Welcome to Design Driven Financial Planning
Isaac Fang is a top-notch financial advisor in Singapore. He has been in the financial services industry since 2001. He offers Professional Wealth Management and a wide range of financial services especially Securities Advisory Services. He uses a multi-disciplinary approach towards financial planning with an emphasis on being design-driven. Conduct your financial planning the right way with a Certified Financial Planner (CFP Singapore).
Being a MAS (Monetary Authority of Singapore) licensed representative of Phillip Securities Pte Ltd (Principal), his RNF number is FCN200135730 and he holds multiple licenses to conduct various financial advisory services.
He has conducted SkillsFuture@PA – Applied Financial Planning with Excel at various Community Centers in Singapore and spoke at various SGX events. He also teaches M2, M4, M6 of the CFP program at TMC Academy.
The MAS Register of Representatives (the “Register”) is a public record of individuals who conduct regulated activities under the Securities and Futures Act and provide financial advisory services under the Financial Advisers Act.
Firstly, understand that regulated investments can go awry. But what more unregulated ones. Here is the list of regulated financial advisory services permitted to Isaac.
Previously… For individuals, Dealing license and Fund Management license cannot be held together.
Isaac Fang - CFA, ChFC, CFP
Over the years in the Financial Advisory Services Industry, Isaac has acquired the CFA charter, ChFC and CFP certifications.
All regulated financial products out there have their purpose for existence, whether it is suitable or not depends on client-specific circumstances which can be fluid. And as such no regulated product will be slammed here.
Check out the offerings multitude of Isaac through Phillip Securities Pte Ltd. The buffet of financial services provide a fertile environment for multi-purpose financial solutions to emerge. At the end of the day, it is the Steward who will save you from drowning in the burden of choice and facilitate your choice selections to express that unique financial YOU.
Is that not a better alignment of interest?
Explore a New Financial Planning Experience
A Design Driven Approach
Facilitating Decision Making (FDM) approach does not replace the existing financial planning process. It refines the process. The current process is legislated, regulated and instituted by law. This new experience promises not just compliance to the letter of the law, but to comply with the spirit of the law as well. Legalese is inherent and inescapable. But this new experience invigorates the True Spirit that drives financial planning.
Isaac will focus on what is most relevant and meaningful to you. If income yield is your goal, asking which integrated shield plan you are on, completely misses the objective entirely. The design driven process does not seek to re-order your priorities for a sales target. Rather, it maintains the focus on your target.
Observe the multiple dimensions (RRTTLLU, RDMILT just for starters) that goes into the final proposal for that unique financial you. They can be fluid as well. It is not just about the range of the products, but who better synchronizes and whose style resonates with you better, that determines whom you should choose to engage.
Searching for an experienced financial consultant in Singapore? Poke around the site and if you feel that I can be of good stewardship on your financial journey, do not hesitate to Book Your Discovery Session.
Establish a relationship (open a POEMS account tagged to me) through Phillip Securities Pte Ltd, click here!