IPA Advisory

Forty Years Of Competence

Over the past four decades, we’ve not only weathered every market challenge but also transformed into a leading financial services firm, working alongside more than 10,000 families on their financial planning

30 Years of Experience

Rebecca Lim, Agency Leader

14 Years of Experience

Chariot Tan, Agency Leader

13 Years of Experience

Benny Tan, Agency Leader

Seasoned Advisors

Our commitment is to be your financial partner for life, with advisors who share that same dedication

30 Years

of experience - Rebecca

24 Years

of experience - Christina

14 Years

of experience - Vivien

14 Years

of experience - Jazlyn

12 Years

of experience - Serina

Laurensius Hasan

Client of Christina

I knew Christina from my wife when we took up our first life insurances in Singapore, which was an unit linked plan. I initially thought it was just a waste of money. However, after listening her explanation, pro & con, we were finally convinced to proceed. From then on, we continue our family relationship and do review & enhancement with others financial instruments as our family is also growing. She always match the solution vs our family needs & priorities.

Benson

Client of Jazlyn & Owen

My thoughts on Owen and Jazlyn are that they are workaholics, and that's a trait I like in my planners. They never fail to remind me on the different options available to me based on different stages of my life. Looking at their customised plans, it puts my mind at ease, knowing that this dynamic duo is aware of my needs and my concerns are being taken care of.

Chiang Chun Hong

Client of Serina

From day one through our interaction, she consistently displayed a remarkable level of professionalism and expertise in her field, making me feel confident and secure in my financial decisions. She not only listened patiently to my needs as a client but also went above and beyond to understand and address them effectively. If you're looking for a financial advisor who can empower you to make the best choices for the future, Serina is the one to go to!

Jocelyn Borlongan

Client of Vivien

Vivien has set the standard of what a financial advisor is knowledgeable about her products, committed, proactive and caring. She makes sure that my family has the correct coverage that we need, always taking into consideration our preferences, and not doing any hard selling for the sake of hitting some numbers. Even if we are now based overseas, Vivien still makes sure that we are updated about our policies, and any changes that might be useful to us.

14 Years

of experience - Chariot

10 Years

of experience - Panthorn

14 Years

of experience - Benny

13 Years

of experience - Owen

6 Years

of experience - Malvin

Client Stories

Our clients say it best

I first got to know Benny as a friend's friend's son. His main focus is on his clients’ needs, as he takes the time to listen and understand my situation before providing recommendations. I appreciate his unbiased yet honest approach, as well as his long-term perspective. He doesn’t rush to close deals or play any emotional blackmail that could lead me to make a bad decision.

Ting Hiong Hiong

Client of Benny

I have known Jazlyn and Owen since the year 2014. I had my doubts initially but they have proven otherwise. They are both cheerful, approachable and attentive. For all policies that I have with them, they would ensure that I understand thoroughly on what I am procuring. This is what I like about them, sincere, dedicated and most of important all they have become friends of my family and me.

Andy Yee

Client of Owen

Malvin is definitely one of the most genuine and hardworking people that I’ve met in his field. I had the pleasure of having Malvin as my Financial Advisor since 2019. He was always willing to go the extra mile to check in regularly and made sure that I understood every detail in my portfolio. I greatly appreciate that he would tailor tips and recommendations when I was at different phases of my life, and hence really trust him to handle my portfolio.

Jing Yi Low

Client of Malvin

Benny is a dedicated agent who consistently strives to provide the best service for his clients. He makes an effort to stay in touch with me, even when I am occupied with work. Additionally, he endeavors to understand my financial needs and offers assistance when necessary. Benny is not only friendly and patient but also a pleasure to collaborate with.

Lakshman

Client of Benny

Chariot is really one of the best financial advisor in the market. His service is truly impeccable which is what you really want from someone handling your finances and policies. He will always go the extra mile and I'm always impressed with how thorough he is with his follow ups. He cares and he's credible.

Jolene Wong

Client of Chariot

Definitely a professional Financial Advisor who will advise you on your needs accordingly and does not hard sell. Malvin did a great proposal to cater specially for future assurance, which certainly helps reduce my anxiety and worries in this volatile economy. Malvin also does frequent follow-ups to update on any changes and advise accordingly. Glad to meet someone who is proficient in financial knowledge, and at the same time, develop a great friendship bond!

Helmy MJ

Client of Malvin

Multi Generational

Discover our philosophy behind how we create lasting impacts across generations

IPA Advisory is a proud representative of Manulife Financial Advisers. As part of the Manulife group, we provides access to a broad portfolio of financial products and services tailored to your needs.

Learn More

Office Location: Visioncrest Orchard
Address: 103 Penang Road, #08-03, S238467
Business Hours: 9:00 AM – 6:00 PM (Mon – Fri)
Contact: +65 6807 2474