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Samantha Yeo
Associate Director at Acts Advisory Group Ippfa
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Work Experience
Associate Director
2021 - Present · 3 years and 11 months
Associate Director
2013 - Present · 11 years and 11 months
Financial Consultant
2013 - 2021 · 8 years
Company Details
ACTS Advisory Group (ACTS) is part of IPP Financial Advisers Pte Ltd (IPPFA), specializing in private wealth management. As the leading licensed advisory firm with over S$1 billion of assets under advice, IPPFA has developed proven processes, systems and financial planning models to advise and counsel clients on planning their financial future to achieve financial independence as well as lifetime financial security and success. We are a dynamic group of individuals who provide a comprehensive (Acts-tensive) range of financial services like insurance (life insurance, travel insurance, motor insurance, home insurance, fire insurance, employee benefits), investments (collective investment schemes, equity funds, corporate bonds, bonds funds) and will writing and estate planning. We offer comparisons of plans and a scenario based financial solutions: 1.You survive, 2.You don’t survive & 3.You survive but you are not well. We promise no financial jargon will be used to confuse you in any way. It’s a simplified process. We offer a client centric process because it’s all about you and your financial needs. We care for your finances more than you. And we are concerned that you reach your financial goals by breaking down all the needs to achievable goals, keeping in mind the time frame that you wish to achieve them. We are passionate about helping individuals to achieve their dreams through increasing both active and passive income. Our philosophy is that you should never over pay for insurance and you should be able to have proper implementation of solutions which are efficient and efficacious. Imagine seeing a doctor many times for the same cold. If you have a good financial doctor who is able to give you an efficacious solution, then you only need 1 good doctor. You don’t have to waste time eating the wrong medicine.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
3A Craig Road Singapore, 089663, SG
Keywords
Financial PlanningInvestment Managementand Insurance Advise
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