Our role as a financial consultant is an important one. We understand each client has a unique financial situation. At the start, we would get to know you and establish your needs and goals and develop a financial plan that will enable you to turn your dreams into reality.
We take pride in the development of a comprehensive financial plan for our clients. IPPs very own and proven pillars of financial planning looks into these 4 areas:
- Wealth Protection
- Wealth Accumulation
- Wealth Management
- Wealth Distribution
With this, your IPP financial consultant will come up with specific recommendations to help you work towards your stated goals. He will look for ways to achieve them and offer alternative solutions.
We do periodic reviews and revisions of your insurance and investment portfolios to keep your financial plan up-to-date. This enables you to better take on the changes in your life and also of the opportunities in current economic conditions. Periodic reviews show the progress you are making in reaching your goals.