Part of IPP Financial Advisers Pte Ltd

Make Confident
Money Decisions โ€”
With an Adviser Who Puts You First

Honest guidance for every stage of life โ€” not tied to any one bank or insurer, so our advice is always about you. No jargon, no pressure, no obligation.

Free first consultation  ยท  No sales pressure  ยท  Reply within 1 business day

S$2.2B
Assets Under
Advice
60K+
Clients
Served
40+
Years of
Excellence
Our Services
Financial Planning
Holistic, honest & client-centric
Insurance Planning
Protection against the unforeseen
Investment Management
Grow your wealth professionally
Retirement Planning
Enjoy your golden years fully
Education Planning
Give your child a head start
โœฆ  Independent Advice, No Conflict of Interest
IPP Financial Advisers building in the Singapore financial district
1983
Established by IPP Financial Advisers

Singapore's Premier Wealth Advisory Specialists

Team Eagle Advisory Group is part of IPP Financial Advisers Pte Ltd (IPPFA), Singapore's pioneer in comprehensive Wealth Advisory Services since 1983, managing over S$2.2 billion in Assets Under Advice.

Truly Independent Advice

As a licensed independent financial adviser, we compare across all major insurers and fund houses. Our loyalty is to you, not any product provider.

Client-First Philosophy

Our philosophy: to educate and guide you to make better, informed financial decisions. We never sell for the sake of selling. Every recommendation serves your interests first.

Lifelong Partnerships

Financial planning evolves with your life. We build ongoing relationships that adapt with your family, career, and milestones over the decades.

"Our philosophy is to educate and guide you to make better and informed financial decisions. Not to sell." This is the Team Eagle promise.

S$2.2B
Assets Under Advice
60,000+
Clients Served
40+
Years of Excellence
10+
Expert Advisers

Comprehensive Financial Services

Click a service below to explore how we can help you at every stage of your financial journey.

Create a Financial Plan
Honest & Competent Advice
A lifelong collaboration built on trust, transparency, and your best interests.

Comprehensive Financial Planning

True financial confidence doesn't come from a product โ€” it comes from a plan built around your whole life. Because we're fully independent, every recommendation is driven by one thing alone: what's genuinely best for you.

Common concerns we help with
  • Am I actually on track, or just guessing?
  • I have bits and pieces, but no real plan.
  • Where should my next dollar go?

Full financial health check across income, expenses, assets, and liabilities

Personalised roadmap aligned to your short and long-term goals

Regular reviews as your life circumstances evolve

Clear, jargon-free explanations with no pressure, ever

Start Your Financial Plan
Protect My Family
Protect Against the Unforeseen
Safeguard your family's financial future against life's uncertainties.

Insurance Planning

Life's uncertainties like death, disability, and critical illness can devastate even the best-laid financial plans. As independent advisers, we compare coverage across all major insurers to design protection strategies that give you the best combination of premiums, coverage, and surrender value.

Common concerns we help with
  • Am I overpaying for insurance?
  • If something happened to me, would my family be okay?
  • Do my old policies still make sense?

Unbiased comparison across all major Singapore insurers

Life, critical illness, disability, and hospitalisation coverage

Coverage gap analysis to identify what you're missing

Proactive claims assistance when you need it most

Grow My Wealth
Grow Your Wealth Professionally
Institutional expertise applied to your personal wealth strategy.

Investment Management

Growing wealth isn't about chasing the market โ€” it's about a disciplined strategy that quietly compounds over the years. Working alongside IPP's seasoned investment team, we bring institutional-grade research to your personal wealth while keeping risk firmly in check.

Common concerns we help with
  • How do I grow my wealth without taking big risks?
  • Is my money just sitting idle?
  • Is my portfolio actually working for me?

Risk profiling and portfolio design tailored to your goals

Access to a wide range of unit trusts and investment-linked plans

Regular portfolio reviews and performance updates

Tax-efficient strategies including CPF investment schemes

Plan for Retirement
Enjoy Your Golden Years
Stop working by choice, not necessity. Retire with confidence.

Retirement Planning

Retirement should be the reward for a lifetime of work โ€” never a source of worry. We build a clear, reliable roadmap from your savings, CPF, and investments, so you can stop working by choice, not necessity, and enjoy your golden years on your own terms.

Common concerns we help with
  • Do I have enough to retire comfortably?
  • When can I actually stop working?
  • Will my savings last as long as I do?

Retirement income projection and cashflow planning

CPF optimisation strategies (OA, SA, Medisave)

Passive income strategies through savings and investments

Legacy and estate planning to protect the next generation

Plan for My Children's Future
Gift Your Child a Head Start
The best investment for your child's future starts today.

Children's Education Planning

Every parent wants to open doors for their child โ€” and with university fees climbing each year, the earlier you start, the harder your money works. We build structured savings and investment plans matched to your timeline, so your child's future is shaped by their potential, never a price tag.

Common concerns we help with
  • How much should I save for my child's education?
  • Will I be ready when the fees arrive?
  • What if something happens to me before then?

