LPA is a research-centric licensed Financial Adviser in Singapore. Formed in 1980, our team of Advisers and Board of Directors consist of professionals with deep domain expertise in management, investment, banking, insurance, accounting and estate planning.

As the pioneer of fee-based financial advisory in Singapore since the early Nineties, we believe that individuals are best served when they have a family-centric and holistic plan for their finances. For over two decades, our fee-based compensation structure has served our clients and their families well on their journey to financial freedom.

Besides the traditional wealth planning and management services, our clients also rely on our expertise in areas such as multi-assets advisory, legacy planning, investment due diligence, planning for dependants with special needs, philanthropic planning and consolidated financial reporting.

Our client services are supported by an in-house technology platform that provides clients with a dynamic and comprehensive access to their full financial position and investment performance. This platform is integrated with a proprietary risk-based capital management tool to map the risk levels of clients' assets to their risk capacity and profile dynamically so that guided actions can be executed timely to manage the portfolio risks in line with the clients' changing circumstances.

With a vision to go beyond helping our clients plan their financial lives well, we place great importance in developing in-depth and lasting relationship with our clients. Concurrently, our extensive shared knowledge and experience, enable us to focus on delivering quality research-backed and customised financial solutions to our clients.

 
Valued Clients Seminar 
25th February 2017
 
 Click here for the presentation slides.
 
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