Life Planning Associates Pte Ltd

Our people share a common thread in that we all desired to establish a Firm upon which fulfilling adviser-client relationships could be built. To achieve this, it is necessary to build up mutual trust and share a genuine concern for the welfare of our clients. Our core values include: Independence - We work for our clients. Our fee based approach commits both the client and us to this fundamental understanding. Banks, securities brokers, insurers and fund managers are regarded as product providers from whom we assess the suitability of product features to best meet the needs of our clients. Integrity - The interest and well being of our clients take priority over our personal advantage or gain. We aim to be diligent, honest and candid in our assessment of your financial health. We treasure the special position of trust and confidence you give to us. Stewardship - We see ourselves as stewards, and not owners, of resources we have been blessed with. This paradigm is crucial to becoming financially free rather than financially independent. It enables our clients to attain the priceless virtues of generosity, peace and contentment. Teamwork - None of us is indispensable and you are best served by a multi-talented team. Like the modern day parable of the tortoise and the hare, we unite to size-up your unique circumstances, and then to tackle the issues individually. Fulfilment - We enjoy what we do. Our work gives us with the opportunity to fulfill our God-given talent, while helping individuals, families, and organizations proactively manage their financial resources within the setting of a long-term relationship that is enjoyable as well as rewarding.

Address: 80 Marine Parade Road, #07-01 Parkway Parade, Singapore 449269

Phone: +65 6344 2781
FAX: +65 6344 3153