IPA Advisory

Ever worked with an advisor who truly gets what you need and goes the extra mile to ensure you're fully informed? Malvin's recent client testimonial highlights exactly that—an advisor who not only knows his stuff but takes the time to cover every detail, even beyond his scope. Is your financial advisor this thorough?

Had a remarkable experience with a financial advisor who made everything crystal clear? Share your story with us!

- with Malvin Tan (.malvintan)

As Singapore sees a notable increase in life insurance policies taken up, it's clear that more individuals are taking proactive steps to secure their futures. This trend highlights the significance of securing our financial well-being, with more people recognizing the value of protection. In an ever-changing world, it’s heartening to see so many individuals taking steps to protect what matters most, ensuring peace of mind in an ever-changing world.



Reference: https://www.lia.org.sg/media/4314/20240813_lia-1h2024-results_media-release.pdf

Every successful career begins with a strong foundation of knowledge and a supportive environment. The exclusive self-discovery workshop for an aspiring career provided candidates with an inside look at what it means to be part of an organization that prioritizes growth, learning, and achievement.

If you’re curious about the financial advisory field and want to learn more about how we do things differently, we’d love to meet you at our next session in Q3!



- with Chariot Tan (), Christina Kokadir (), Roy Peh and global motivational speaker Jensen Siaw ()

Through forward-thinking strategies and relentless drive, these standout performers have turned their dedication into remarkable success for July:

🏆 July Achievers 🏆

𝐓𝐨𝐩 𝐀𝐝𝐯𝐢𝐬𝐨𝐫
‣ ANP Champion: Malvin Tan (.malvintan)
‣ SP & Cases Champion: Alvin Teng ()
‣ NAC & RC Champion: Panthorn Powbunthorn ()

𝐓𝐨𝐩 𝐔𝐧𝐢𝐭
‣ ANP & RC Unit Champion: Rebecca Lim & Team ()
‣ SP & Cases Champion: Dwayne Ng & Team ()
‣ NAC Unit Champion: Chariot Tan & Team ()

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Connecting, learning, and growing — Another enriching monthly gathering with our dynamic advisors on key market insights and took the time to connect, learn, and grow together.

Special cheers to our August birthday stars — Benny, Christina, Delwyn, Siti Shahana, and Mark (joining us in spirit) and a warm welcome 👏 to our newest members, Kagen and Roy! Together, we’re making an impact!



— with Benny Tan (), Christina Kokadir (), Delwyn (.wynnn)

Cheers to a nation for 59 years of remarkable achievements and the resilience. Let’s keep pushing boundaries and reaching new heights, united as one! 🎉

Say hello to our newest team member, Kagen as the recent addition to and Team Benny this year, we’re eager to see the fresh perspectives he will bring and the positive impact he’ll make 🌱

Choosing lunch can be a unique decision, just like planning your finances. Each person's needs are different, and a one-size-fits-all approach won't suffice. Learn about personalized wealth management strategies designed to help you achieve your specific financial aspirations.

Read more on 6 Wealth Management Strategies: https://shorturl.at/xv1IZ
Credits to Malvin Tan, ChFC®/S, IBFA

It's fascinating how achievements and breakthrough are often the result of consistent efforts. That's exactly how our second batch of top performers reached MDRT status in 2024. Special congratulations to Christina Kokadir and Jazlyn Yeo for their extraordinary performance, their excellence placed them in the top 6% of the industry.

‘Leadership is not about being in charge. It is about taking care of those in your charge.’ What better way to care for the team members than by committing to continuous improvement and strategic growth.



— with Iris .ipa, Chariot , Benny , Francis .tan and Dwayne

At the heart of financial advisory is understanding clients' needs. Vivien helped her clients obtain the right coverage and investment policies for their life stage. They appreciate her annual reviews that keep them updated on new options. Celebrating Vivien as a dedicated advisor who truly cares.

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Advisor: Vivien Lee Zi Yan
Profile: ipaadvisory.com.sg/our-people/vivien-lee

Received outstanding services from your FA? Share your experiences with us today!

Ever wondered if the Martingale strategy can grow your investments? This approach involves doubling down whenever you made a loss, hoping to recover with a single larger win in the following round. It might seem tempting in the short-term, but it's not sustainable in the long run (because money doesn't grow on trees 🌳🫣).

Remember, there's no shortcut to building generational wealth. Prioritize having a solid strategy and sound risk management, more ideally to work with a trusted financial advisor to stay on track!

In business, it's the collective positive impact that counts. Getting together after our monthly leadership meeting, a reminder that our impact extends beyond clients to our colleagues, partners and the community.

Together, we drive progress.

Connecting with like-minded people, along with the unique flavor of Munich, shapes our drive to excel. Events like these reinforce the idea of our shared journey and that we're in this together, learning and evolving as one.

Applauding our Top Performers of Q2 2024! 👏 Their remarkable performance for personal growth and outstanding service to their clients deserve recognition. For them, excellence is more than a skill—it's a growth-driven attitude.

