Enjoy the unique advantage of having a One-Stop Service Centre for a comprehensive selection of financial instruments. With a multi-product provider platform, we can offer a wide-ranging suite of financial instruments for every client. These are some of the financial services offered:-
Comprehensive Financial Planning & Report Writing:
- Customised Financial Report – A Comprehensive Financial Report specially tailored for the individual based on one’s unique financial situation and personal life goals.
- Included in the Financial Report: -
- Profiling of Personal Financial Statements e.g. Statement of NetWorth and Cashflow Statement
- Assessment of Current Financial Status with Internationally-Recognised Benchmarks
- Insurance Portfolio Analysis and Review
- Investment Portfolio Analysis and Review
- Wealth Protection and Personal Risk Management Planning
- Wealth Accumulation and Retirement Planning
- Children’s Tertiary Education Planning
- Specific Needs Planning e.g. Property Purchase, Planning for Special Needs Dependents, etc
- Personal Tax Planning
- Wealth Distribution and Legacy Planning including Wills and Trusts
- The Financial Report Process include Designing Financial Strategies to achieve your life goals and Implementing chosen products with respective product providers.
- This Report is written for a professional fee or minimum investment.
Wealth Protection and Insurance Planning:
- Medical Insurance – Enhance your medical cover with choices from more than 10 Medisave-approved Integrated Shield Plans that covers up to 100% of your medical bills.
- Disability Income Insurance – Protect up to 75% of your income with only 2-3% of your income.
- Long-Term Care – Receive an Income for Life when unable to perform 3 out of 6 Activities of Daily Living.
- Annuities – Receive a Rising Guaranteed Income for Life using CPF or Cash.
- Life Insurance – Choose from more than 200 Basics plans with almost 100 possible riders from 12 Life Insurers including AIA, NTUC, AXA, AVIVA, Manulife, UOB Life, etc to construct your Insurance Portfolio.
- General Insurance – 23 General Insurers for plans like Travel Insurance, Motor Insurance, Fire Insurance, etc.
Wealth Accumulation and Retirement Planning:
- Child’s Education Savings Endowment– Get the Best Returns for every premium dollar invested. Select plans from up to 12 insurance companies including NTUC, TM Asia, Manulife, HSBC Insurance, UOB Life, to optimise your savings for your kids’ education.
- Unit Trusts – More than 500 unit trusts funds from more than 40 Fund Houses including Aberdeen, AIG, DBS Asset Management, Franklin Templeton, Henderson, Lion Global, Schroder, UOB Asset Management, etc. Click here to find out more on IPP Unit Trusts Selection Process.
- Private Wealth Banking Services – 3 Private Banks for investment of US$1 million and above.
- Securities – 2 Securities Firms with wide array of securities choices.
- Hedge Funds – Various Hedge Funds with impressive track record of absolute returns.
Wealth Management and Investment Planning:
- Global Wrap Account – Get access to more than 500 unit trusts from more than 40 asset management companies in just one account. Enjoy unlimited FREE Inter-Fund House switching to all participating funds and receive consolidated statements to ease your investment administration. Click here to find out more on IPP Unit Trusts Selection Process.
- International Banks – 7 Banks for the most competitive mortgage loans rates.
- Tax Planning - Supplementary Retirement Scheme (SRS) Investments and International Tax Planning.
Wealth Distribution and Legacy Planning:
- Estate Planning for Business Owners and HNWI - A Personalised Estate Planning Report to help ensure Surplus Estate Value, Sufficient Estate Liquidity and Ease of Estate Disposition. Report is written for an agreed fee. Email to us at kimpengpa@ippfa.com to arrange a Free 1st appointment to discuss areas of estate advisory.
- Wills & Trusts Service - 4 Established Estate Planning Service Providers catering to a wide range of services including Will Writing, Trusts Services, International Tax planning, etc. Click here to see the full spectrum of Estate Planning Services.
Corporate Financial Services for Companies and Business-Owners: -
- Group Insurance – 10 Group Insurers for Competitive Group Corporate Plans.
- Employee Benefits Planning – Usually integrated with Group Insurance Coverage, Value-Add to your employees’ welfare through:-
- Comprehensive Series of Educational Lunch Talks
- Full-Day Workshops at discounted corporate rates
- Wealth Management Clinics for specific consultation needs
- Regular Independent Financial Health Checks for all employees
- Talent Retention Financial Schemes – Personalised Financial Schemes to Attract and Retain Talents.
- Corporate Pension Schemes with Progressive Vesting
- Co-Investment with Selected Employees
- Tax-Efficient Pay Structure for Key Executives to reduce Tax for Company and Employees.
- Key Executives Wealth Planning – Private Wealth Services Specially designed for Senior Management.
- Private Wealth Management Workshops specially designed for Senior Management
- Legacy Planning and Inheritance Giving Workshop for Senior Management and Business Owners.
- Corporate Risk Management – Ensure the Success of your Business through prudent Risk Management.
- Business Continuity Planning
- Key-Person Risk-Protection options
- Debt Cancellation Planning
- Corporate Risk Strategies to Avoid, Reduce or Transfer Your Risks.
- Highlight Government Pro-Business Financial Schemes.
Wealth Management Seminars & Workshops
- Monthly Educational Seminar Island-wide: He speaks regularly at Wealth Management Seminars on various financial planning topics at different locations island-wide. Click on Upcoming Events for the latest topics.
- Full-Day Workshop: Be empowered to take charge of your own finances. Attendees actually get to plan their own finances during the Full-Day Workshop. Corporate partners can register at a special discounted corporate rates. Workshops are conducted on a quarterly basis. Please email to kimpengpa@ippfa.com to find out the upcoming dates for the Workshops.
Wealth Management Clinics and Financial Consultations
- Monthly Wealth Management Clinics: Register with us for a 45-minute Independent Financial Discussion of your Current Financial Need or Interest. Include a Money Personality Test to know what Personality you are when it comes to handling money.
- Financial Review Spreadsheet: Take charge of your finances with this Spreadsheet specially designed for Kim Peng’s clients. Receive insights into your own Net Worth Position, Cash Flow Status including CPF Contribution, Expenditure Patterns, and benchmark yourself with Internationally-Recognised Financial Health Indicators.
- Independent Wealth Consultation Sessions: One-To-One Personal Financial Consultation for a Comprehensive Review of your current status and strategies to move towards your goals.
- Comprehensive Review
- Insurance Portfolio Review
- Investment Portfolio Review
- Review of Tax Efficient Tools
- Estate & Legacy Planning Review
To book an apointment with Kim Peng, please email to kimpengpa@ippfa.com to indicate your area of interest.
