Photo of

Andy Ng AEPP® ChFC®

License : NKM100041380
Elpis Financial Pte Ltd

About

Advises a clientele base of < 200 families with a total assets base of ~ S$80 million.

Conducts regular seminars and workshops with MNCs, SMEs and student bodies.

Specialties: Insurance, Investments, Educational seminars, Financial Workshops, Oversea Equity.

Reviews (0)

0 reviews from verified clients: (0.0 out of 5)

No verified reviews. Click the Review button to write one.

Advice Areas

Loans and Mortgages Small Business Estate Planning Investment Financial Planning Retirement Planning Insurance
Client Minimum Assets : $100,000

Fees

Commission only

Performance based for investment fees.

Activity

Answers




Blog Posts

No blog posts written.

Qualifications

Designations

Chartered Financial Consultant (ChFC®)

The ChFC® designation introduced in USA since 1982 has been awarded to more than 45,000 professionals worldwide. This eight-course programme offers financial planners and others in financial services advanced financial planning knowledge to better assist their clients in this increasingly competitive field. In particular, students have an opportunity to explore in-depth the practical applications of financial planning, estate planning, and retirement planning concepts.

Associate Estate Planning Practitioner (AEPP®)

Holders of the Associate Estate Planning Practitioner (AEPP®) designation are familiar with the tools of estate planning - wills, trusts, powers of attorney, offshore companies, and business succession. In addition, AEPPs must complete case studies on legacy planning, inheritance, dynastic succession, and wealth missions and regeneration.

Education

Diploma/A' Levels

Financial Planning