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Stephen Mok PDF Print E-mail

 

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 8 years and has helped more than 100 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

Kairos Advisor

Helping People To Achieve Their Financial Success!

  • — Wealth Rebuilding Strategy Book For Sale SGD12

       (Wednesday, 17 February 2010 22:39)

    Introduction   Well, it’s been a heart-stopping and gut-wrenching 2008 and this economic crisis is not about to end anytime soon. Many individuals, banks, companies have been totally wiped out by this epic financial tsunami. It has been a year which most want to forget.   Everything changed in Sep 08 when Lehman Brothers collapsed. This has [...]

  • — Hospitalisation Insurance Does Not Cover 100%

       (Wednesday, 10 February 2010 17:58)

    Most people, including insurance agents and financial advisers, thought that getting an insurance policy to cover expenses incurred for hospitalisation will cover every cent. This may surprise you but in reality, it may not. One cancer patient told me that she was only able to claim the chemotherapy charges incurred but not the rest of the bill.  Chemo sessions [...]

  • — Track Your Expenses

       (Tuesday, 09 February 2010 18:04)

    Track your expenses for a successful financial plan!

  • — Accident Prone People

       (Friday, 29 January 2010 00:35)

    Recently I have been hearing people breaking their bones, sprained their knees and ankles etc. I believe none of these people expected the accidents to happen. That’s why they are called accidents. Can we prevent accidents from happening? Can we minimise the chances of accidents happening to us? Yes, we can! Sounds like President Obama! I believe we [...]

  • — Why You Need A Will.

       (Monday, 25 January 2010 17:23)

    Writing a will is crucial when it comes to financial planning. You will not be around to deal with the problem. A will tells your next of kin what to do with your moeny and assets very clearly.




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

(Oct 2009 to Mar 2010)
kc-smallKC TAN
President

bert-quek-small Bert Quek
Vice President

bernard-tham-small Bernard Tham
Treasurer / Secretary
jennifer-small Jennifer Goh
Education Coordinator
stephen-small Stephen Mok
Membership Committee
michael-koh-small Michael Koh
Membership Committee
jonny-small Jonny Zhu
Visitor Host
bernard-small Bernard Gay
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

(Read complete testimonial)


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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