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' ipac's no-nonsense
approach is a refreshing change from
other financial service providers'. |
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| The
advice was simple, logical and based
on the fundamentals of saving for the
future and reducing your tax expenses.
|
|
| I
will be recommending ipac
to my colleagues and friends. ' |
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~
Peter Gallagher |
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'
ipac have proven to
be an extremely professional, knowledgeable
and likeable group of advisers. |
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| 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. ' |
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~
Michael J Drake
Regional
General Manager
TNT Express Worldwide (S) Pte Ltd
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'
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.' |
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| |
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~
Therese Wales |
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'
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.' |
| |
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~
Tan Yih Sze |
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'
After a number of years travelling the
world I realised that I had accumulated
quite a lot of knowledge of investments
and markets but had diminished time
to use that knowledge. One area where
the knowledge was understanding the
realities of investments beginning with
the basics of risk, return and investment
horizon. Whilst I had once studied and
applied these principles in my personal
investments I now looked for an adviser
to take over those duties for me. |
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| The
most important feature of choosing an
adviser was ensuring that they understood
my financial status and aspirations
and were prepared to work with me to
obtain my long and short term goals. |
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| I
wasn’t looking for miracles and
ipac didn’t promise
them—that’s why I’m
their client today ' |
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~
Daryl Kennedy |
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