+65 8606 1303
SERVICES
COMPREHENSIVE WEALTH MANAGEMENT
Providing a detailed and holistic review of your current financial situation, alongside your financial objectives and priorities. With our systems in place, we develop actions steps and provide solutions for you to reach those goals.
INVESTMENT MANAGEMENT
Backed by a team of investment specialists, we structure a portfolio based on your specific financial objectives and risk profile. Advisory matters include but are not limited to asset allocation, investment selection, Alternative Investments, regular savings opportunities and risk mitigation, as well as portfolio optimization, monitoring and rebalancing.
RISK MANAGEMENT
Constructing a risk management plan and insurance portfolio for you, to ensure that unforeseen circumstances are taken care of. Advisory matters include but are not limited to Life Insurance, Health Insurance, Critical Illness Insurance, to cater to aspects of income replacement and cost management.
ESTATE PLANNING
Estate planning ensures that your wealth is seamlessly passed on to future generations according to your wishes.
We work with legal professionals to keep your estate plan up to date through changing economic and family circumstances, protecting the assets you wish to leave to your beneficiaries.
Supported by a comprehensive range of strategies and solutions, we will advise on assets, property ownership, wills and trusts to ensure that you leave a lasting legacy. *
RETIREMENT PLANNING
We sit down with you and assess your current financial status, taking into account the passive income generated from your other investments and the kind of lifestyle that you want to lead in your golden years, and will recommend a strategy to ensure that your retirement goals are met.
CORPORATE RISK MANAGEMENT
Development of a comprehensive employee benefit plan that includes group life, disability, health and medical insurance. We also advise in the areas of efficient tax and gratuitous compensation planning, as well as share schemes and options for key employees and senior management.
* IPP Financial Advisers Pte Ltd is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Precepts Group, or any of its subsidiaries or its affiliates. Will/estate/tax planning services are not provided by IPP Financial Advisers Pte Ltd and is not part of the Financial Advisory Services provided by IPP Financial Advisers Pte Ltd. The official Precepts Group website can be found at www.preceptsgroup.com