Equip Yourself Through Financial Coaching
- 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 Register for the Wealth Management Clinics or Book an Appointment with Kim Peng, please send your email to kimpengpa@ippfa.com to indicate your area of interest.
