iPlanners

YOUR ONE-STOP FINANCIAL ADVISORY SERVICES

Founded in January 2011, iPLANNERS has over the years been consistently ranked among the top 15% of agencies within Great Eastern Life (GE Life) with many of our financial consultants being among the top 5% achievers in the industry.


iPlanners is a premier financial services advisory agency representing Great Eastern Financial Advisers Pte Ltd (GEFA)—the largest Financial Advisory (FA) firm in Singapore, and a member of the OCBC Group.


We are well positioned to offer you the most comprehensive and relevant products covering life insurance, general insurance, high-net-worth products, employee benefits programs and collective investment schemes; strategic partnership with law firms, mortgage consultancy firm and healthcare concierge program. This being that GEFA is the exclusive financial firm distributing Great Eastern Life products in Singapore.


We endeavour to strengthen our collaboration with the bank and law firms, as well as the relationships with our clients to grow our referral opportunities.


MISSION

To make a positive difference to the lives of our clients and associates by always acting in their best interests and to help them realise their dreams.

VISION

To be the premier Financial Services Advisory in the industry renowned for its expertise in Financial Planning, valued for its professional advice and recognized for raising leaders.

CORE VALUES

1. Integrity

Is to do the right thing even when no one is watching.
~ CS Lewis


2. Client Focus

Look after the customer and the business will take care of itself.
~ Ray Kroc, Founder of McDonald's


3. Commitment

The successful person makes a habit of doing what the failing person doesn't like to do.
~ Thomas Edison


4. Teamwork

If you want to go fast, go alone. If you want to go far, go together.
~ African proverb


5. Resilence

The difference in winning and losing is, most often not quitting.
~ Walt Disney

PHILOSOPHY

1. Client, Agency & Company

We believe that whatever we do, we must place client's interests first. By doing so, we will be upholding the Agency and the Company's integrity.


2. Partnership

We believe in partnering our Consultants to help them achieve their goals and also support the Company in their initiative and vision.


3. No one is more important than others

We believe that in order to be successful, we need to do well in all areas of our lives – Family, Health, Relationship, Beliefs & Financial.


4. Whole person concept

We believe that in order to be successful, we need to do well in all areas of our lives – Family, Health, Relationship, Beliefs & Financial.


5. Gratitude

We believe that we are the results of our environment and that no man is an island. Hence we must adopt a heart of gratitude towards everything and everyone.


IVAN CHEE

Senior Director, Financial Services
Rep. No. CWK200088273


CERTIFIED FINANCIAL PLANNER, CFP®
Entreplanner 2012, 2015, 2016 & 2017
Top 2nd GEFA Director (Productivity) 2015
Qualifying Member of Million Dollar Round Table
Qualifying & Life Member of GE Life Achievers Club (Double Qualifiers)
IDA 2017 Bronze (Personal & Leaders)
FSMA SMA 2014, 2015, 2016, 2017 & 2018 PLATINUM AWARD

With a strong desire and hunger to succeed in life, Ivan joined the financial services industry at the age of 24 upon graduating from NUS Business School with a Merit degree in 2002. The ability to make a difference in someone's life while at the same time being captain of his own is the impetus that kept Ivan going until today.


His hard work, determination and diligence has paid off earning him a long list of awards from 2nd runner up - GE New Life Planner (2002), to numerous company and industry awards such as the coveted MDRT award, the FSMA Platinum award (2014, 2015 & 2016) and the GE Entreplanner (2012, 2015 & 2016) award that recognises the Top 1% achievers in GE.


Today, Ivan is an Senior Director, leading and caring for a dynamic team of managers and associates in attaining their career excellence. A firm believer of continuous upgrading, Ivan attained CFP in 2006 and inculcates the same attitude of professionalism among his associates, garnering for themselves numerous company awards and industry recognitions.


His motto in life is "Never ever give up, there will always be a pot of gold at the end of the rainbow."



LEADERS
Xavier Ang
XAVIER ANG
Associate Director
Rep. No. AH200090083

Alvin Ong
ALVIN ONG
Associate Director
Rep. No. ODW200097510

Nick Ong
NICK ONG
Associate Director
Rep. No. OSK300008900

Selena Wong
SELENA WONG
Senior Manager
Rep. No. SWY300026232

Samantha Kwek
SAMANTHA KWEK
Senior Manager
Rep. No. KSL200091961

Roy Wong
ROY WONG
Senior Manager
Rep. No. YWW300057639