PFPFA, a leading financial advisory group announced an exciting new partnership with Wellnex, a free concierge dedicated to healthcare, lifestyle wellness and home services provider to support PFPFA’s mobile app, PFPConnect, in developing the app’s digital ecosystem dedicated to financial advisors and users.
PFPFA Co-Founder & Chief Growth Officer, Regine Lai’s Words
“The partnership between Wellnex and PFPFA is a gamechanger in the business of Financial Advisory. PFPFA is a pioneer in understanding the importance of digitalization in its business flow. Consolidating backend operations seamlessly with front end customer experience / servicing yet remain compliant; riding on Wellnex’s PDPC and DPTM certification.” Said Regine Lai, Co-Founder & Chief Growth Officer.
PFPFA Chief Transformation Officer, William Ng’s Words
“Here at PFPFA, we are committed to serving our customers and aiding our financial advisors with the most reliable and comprehensive digital platform that allows them to value add, connect and enjoy.” Said William Ng, Chief Transformation Officer at PFPFA. “By partnering up with Wellnex, we are able to provide an app with a centralised system that has over 40 functionalities to our financial advisors and customers, giving them the access to daily exclusive partners deals and affordable concierge services which include healthcare and home services.”
Through the partnership with Wellnex, PFPConnect is designed with user privacy and security at its core, which ensures that the user’s information is well protected, and all data collected follow strictly by The Personal Data Protection Act 2010.
PFPConnect is now available on Google Play Store and Apple App Store, free for all to download.
Established in Singapore since 2017, Wellnex is the first and only insurtech Data Protection Trustmark Certified by IMDA (fully PDPA Compliant and Certified) digital ecosystem that offers a free concierge to get affordable and reliable health, lifestyle and home services to members referred by insurers or financial advisors.
PFPFA is a licensed financial adviser specialising in a wide range of financial solutions for individual and organisational clients alike. Our solutions cover investment services, insurance solutions, estate and business succession planning and many more.
The ethos of our company is to build lasting relationships with individuals, families and businesses across Asia and generations, so as to deliver the finest solutions to suit our clients’ ever-evolving needs.
We endeavour towards continuing our dedication to helping our clients have an enduring peace of mind by securing their future, and to elevate the benchmark for excellent financial advisory by continuously pushing for innovative solutions that best suits ever-changing market needs.
For more information about PFPFA, please visit: PFPFA – Here for you (pfp-fa.com)