VISION
To be the premier financial planning advisory company in Singapore and Asia Pacific, providing our clients excellent financial advice and services.
IPP is a licensed financial advisory company serving high net worth and high-income top executives, professionals and business owners/entrepreneurs in Singapore and the Southeast Asian region in the areas of Estate Planning, Life and Health Insurance Economic Life Planning, Key Owner/Executive Life Insurance and Business Continuation Planning, Comprehensive Financial and Investment Planning and other Financial Services.
Headquartered in Singapore, with an associate office in Hong Kong, the organisation upholds high standards of professionalism through its nearly 600 financial adviser representatives (FAR) and staff – specialists in investments, life and health insurance, retirement planning, estate and legacy planning, business continuation planning, keyowner/executive insurance, employee benefit planning, global funds, alternative investments, global property funds, health insurance and long-term care and comprehensive financial planning.
IPP has developed proven processes, systems and financial planning methodologies to advise and counsel clients on planning their financial future to achieve financial independence as well as lifetime financial security and success.
OUR HISTORY
As Singapore’s first comprehensive financial planning company
IPP was founded as a financial advisory company in 1983 by Wee Tiong Howe, at the time a leading distribution manager of a multinational insurance company.
Staffed with the most professionally and academically qualified financial planning and life insurance professional advisers in Singapore and the region, IPP quickly grew to become a renowned and trusted financial advisory.
In 1986, the Securities Industry Act was introduced in Singapore. Two years later, IPP gained its Investment Adviser License, becoming one of the first non-bank licensed investment advisers. Following the introduction in 2002 of the Financial Advisers Act (FAA) to provide a legal framework for an integrated license for advisory services in life insurance and securities, the IPP businesses were integrated into a complete financial planning business.
As an independently owned Licensed Financial Adviser, IPP quickly grew to become one of the leading financial advisory businesses in Singapore and the region. In 2006, IPP acquired the necessary dealing and advisory licenses to deal in securities and life insurance with the Hong Kong Monetary Authority.
OUR FOUNDER
Wee Tiong Howe became the first professionally accredited financial planning professional in the region, being conferred the prestigious Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College of Financial Services, Bryn Mawr, Pennsylvania in 1983 and 1985 respectively.