Education cost projection for local and overseas universities

Endowment and savings plan comparisons across all providers

Investment-linked plans for higher potential growth

Built-in protection so the plan continues even if you can't

Advice That Puts Your Life First โ€” Not Product Sales

Most people don't need more financial products. They need clear, honest advice.

We help you make confident financial decisions with personalised advice tailored to your goals, family, and long-term future โ€” without pressure or product pushing.

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Advice That Isn't Driven by Sales Targets

We are not tied to any single bank or insurer. Our advisers compare solutions across the market to recommend what genuinely fits your needs.

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A Financial Plan Built Around Your Real Life

Your goals, family responsibilities, income, and risk comfort level are different from everyone else's. We take time to understand your situation before making any recommendation.

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Long-Term Relationships, Not One-Time Transactions

Many of our advisers have served clients for 10+ years, supporting them through life stages such as marriage, parenthood, career progression, and retirement.

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Advice Explained Clearly โ€” Without Pressure

We believe financial advice should be understandable, transparent, and tailored to your needs. We take time to explain your options clearly so you can make informed decisions with confidence.

Speak With an Adviser Who Puts Your Interests First

Whether you are planning for retirement, protecting your family, or growing your wealth, we help you make informed financial decisions with clarity and confidence.

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No sales pressure
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Independent recommendations
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Advice explained clearly
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Personalised to your goals
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Regulated by MAS, Singapore
Get Personalised Financial Advice

Meet Your Advisers

Click any adviser card to read their full profile, credentials, and client testimonials.

Yeo Wee Khin
View Profile โ†’

Yeo Wee Khin

Senior Advisory Group Partner

A respected industry leader and sought-after speaker, guiding individuals and organisations to build, preserve, and pass on wealth across generations.

13ร— CRT Qualifier Corporate Speaker, MNCs & Seminars 40+ Years in Advisory
Raymond Wong
View Profile โ†’

Raymond Wong

Associate Director

Advises individuals, families, and business owners on structuring, growing, and protecting wealth with proven, real-world strategies.

17ร— Consecutive CRT Qualifier 1,000+ Clients Advised Featured on TV & Straits Times
Mattheus Yeo
View Profile โ†’

Mattheus Yeo

Financial Services Manager

Simplifies complex financial decisions, helping clients make confident choices through clear, structured planning.

MDRT ยท Top 5% Globally Author, "7 Money Misconceptions" 200+ Families Advised
Ng Wee Chuan
View Profile โ†’

Ng Wee Chuan

Senior Financial Services Manager

Partners with families and business owners to design stable, long-term financial plans balancing protection, growth, and security.

12ร— CRT Qualifier MDRT ยท Top 5% Worldwide 2 Decades of Advisory Experience
Raymond Tan
View Profile โ†’

Raymond Tan

Financial Services Manager

Known for his thoughtful, client-first approach, helping individuals build well-structured financial plans with clarity and confidence.

MDRT ยท Top 5% Globally Top 100 Adviser (IPPFA) Strong Referral-Based Portfolio
Jessica Koh
View Profile โ†’

Jessica Koh

Financial Consultant

Provides comprehensive financial planning, helping families build strong foundations across protection, wealth accumulation, and long-term security.

Certified Will Planner 20+ Years Advising Families Holistic Planning Across Life Stages
Jermaine Cai
View Profile โ†’

Jermaine Cai

Senior Wealth Management Consultant

Combines strong financial expertise with a structured approach to help individuals and families make confident decisions across different life stages.

CFP Certified AEPP (Estate & Succession) IBFA Advanced
Johnny Lee
View Profile โ†’

Johnny Lee

Financial Services Manager

Known for his steady calmness and unwavering sense of purpose, helping clients build long-term financial freedom through trust, care, and meaning.

Two Decades at IPP ยท Since 2005 Triple Specialist: Investments ยท Retirement ยท Insurance Strong Referral-Based Practice

What Our Clients Say

Real words from real clients who have trusted Team Eagle with their financial futures.

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"

Wee Khin has not only been a trusted adviser but a dear friend for more than 10 years. He painstakingly explains retirement planning in layman's terms. No investment amount is too small for him despite being an industry veteran. I would not hesitate to recommend him to anyone.

L
Ms Lim
Senior Manager, Client of Yeo Wee Khin
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"

Raymond Wong is helpful, knowledgeable, competent and fast to respond to my financial needs. He provides sound and professional financial advice that truly benefits me. Highly recommended without hesitation.

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Ms Leong
Head of Finance, CPA. Client of Raymond Wong
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"

Raymond Tan takes time to find out what my needs are and explains the reasons behind his recommendations. I am comfortable and do not feel pressured to make decisions. He patiently answers my questions, even when they are repeated!

J
Jackii Lau
Accountant, Client of Raymond Tan
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Mattheus possesses a very comprehensive knowledge of financial products through his dedication to thorough research, in a bid to serve his clients with the best possible financial plan catered to each individual. I am a very satisfied client.

K
Ms Kimberly Chung
Analyst, Client of Mattheus Yeo
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"

Jessica's service is incredible, not only in Financial Planning but in updating me on policies, investment performance and claims. She compares across insurers and selects the best combination of lowest premium and highest sum assured. Truly exceptional.

