financial Independence
- Wealth Management and Asset Allocation
- Wealth Accumulation and Retirement Planning
- Wealth Protection
- Wealth & Inheritance Planning.
Articles Contribution
James contributes articles on the subject of Financial Planning and Insurance Planning for the company's magazine "Success with OAC"; "Money Matters" of Malay Mail and Oriental Press.
Training / Public Seminar Skills
As a Certified Financial Planner (CFPTM), James is currently a key-lecturer in IMS, Kolej Kasturi & Impact Consultancy specializes in CFPTM (Certified Financial Planning) program.
James is also a platform speaker in the OAC Insurance's functions & conventions. He also speaks for other Insurance companies. In 1998, James was voted as the Master Club Field Trainer of the Year.
He conducts Financial Planning workshop regularly. They include Malaysian Secretaries Conference (MSC) 2003; Alumni Associations Malaysia and Corporations (in-house).
Business Practice Philosophy
"If BEST is possible, Good is not enough"
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