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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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PAST EVENTS AT IPP
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Event FINANCIAL SUCCESS SEMINAR
Date SATURDAY 2ND AUG 2008
Time 10.30 am - 12.30 pm
Venue IPP Office
Fees By Invitation Only
Registration Call Lina at to register +603-7880-3333
(CLOSED)

Event THE GLOBAL WEALTH MANAGEMENT
Date Every Wednesday of April 2007
Time 10.00 am - 12.00 pm
Venue IPP Office
Fees By Invitation Only
Registration Call Margaret or Mala at our office Tel No. 03 - 2161 0688
(CLOSED)

Event THE CORPORATE WILL
Date Every Wednesday of March 2007
Time 10.00 am - 12.00 pm
Venue IPP Office
Fees By Invitation Only
Registration Call Margaret or Mala at our office Tel No. 03 - 2161 0688
(CLOSED)

Event THE TRUST
Date Every Wednesday of February 2007
Time 10.00 am - 12.00 pm
Venue IPP Office
Fees By Invitation Only
Registration Call Margaret or Mala at our office Tel No. 03 - 2161 0688
(CLOSED)

Event THE WILL
Date Every Wednesday of January 2007
Time 10.00 am - 12.00 pm
Venue IPP Office
Fees By Invitation Only
Registration Call Margaret or Mala at our office Tel No. 03 - 2161 0688
(CLOSED)

Event MEP program
Date Saturday - 6 January 2007
Time 9.30 am - 1.30 pm
Venue IPP Office
Fees By Invitation Only
Registration Call Margaret or Mala at our office Tel No. 03 - 2161 0688
(CLOSED)



IPP is honored to sponsor and pleased to invite you and your friends to our Evening Tea Talk / Presentation detailed as follows:-

Session 1 : (Auditors, Company Secretaries & Business Consultants)
Date Wednesday, November 8, 2006
Time 4.30 pm - 5.15 pm
(Offshore Companies, Trust and Foundation for Wealth Preservation Strategies - Peter Tay)

5.15 pm - 6.00 pm
(Global Wealth Management & Private Clients Advisory. - MW)

Session 2 (All Potential Investors)
Time 6.30 pm – 7.00 pm
(Registration & Light refreshments)

7:00 pm – 9:30 pm
(Presentation)

Venue Prince Hotel
Jalan Conlay, Kuala Lumpur
(Behind Eden Seafood Restaurant, Jln Raja Chulan)
Speaker Mr. Michael Wong, Sr. Partner, IPP Financial Advisers Pte Ltd
Mr. James Cheong, Sr. Partner. IPP Wealth Planners Sdn Bhd
Topic Investing Globally – The time is NOW
Alternative Investments – A MUST for Diversification
(CLOSED)

Event Investing Globally - Crisis or Opportunity
Alternative Investments - A must for All
Date 5/7/06, Wednesday
Time 6.30 pm - 10.00 pm
Venue Tropicana Golf & Country Resort
Greens II
Fee RM25.00 per person
Registration Call Margaret or Mala at our office Tel No. 03 - 2161 0688
(CLOSED)

Event IPP's Entrepreneur Programme
Date 8/7/06 & 15/7/06
Time 9.30 pm - 1.30 pm
Venue IPP Wealth Planners Sdn Bhd
No. 5-7, 5th Floor,
Wisma UOA II Lobby B,
21, Jalan Pinang,
50450 Kuala Lumpur
(CLOSED)

Event IPP's Entrepreneur Programme
Date 04/03/06, 18/03/06, 25/03/06, 01/04/06 & 08/04/06
Time 9.30 AM - 6.30 PM
Venue IPP Wealth Planners Sdn Bhd
No. 5-7, 5th Floor, Wisma UOA II Lobby B,
21, Jalan Pinang, 50450 Kuala Lumpur
Deposit By Invitation Only
Organized By IPP Wealth Planners Sdn Bhd
(CLOSED)

Event IPP Entrepreneur Programme
Date 25/06/05, 02/07/05 & 23/07/05
Time 9.30 AM - 6.30 PM
Venue IPP Wealth Planners Sdn Bhd
5-7, 5th Floor, Wisma UOA II Lobby B,
21, Jalan Pinang 50450
Fees By Invitation Only
Organized By IPP Wealth Planners
(CLOSED)

Event IPP Comprehensive Financial Planning Seminar
Date 28/05/05, Saturday
Time 10.00 AM - 1.00 PM
Venue Bankers Club,
Amoda Building,
Jalan Imbi, KL
Fees By Invitation Only
Organized By IPP Wealth Planners
(CLOSED)

Event IPP Entrepreneur Programme
Date 04/03/05, 11/03/05, 18/03/05, 02/04/05, 09/04/05 & 16/04/05
Time 9.30 AM - 6.30 PM
Venue IPP Advisors Sdn Bhd
5-7, 5th Floor, Wisma UOA II Lobby B,
21, Jalan Pinang 50450
Organized By IPP Wealth Planners
(CLOSED)

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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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