P
Paulyn
Director of Operations, Client of Jessica Koh
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"

I had an amazing experience with Jermaine. After I was hospitalised with dengue during COVID, I realised my Medisave was not adequate. Since working with her, I have total peace of mind. The quick turnaround on claims is amazing โ€” Jermaine goes all out to fix bureaucratic issues with hospital staff. She is brilliant.

I
Isabella Huang-Loh
Chairman SEC, Client of Jermaine Cai
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"

Just wanted to say a quick thank you for all the valuable advice and help over the last 10+ years. The true professionalism Johnny has shown is what I have cherished. He gave me the assurance that our interests come first, and was never pushy. When I welcomed my baby girl, I knew I did not need to worry โ€” we are in good hands.

D
David Tan
Senior Vice President, Client of Johnny Lee
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"

He is the most experienced, competent and knowledgeable financial adviser I have met. Wee Khin always finds out what I need first, before giving me unbiased advice. Over the years my savings have compounded. I have a steady cash flow for retirement.

J
Jackson
Engineer, Client of Yeo Wee Khin
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"

Raymond is a very pleasant person and adviser who listens to what a client wants and offers various solutions. He has been there to help review and assess my financial planning needs at every stage of my life. Truly a lifelong adviser.

M
Mark J.N.
Retired Senior Management, Client of Raymond Wong

Frequently Asked Questions

Everything you want to know about working with an independent financial adviser in Singapore.

Bank advisers can only recommend products from their own institution. As an independent financial adviser regulated by MAS, Team Eagle can compare and recommend products from all major insurers and fund houses in Singapore, ensuring you always get the most suitable option, not just what's available from one provider.

Yes, completely. The first consultation is a no-obligation conversation where we get to understand your financial situation and goals. There is no sales pressure. After listening, we will share what we believe is relevant to you, and you decide whether you'd like to proceed.

Our advisers are remunerated through commissions paid by product providers (insurers and fund houses) when a financial product is taken up. There is no direct fee charged to you for our advisory services. We are fully transparent about all charges and commissions associated with any product we recommend.

Absolutely. Many of our clients come to us for a second opinion on existing policies. We can do a comprehensive portfolio review to identify any coverage gaps, overlaps, or better-value alternatives. There is no obligation to change anything. Our goal is simply to ensure you have the right protection in place.

The earlier the better. The power of compounding means starting 10 years earlier can make an enormous difference to your retirement fund. However, it is never too late to start. Our advisers work with clients at all life stages, from young professionals in their 20s to individuals approaching retirement in their 50s and 60s.

Yes. CPF optimisation is a key part of comprehensive financial planning in Singapore. Our advisers can guide you on CPF top-ups, investing CPF-OA funds in approved instruments, voluntary housing refunds, and CPF LIFE options, to maximise your CPF for retirement income.

Yes. Team Eagle Advisory Group operates under IPP Financial Advisers Pte Ltd, which holds a Financial Adviser's Licence issued by the Monetary Authority of Singapore (MAS). All our advisers are licensed representatives under this licence and are bound by MAS regulations and the Financial Advisers Act.

Our service doesn't stop after a policy is taken up. When you need to file a claim, your adviser will be there to guide you through the process, completing the paperwork correctly, submitting the claim on time, and following up with the insurer on your behalf. That is part of our ongoing commitment to you.

Partnering With Leading Global Institutions

As an independent advisory group, we have access to products across all major insurers and fund houses, so every recommendation is driven solely by your best interest.

Aberdeen Standard Investments
AB Bernstein
Allianz Global Investors
Amundi Asset Management
BlackRock
BNP Paribas
Columbia Threadneedle
Dimensional Fund Advisors
Eastspring Investments
Fidelity International
Fundsmith Equity Fund
Goldman Sachs
Janus Henderson Investors
J.P. Morgan Asset Management
Legg Mason
Lion Global Investors
PIMCO
Schroders
Franklin Templeton
UOB Asset Management
AIA
China Life
China Taiping
eTiQa
Friends Provident International
FWD Insurance
HSBC Life
Income
Manulife
Singlife
Tokio Marine
Transamerica

Get Clarity on Your Financial Questions

Whether you're reviewing existing plans, planning for retirement, protecting your family, or simply unsure where to begin, we're here to help you make informed financial decisions with clarity and confidence.

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Office Address

78 Shenton Way #30-01
Singapore 079120

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Call Us

(65) 6511 8871
Monโ€“Fri, 9amโ€“5pm

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WhatsApp Us

+65 9837 9432
Responses within business hours

What You Can Expect
  • A no-pressure conversation
  • Advice explained clearly
  • Independent recommendations tailored to your goals
  • Guidance across multiple insurers and solutions
  • Response within 1 business day

Speak With an Adviser

Tell us a little about yourself and one of our advisers will reach out within 1 business day for a no-obligation conversation.

Free first consultation ยท No obligation ยท We reply within 1 business day

๐Ÿ”’ Your information will remain private and confidential. No spam. No pressure.