The same goes to organisations. A personal or professional milestone you would like to accomplish, a set of risks you would like to manage, a range of assets you would like to acquire, protect or grow for the long-term benefit of yourself, your organisation or the ones you love.
Ultimately, it all starts with you. Your goals.
As a financial advisory group, we have helped people from all walks of life and businesses big and small with their respective financial goals, we realise one thing – no two goals are ever the same.
Every goal is an accumulation of a dynamic mix of expertly-advised solutions and meticulous planning fully personalised to best suit one’s specific preferences. This deeper understanding of our clients’ needs is one of the key pillars that has informed and propelled our vision at PFPFA.
We began our financial advisory practice as a group, representing a major Singapore life insurer, with only 10 individuals back in 2003. Armed with a shared vision, we have never stopped growing, with like-minded individuals joining us, and evolving as we grew in both strength and scope. We have since grown to a group size of over 100-strong associates and have also established estate planning as an integral part of the holistic planning we provide to our customers. PFP as a financial advisory group evolved to become PFPFA Pte Ltd, when we officially received our Financial Adviser’s licence established under the Financial Advisers Act on 27 January 2021.