Who We Are

At iPLANNERS, we are passionate about making a positive difference in the lives of our clients. Guided by our tagline, Realising Dreams | Raising Leaders, we are committed to empowering individuals to achieve financial freedom while nurturing the next generation of leaders.

Founded in January 2011, iPLANNERS has over the years been consistently ranked among the top 15% of agencies within Great Eastern Life (GE Life) with many of our financial consultants being among the top 5% achievers in the industry.

iPLANNERS, a premier financial service advisory agency, is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd (GEFA)— the largest Financial Advisory (FA) firm in Singapore, a wholly owned subsidiary of Great Eastern Holdings Limited and a member of the OCBC Group.

What We Do

We offer a wide spectrum of financial solutions to meet the diverse needs of individuals and businesses, including:

  • Life Insurance and General Insurance
  • Life Insurance Policies Suitable for High Net Worth Clients
  • Employee Benefits Programs
  • Investment-linked Insurance Policies
  • Referral Services for Wills & Trust from GEFA Partnered Law Firms 
  • Referral Services for Mortgage Loans from GEFA Partnered Banks

Our Mission

"To make a positive difference to the lives of our clients and associates by always acting in their best interests and helping them realize their dreams."

Our Vision

"To be the premier Financial Services Advisory in the industry, renowned for expertise in financial planning, valued for professional advice, and recognized for nurturing future leaders."

Our Core Values

Doing the right things even when no one is watching

Prioritizing the client's needs to drive sustainable success.
Building habits that drive excellence and perseverance.
Valuing collaboration and shared success.
Persisting through challenges with determination.

Our Philosophy

Placing client interests above all else.
Supporting and growing with our Financial Consultants
Fostering a culture of mutual respect and teamwork.
Encouraging balance across family, health, relationships, beliefs, and finances.
Recognizing and appreciating the people and opportunities that shape our journey.

Meet Our Advisors