𝐐𝟐 𝟐𝟎𝟐𝟒 𝐓𝐨𝐩 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬:
‣ ANP, NAC & RC Champion: Malvin Tan .malvintan (3 Categories)
‣ SP Champion: Benny Tan
‣ Case Champion: Vivien Lee Zi Yan

At the heart of what we do, people always come first.

Celebrating another month of excellence with our June champions – exceptional individuals and teams with a proactive approach have led them to stand out.

🏆 June Achievers 🏆

𝐓𝐨𝐩 𝐀𝐝𝐯𝐢𝐬𝐨𝐫
‣ ANP, NAC, RC & Case Champion: Malvin Tan (.malvintan)
‣ SP Champion: Benny Tan ()

𝐓𝐨𝐩 𝐔𝐧𝐢𝐭
‣ ANP & SP Unit Champion: Benny Tan & Team ()
‣ NAC Unit Champion: Dwayne Ng & Team ()
‣ RC & Case Unit Champion: Rebecca Lim & Team ()

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Want to stay updated?
Website: https://ipaadvisory.com.sg/
LinkedIn: https://www.linkedin.com/company/ipa-advisory-pte-ltd/
Instagram: https://www.instagram.com/ipaadvisory/

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"Success is the sum of small efforts, repeated day in and day out"

It's precisely this consistent effort that elevates our top advisors to achieve MDRT status in the first half of 2024. Special congratulations to Powbunthorn Panthorn, Alvin Teng, and Malvin Tan for their exceptional performance. Your relentless excellence places you in the top 6% of the industry!

When you find an advisor who truly listens, everything changes🚀

Benny’s unbiased and comprehensive advice has been a game-changer for his clients, ensuring their concerns and goals are always front and center. Every personalized engagement means a tailored approach to achieve your financial aspirations.

If you've had a similar experience, share your story with us at https://ipaadvisory.com.sg/upload-testimonial/. Your words can inspire others to seek advisors who genuinely care about their financial future.

Every great journey starts with a decision, and your actions determine its direction. Meeting new people and fostering meaningful connections is a big part of what we do on a daily basis, and if this resonates with something you do often, come meet us and discover how we can enhance your journey together.

Interested in knowing more? Register here and let's connect at our next session in Q3!

What a rush! An incredible performance from both teams in our recent Apex Versus Challenge, where our male advisors faced off against their female counterparts in a series of competitive tasks, showcasing their commitment to excellence in their craft. Congratulations to Top G for their stellar performance and victory in the Apex Versus Challenge!

🔔 Honorable Mention: Team Top G
- 𝐏𝐨𝐰𝐛𝐮𝐧𝐭𝐡𝐨𝐫𝐧 (𝐅𝐚𝐫𝐦): 60,745 PTS (28.59%)
- 𝐀𝐥𝐯𝐢𝐧 𝐓𝐞𝐧𝐠: 38,486 PTS (18.11%)
- 𝐌𝐚𝐥𝐯𝐢𝐧 𝐓𝐚𝐧: 33,970 PTS (15.99%)

🔔 Honorable Mention: Team Valkyrie
- 𝐂𝐡𝐫𝐢𝐬𝐭𝐢𝐧𝐚 𝐊𝐨𝐤𝐚𝐝𝐢𝐫: 60,745 PTS (28.59%)
- 𝐉𝐚𝐳𝐥𝐲𝐧 𝐘𝐞𝐨: 38,486 PTS (18.11%)
- 𝐒𝐢𝐭𝐢 𝐒𝐡𝐚𝐡𝐚𝐧𝐚: 33,970 PTS (15.99%)

More than just a competition, this event propels us forward as a collective in the financial advisory landscape. Congratulations once again to Top G, and a big shout-out to Team Valkyrie for their commendable performance!

Selamat Hari Raya Haji to all our Muslim friends. This special occasion is celebrated in many ways and carries different meanings to those who observe it. ​

What does Hari Raya Haji mean to you? Share with us in the comments below!

Happy to the dads and the father figures in our lives. Thank you for all you do and for being our protector, mentor, and trusted friend.

Celebrating another month of excellence with our May champions – exceptional individuals (some achieving consecutive wins) and teams whose exceptional planning and proactive mindset have driven them to the forefront of the pack.

🏆 May Achievers 🏆

𝐓𝐨𝐩 𝐀𝐝𝐯𝐢𝐬𝐨𝐫
‣ ANP, NAC & RC Champion: Malvin Tan .malvintan
‣ SP Champion: Javier Teo
‣ Cases Champion: Vivien Lee

𝐓𝐨𝐩 𝐔𝐧𝐢𝐭
‣ ANP Unit Champion: Benny Tan & Team
‣ SP, RC & Case Unit Champion: Dwayne Ng & Team
‣ NAC Unit Champion: Chariot Tan & Team

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Want to stay updated?
Website: https://ipaadvisory.com.sg/
LinkedIn: https://www.linkedin.com/company/ipa-advisory-pte-ltd/
Instagram: https://www.instagram.com/ipaadvisory/

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