How To Achieve Financial Freedom

Planing for financial success
Defining your need
List what you want to accomplish
How IPP can help you
Get started


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!

   Home   Vision    Events   Why FP    The Team   Contact Us
THE TEAM (Singapore)
The management team comprises a group of elite professional who are highly regarded in their respective fields.


Wee Tiong Howe - CLU, ChFC, FLUA - Chairman

As the founder of IPP Organisation in 1984 Mr. Wee has more than twenty years experience at the helm of comprehensive life insurance, investment, financial planning and financial service advisory organizations. Mr. Wee built one of the largest life insurance professional teams for Prudential, and was the first to gain Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations in the region. Mr. Wee was President of Life Underwriters Association of Singapore, and Inaugural Chairman of the Asia Pacific Life Insurance Council.

Tiong Howe has spoken at life insurance and financial planning conferences and seminars throughout the Asia Pacific region. He is an innovator and pioneer in Advanced Life Insurance Sales and Comprehensive Financial Planning.

He is currently president of the newly formed Society of Financial Service Professionals, Singapore [the equivalent of the American Society of Financial Service Professionals (formerly known as the American Society of CLU/ChFC)].

He is recognized as an Honored member of the international Association for Financial Planning (presently renamed ICFP).


Kevin Wilkinson - Chief Executive Officer

Hails from a career in banking, with Standard Chartered and Hill Samuel (now part of Lloyds TSB). Before joining IPP he spent ten years establishing Hill Samuel’s private banking business in Singapore and Malaysia. Mr. Wilkinson is an Associate of the Chartered Institute of Banker’s a Chartered Financial Consultant.


Peter Foo - Actuary

Peter Foo has more than twenty years experience in the life insurance and financial industry. In his former General Manager and Actuary capacity in a leading life insurance company, Mr. Foo has managed many successful developments and the launches of a wide portfolio of life insurance and investment - linked products. In addition to being an Adjunct Associate Professor at NTU, Mr. Foo is also President of Lomma Consultant, and Managing Director of Trust Alliance, a financial planning organization


Albert Lam - Fund Manager

  • Head, Investment Division
  • Managing Director of IPP Capital Management
  • Widely followed analyst
  • More than a decade in investment products and services, including property financing, stock analysis, fund management and investment advisory
  • Bachelor of Arts in Economics, York University, Canada
  • One of the first in Asia to develop a selection process for Hedge Funds





      
 

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!

 
 Home |  About IPP |  Events |  Why Financial Planning |  Six Steps in FP process |  IPP Consultants
 Career with IPP |  Meet The Team |  Capital Watch |  Feedback from you |  Contact Us

Copyright© IPP Wealth Planners Sdn Bhd @2003 - 2006. All Rights Reserved.
Contact : enquiry@ipp.com.my

Website by Altruism Technologies