THE TEAM (Malaysia)
Associates

The management team comprises a group of elite professional who are highly regarded in their respective fields.




Newsletter Sign Up
Enter your email:

Name: Ian Wong Joon Ho
Position: Partner
Credentials: Licensed Financial Planner (eCMSRL/B7140/2017)
CERTIFIED FINANCIAL PLANNER™
BSc Actuarial Science (LSE)
Email :
Tel: +603-7499 0088
Brief Overview:

“To achieve financial success and wealth, you have to plan for it. It is almost impossible to achieve wealth if you only choose to plan after being wealthy. It just doesn’t work that way.”

Ian Wong is a Partner with IPP Financial Planning Group, Malaysia – the Malaysian counterpart of IPP Financial Advisers Pte Ltd, Singapore’s leading financial advisory company.

With passion and expertise in the field of financial planning, Ian strives to educate and create lasting financial security for his clients who range from professionals and business owners, to middle/high income individuals. Ian believes in being a strong advocate for his clients – putting them first and ensuring they receive the best advice in today’s environment.

He specialises in the areas of retirement planning, asset allocation and cash-flow management.

His other interest includes the study of human behaviour, especially related to financial planning and investment. He is fascinated by the differing natural inclinations and behaviours that people exhibit when it comes to their personal finances. He has delivered talks on ‘Financial Personalities’ to students at Monash University and INTI University, as well as the Shell Women’s Action Network (SWAN).

In 2014, Ian was also invited to be a panel judge at the Economic & Leadership Forum at Taylors University (Malaysia), on the topic of Economic Development, which included solutions to increasing the personal financial well-being of Malaysians.

More recently in 2016, he was invited by Lean In Malaysia to speak on financial planning for young professionals.

Ian read Actuarial Science at the London School of Economics (LSE) and now holds the CERTIFIED FINANCIAL PLANNER™ qualification.