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Hi, my name is

Joshua Hoong

I’m a Chartered Financial Consultant (ChFC) at ACTS Advisory Group, IPP Financial Advisers specialising in comprehensive Retirement Planning, as well as a Million Dollar Round Table (MDRT) member.
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Weekly content, just for you.

Weekly content, just for you.
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[ services ]

I help to plan and meet

Financial goals

No matter where you are in life, or what needs you may have, I am committed to helping you craft a personalised and effective financial journey that is best suited for you.

With no ties to any one insurer, it is my promise that my advice will always remain professional and in your best interest.

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Helping you to achieve adequate retirement planning so that you can maintain the lifestyle that you desire in your golden years, with the following steps:

⁍ Assessing your current financial status
⁍ Taking into account the passive income generated
⁍ Understanding the things that are important to you
⁍ Understanding the kind of lifestyle that you would like to have
⁍ Recommending a comprehensive plan to fulfil those goals

Designing a personalised and professional plan that is meant to fit your risk appetites and meet your financial goals:

⁍ Regular savings plan
⁍ Portfolio monitoring, rebalancing, and optimisation
⁍ Investment selection
⁍ Risk exposure and mitigation techniques
⁍ Strategic and tactical asset allocation

Helping you ensure your financial security and standard of living in the event of accidents or illnesses, by making the following recommendations in relation to your financial plans:

⁍ Life insurance
⁍ Health insurance
⁍ Car insurance
⁍ Home insurance
⁍ Investments
⁍ Long-term savings

Comprehensive advice regarding your legacy, including the following aspects:

⁍ Wills *
⁍ Trusts
⁍ Assets
⁍ Property ownership

* IPP Financial Advisers Pte Ltd is not affiliated, associated, authorised, endorsed by, or in any way officially connected with SimplyWills Pte Ltd, or any of its subsidiaries or its affiliates. Will planning advice & services are not provided by IPP Financial Advisers Pte Ltd and is not part of the Financial Advisory Services provided by IPP Financial Advisers Pte Ltd. The official SimplyWills Pte Ltd website can be found at simplywills.com.sg.

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[ Strengths ]

My strengths

My passion for financial planning is backed by strong technical know-how as well as the relevant achievements and accreditation.

Accreditation

⁍ Chartered Financial Consultant (ChFC/S)
⁍ Accredited Wills Planner by SimplyWills Pte Ltd

Achievements

⁍ Million Dollar Round Table (MDRT)
⁍ Company Producers’ Club Achiever
⁍ Financial Planner of the Year 2020 (FPAS) – Finalist
⁍ Has been regularly invited as a speaker in his own capacity for more than 30 companies, to achieve a personal goal of raising financial literacy

Core ethics

⁍ Tailoring professional, unique and effective financial plans for each individual
⁍ Going the extra mile to ensure that my advice is always appropriate, and sustainable
⁍ Using financial tools that have been time-tested, and refined for more than a decade
⁍ Strongly believes in the importance of trust and confidence built through a commitment to high principles and integrity

[ About Me ]

Get to know more about me

Some insight into the person behind the financial planner.
I myself was a beneficiary of financial planning, and it completely revolutionised my life.

Earlier in life, I lived from paycheck to paycheck with barely anything in my bank account. It was through a personal conviction to set things right that I managed to amass a five-figure sum in just nine months, by learning tried-and-tested financial concepts as well as saving diligently.

Due to this personal experience, I am extremely driven to provide adequate financial planning to everyone that I meet.
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[ Case studies ]

Client success stories

How I’ve helped my clients thus far.
Ms Teo
Ms TeoAge 34
Mr and Mrs Wee
Mr and Mrs WeeAround Age 37
Ms Chua
Ms ChuaAge 49
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Ms Teo
Ms TeoAge 34
Mr and Mrs Wee
Mr and Mrs WeeAround Age 37
Ms Chua
Ms ChuaAge 49
Previous
Next

[ Testimonials ]

What My
Clients Say

With a diverse clientele hailing from all walks of life, here’s what some of them have to say.

"

Joshua was thorough in his analysis, gave me clarity and assurance about my current financial situation and customised for me a holistic portfolio which includes feasible solutions so I can achieve my objective and accelerate my Retirement.

Kee Kim Eng
Group Chief Financial Officer @ Courts Asia

"

Joshua never fails to respond to our queries and makes it a point to clarify on the necessary info before advising us on next steps. He’s always willing to help make the necessary research and calculations that will, in turn, help us to make the right decisions. All this, while being patient and not pushy. This work ethic gives us the confidence to entrust much of our financial planning to him.

Joel Tam
Marketing Director @ CareGiver Asia Pte Ltd

"

Being an ambitious individual myself, Joshua identified how important my family and my business was to me. Taking these factors into consideration, he managed to strike a balance by customising my insurance portfolio to provide the peace of mind and financial security for my family that I desired, in a cost effective way so that I can pursue my career unhindered.

Bili Yang
Managing Director @ Avernor

"

I recall meeting Joshua in between meetings once and forgot to get lunch. As a personal touch, Joshua got me a takeaway based on my dietary preferences. Truly appreciate the attentiveness, heart and service that Joshua provides and looking forward to more milestones with him!

Mohammad Haireez
Partner @ Haridass Ho & Partners

[ news & articles ]

Content Made For You

New content posted weekly to keep you updated on relevant news and important financial tidbits.
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joshuahoong.biz

3 key things to take note when investing into Disruptive Innovation themes

Point 1 .Time Horizon Innovation Themes take time, these companies being at the forefront of growth tend to take time to scale, turn profitable and ready for mass adoption. It took Microsoft some …
| October 24, 2020 | Fundamentals
joshuahoong.biz

5 Common CPF Myths You Probably Heard

Myth 1: CPF makes you Pay “Double Premiums” for MediShield Life and your personal Integrated Shield Plan (IP) As a Singaporean/PR, you are automatically insured with MediShield Life and premiums …
| October 17, 2020 | Fundamentals
joshuahoong.biz

How is CareShield Life different from other forms of Disability insurance – TPD, Disability Income, ElderShield, Personal Accident Insurance.

Today I will talk about the broad comparisons of Disability Insurance in the industry and how it compares against the New CareShield Life. Click here for a recent article I wrote …
| September 4, 2020 | Fundamentals
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