First Principal Financial possesses the key qualities of reputation, expertise and longevity. We look forward to continuing our relationship with you in the years ahead.
Our Reputation for Quality and Service
Established in 1997, First Principal is a leading Independent Financial Advisory (IFA) firm. The group provides advice, financial products and services to individuals and businesses in the areas of investment, insurance, estate distribution, retirement, taxation, mortgage loans, corporate pensions, employee benefits and business continuation and general insurance brokering.
As an independent financial advisory group, we act in the sole interest of our clients. Through our network of actuarial, tax and legal experts, and our strategic alliances with various investment groups, fund managers, insurance companies, banks, stockbroking and private banking groups, we provide individuals and businesses with a comprehensive range of financial planning solutions.
Over the years, we have set ourselves apart and have established the reputation of a financial advisory group respected by both clients and industry practitioners alike. We take pride in honing the following attributes that have contributed proactively towards building a dynamic financial services industry.
1. Proactive Contribution
Taking a proactive approach to the financial planning industry, we constantly contribute to various electronic media channels, mass publications and educational institutions. Our company has been featured regularly, and we contribute to publications such as the Asian Wall Street Journal, The Business Times, The Straits Times, The Edge and Smart Investor. In mass media, we have participated in TV networks such as CNBC, MediaCorp and local radio stations. First Principal also contributes to the Singapore College of Insurance (SCI) and the Institute of Banking and Finance (IBF), in the area of lectures and curriculum development.
Through our fully licensed regional branches, First Principal also provides quality financial advisory products and services to our clients regionally.
2. Enabling Technology
First Principal employs the latest in information technology and database systems. Totally proprietary, our streamlined infrastructure includes a most up-to-date information management centre, putting to use an internet-enabled, fully integrated end-to-end suite of application software. This powerful advantage allows our advisers to respond faster, as well as provide you with well-informed advice.
Our unique capability in the application of information technology was also reflected strongly in the 2009 financial crisis. Complex financial decisions were made in the midst of the chaos, to preserve the values of our clients' invested funds and take advantage of new opportunities. Our ability to respond in the shortest time was made possible by our proprietary IT application and robust infrastructure. This powerful advantage allows our advisers to respond faster, as well as provide you with well-informed advice.
3. Unique In-house Applications
Our unique in-house Financial Planning Applications and Investment Advisory Service asset allocation models allow us to monitor and manage your financial affairs and investment portfolios in a manner rarely found elsewhere.
Ever ready to assist are our advisers, paraplanners, investment committee, general insurance and employee benefit departments, business continuity and mortgage specialists along with a host of legal, accounting consultants.
To find out more on how you can take full advantage of our products and services, simply call us at (65) 6220 5333. Our experienced, client-centred and friendly advisers are committed to providing you with sound and objective advice. At First Principal, we are always on your side.
