Comprehensive Financial Planning

Everyone has dreams, goals, and objectives that they want to achieve in life. The majority of these can be directly acquired with money, while the rest are enabled by being financially free.

Under comprehensive planning, I take a look at the big picture of your finances and help you achieve your financial goals as quickly and as efficiently as possible. I take all clients through the following process below:

The Process

Establish

Establish my role and explain the financial planning system that I will be using.

Gather

Gather data on your current financial situation.

Analyse

Analyse the information.

Develop

Develop the framework and game-plan to help you achieve your financial goals.

Recommend

Recommend selected financial instruments to enhance your financial status.

Execute

Execute the game-plan, once all steps are agreed upon.

Monitor

Monitor progress and performance as time passes.

Adjust

Make adjustments as necessary.

I’m currently using the IPP Financial Planning Group’s financial planning system. This system was developed in 1983 by the founder of IPP in Singapore and has proven to be very effective.

For all clients in comprehensive financial planning, I will continue to serve as your go-to adviser for all financial-related matters, even after the action plan has already been implemented.

If you hear about an investment and want to know more, you can ask me.
If you’re worried about scams or shady financial instruments, let me review it.
If you need some evaluation or research done on a particular financial product, let me do that for you.

If you only want some help in specific areas of your finances, then please see Investment Planning or Insurance Planning. Otherwise, go ahead and Contact Me!

Testimonials

Ian makes a point to check-in with me often, keeping me up to date and ensuring that I continue to follow our agreed game plan. He’s like a personal trainer for my finances. read more

Ashley Tan, 27, Entrepreneur and Co-President of Lean In Malaysia

I’m very happy that I now have a trusted, qualified, person for me to contact at any time regarding my financial matters. read more

Lily Zahara, 28, Executive

Ian’s approach is different – he ensured that I understood the financial concepts first, before looking for the best products to fit me. read more

Munirah Sabri, 34, Accounts Manager

Talk to me!

Drop me a message with your inquiries and
I’ll respond as soon as possible!