what our clients say

Since 1983, ipac has been helping clients achieve their financial and lifestyle goals. Read what our happy clients have to say about  ipac as their personal financial guide.

 
' ipac have proven to be an extremely professional, knowledgeable and likeable group of advisers.  
They have approached our dealings in a consultative and non-pressurised manner which has eventually led me to becoming a customer – despite being very happy with my current supplier!  
I would have no hesitation in recommending ipac and I am sure our relationship will go from strength to strength. '  
    ~ Michael J Drake
Regional General Manager
TNT Express Worldwide (S) Pte Ltd
We were very happy with the advice Roy provided, which was well-organised and straight to the point.  There was no fluff, and everything was 100% transparent.  He had a clear strategy, and had immediate suggestions on what we should, or should not do.   My previous advisor was enthusiastic and very friendly, but lacked clarity in his explanation and approach. The difference between an hour spent with him, and an hour with Roy, was like night and day. We are very happy to have Roy as our advisor, especially at our young age. 
  
    ~  Ho Shu Huang 
' I've been an expatriate for 7 years and as I prepare to return home, I realised I needed to think about ways to invest my money and minimise my tax exposure. I found that ipac provided me with some great tools and advice. I particularly liked the 'why-why' questioning to help me understand my goals. The simulations helped me connect that to the investment choices I could make.  
Thanks to the ipac family.'  
    ~ Therese Wales
' The meetings we had with ipac were very insightful. They helped put things in perspective and gave us a good overall picture of our financial standing. We really value the objective advices that ipac has given us.  
We are also glad that we gained more awareness on proper financial planning while we are still young, and not end up having to worry and panic towards retirement age.  
My husband and I definitely want to make good use of our liquid assets, now that we know how the money can give us a good headstart.  
Thank you ipac. This certainly marks the beginning of a long-term relationship.'
    ~ Tan Yih Sze
 
' The process of defining family goals and then working out what needs to be done to secure these has been invaluable. The life time model is useful because it allows the client to assess different scenarios, with best and worst case income levels. Now that we have defined our financial goals, ipac will also help us not only to track progress, but also to update our financial plan if our circumstances change.

Thanks Roy for guiding us through this process. '
 
    ~ Gabriela Domicelj

' Being in the financial services arena myself, I thought for a long time that I should be able to do my own financial planning. The reality is, I don’t have the time! It took me years to realize that.

Roy has provided the right structure for thinking through priorities, the coaching needed to actually implement the plan and the gentle reminders to keep working at it.

He really has provided a strong foundation to help my husband and me set and achieve our financial plan, particularly taking into account the opportunities available to us while we are both working overseas from our home country, Australia.'

  
    ~ Annette King
' We had known Roy for many years before he ventured into the new field of financial planning. When he did so, we were reassured at having someone as competent and trustworthy as Roy to help us navigate the perils of retirement planning. We had a lot to learn about our options as long-term expats whose eventual retirement home is uncertain, and we still do.

When Roy joined ipac, we had to decide whether to do without Roy’s help or sign on with ipac. Our decision to become ipac clients is one we haven’t regretted. '
  
    ~ Arthur and Judith Lindley
 

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