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 Stephen-Mok

 

Stephen Mok is the representative of IPP Financial Advisers Pte Ltd and is licensed to conduct the following regulated activities:

- Advising others, either directly or through publications or writing, whether in electronic, print or other form, concerning life policies, other than advising on corporate finance within the meaning of the Securities and Futures Act 2001 and arranging of any contract of insurance in respect of life policies.

- Advising others, either directly or through publications or writings, whether in electronic, print or other form, concerning collective investment schemes, other than advising on corporate finance within the meaning of the Securities and Futures Act 2001 and marketing of any collective investment schemes.

 

Stephen has been in the Financial Advisory business for the past 10 years and has helped many people move towards their financial security and success by giving independent and unbiased advice. Most of his clients are head of families who believe in growing their personal wealth and protecting their families' financial assets.

Always putting his client's interests first before self has seen him through all these years. Helping clients in times of their grief and easing their worries when they were hospitalised have been an intangible satisfaction no amount of money can buy. Good stewardship of our resources has been his guiding principle in financial planning.

IPPFA

"In Financial Planning, I separate the BEST from the Rest!!!"

To find out more, please view Stephen Mok's contacts here.

Check out his blog at Singapore Independent Financial Advisor.

His Personal profile at LinkedIn http://www.linkedin.com/in/stephenmok1

 


Stephen's Latest Blog Posts


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Kairos Advisor

  • — Supplementary Retirement Scheme (SRS)

       (Tuesday, 24 August 2010 21:09)

    The Supplementary Retirement Scheme (SRS) was implemented by our Singapore government on 1 April 2001 (Definitely not a April Fool's joke)

  • — Are You Saving For Retirement?

       (Monday, 23 August 2010 14:41)

    Just picture this... How much will you need for a basic level of living? Just the bare minimum, no frills, no luxury, no extravagance. Do you need $1000, $2000, $3000, $4000, $5000 a month? This amount is very important as it represents basic living life style, any amount less than this means you will have to compromise your standard of living. Are you or your spouse willing to lower the standard of your lifestyle when you retire?

  • — Insurance Is The Foundation Of Financial Planning

       (Friday, 20 August 2010 17:23)

    Yes, it is true, insurance IS the foundation of all financial planning. It is of paramount importance that we get adequate insurance coverage for a complete peace of mind as we build up our financial kingdom.

  • — Revocable Nomination

       (Wednesday, 18 August 2010 16:29)

            Since 1st September 2009 a new Insurance Nomination law allows you to nominate who you wish to receive the proceeds from your insurance policy in the event of your death. It is not compulsory to make a nomination, but if you choose not to, the insurance company can pay up to $150,000 of the [...]

  • — Are You Type 1 or Type 2?

       (Monday, 16 August 2010 11:54)

      In financial planning, there are two types of people… Type 1. People who save first and spend the rest. They know what they want in life. They have set their financial goals clearly. They have the quiet confidence that they can spend without guilt because they have already set aside for their future financial [...]




Testimonials

"Stephen is one of the finest Financial Advisors that I would love to talk to whenever I have questions regarding certain policies or general financial planning. As an independant financial planner, he educates his clients and provide a holistic view of the protection instruments available in the market.

I immediately feel his sincereity when he carefully flip through my existing policies and pointed out some very impractical protection scope I had at that point of time. I want to thank Stephen for every bits of his effort in highlighting the essentials of the appropriate instruments."

- KC TAN, Internet Business Coach, WebSprout Consulting  kc-small

 

March 31st, 2009

IPP Financial Advisers Pte Ltd

Mr. Stephen Mok

78 Shenton Way #10-01

Singapore 079120

Dear Stephen

I just had to write to thank you for your outstanding advice and service. In the USA, I had always taken complete control over my healthcare coverage and did not seek anyone’s advice. When I contacted you for insurance, I was shopping for price. You gave me a good price but insisted I upgrade to full hospitalization because I had a family now and should no longer ‘self insure’. As you recall, I fought you on this decision. Well, you convinced my wife and once you had her, you convinced me. ARE WE EVER HAPPY YOU DID THAT!!

Six months later, when our daughter Anna fell from the monkey bars and broke both bones in her arm, we took her to the best private hospital and got her the best Mayo Clinic trained hand and wrist specialist. Today you cannot even see where the pins were put in and her arm… it’s perfect. That was a $14,000 bill we would have paid if we had not listened to you.

This February, 3 years later, I ripped out my ACL in my right knee in Medan, Indonesia speaking to 1,200 insurance agents. Again, I go to the best private hospital, get an MRI, a great surgeon, a week in a private room in the hospital and best after care treatment. That $30,000 bill is no worry for me as it’s 100% taken care of, thanks to you!

THANK YOU! THANK YOU! THANK YOU!

You could have taken the ‘easy sale’ but you went the extra mile to convince us we needed more coverage. We are so blessed you did that for us. In the dictionary under the word “Professional”, they should put your picture.

God bless you Stephen. You are a financial angel with wings of wisdom.

Your friend for life,

Michael Podolinsky CSP

http://www.blog.michaelpodolinsky.com/

http://www.michaelpodolinsky.com/

 

 

 

 

 
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Chapter Vision

To be the leading chapter in Singapore that generates the most qualified business referrals for our members. Click to view Chapter Mission.

Leadership and Support Team

(Apr to Sep 2010)
kc-smallKC TAN
President

michael-koh-small Michael Koh
Vice President

bernard-tham-small Bernard Tham
Treasurer / Secretary
stephen-small Stephen Mok
Education Coordinator
small C.S. Lai
Membership Committee
bert-quek-small Bert Quek
Visitor Host
nana-smallNana Wee
Visitor Host
stephenlu-small Stephen Lu
Event Coordinator

Mentoring Director

ong-kuan-kuan

Ms Ong Kuan Kuan

Contact Number: 9633 7820

More information.


Come & Meet Us!

Coffee & ToastJoin us every Thursday from 7.30am to 9.30am at Secret Recipe (CPF Building) for networking and witness the power of referrals!

Refer to the following calendar for the details of our next event.

Events Calendar

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Testimonials

For Harvest Chapter

kc-small

"I no longer need to spend money to advertise my business now. This is the power of having more than 20 Business Owners talking and recommending your services in every single day!"

- KC TAN

(Read complete testimonial)


For Mike Siow

"If you want your IT handled with efficiency and effectively, get this man. He has handled Citibank and has been around for 17 years in his trade!"

- Nicholas Pinto

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For June Koh

Jonny Zhu

"I never would have realised that wrapping of a gift can be a piece of Art, until I met June... Thanks June! Really appreciate your pair of "Magic hands" and of cause, Value for Money".

- Jonny Zhu

(Read complete testimonial)


 

 

 

 

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