Professional Services

Kim Peng works in the largest and most established Independently-Owned Financial Advisory Organisation in Singapore. We offers the unique advantage of being a One-Stop Service Centre for a comprehensive selection of financial instruments. As a multi-product provider platform, we can offer a wide-ranging suite of financial instruments for our clients.

Our Professional Services Range includes:-

  1. Comprehensive Financial Planning & Report Writing
  2. Wealth Protection and Insurance Planning
  3. Wealth Accumulation and Retirement Planning
  4. Wealth Management and Investment Planning
  5. Wealth Distribution and Legacy Planning
  6. Business Continuity and Succession Planning
  7. Corporate Financial Services for Companies and Business Owners

For the Full Range Financial Services offered, please click here

 

Every individual will have differing needs, Choose from 4 different options to begin your Financial Journey with us.

  

Scenario 1: I’m Totally Lost! Please Help Me!  

Click here to find out the various Financial Education schemes.

 

Scenario 2: I roughly know what I want, but I want a 2nd Opinion. 

Click here to find out how you can receive Financial Advice.

 

Scenario 3: I bought some plans in the past and I want a review of my current status. 

Click here to find out how you can arrange for a Financial Review.

 

Scenario 4: I’ve done my own planning and I know what products I need. I just need the latest quotes from various brands.

Click here to find out how you can have a Product Comparison Discussion with us.

 

To book an apointment with Kim Peng, please email to kimpengpa@ippfa.com to indicate your area of interest.

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