The Foundation of PFP
Premier Financial Planners (“PFP”) was established with 10 associates, laying the groundwork for what would later become PFPFA.
“Legacy is the establishment of traditions and the transfer of values to be passed on to future generations. It is made of the stories our grandchildren will tell about us to their children.”
Premier Financial Planners (“PFP”) was established with 10 associates, laying the groundwork for what would later become PFPFA.
PFPFA Pte Ltd was incorporated in March 2020 and began preparations to apply for a Financial Adviser’s Licence.
Received the Financial Adviser’s Licence from MAS and officially launched PFPFA in Singapore.
SingWealth Holdings was established to bring the Group’s businesses under one strategic vision, strengthening collaboration and enabling regional expansion.
Strengthened our regional presence with a dedicated client space to support personalised advisory and deeper client engagement in Malaysia.
Expanded our FA presence into Hong Kong and Malaysia, marking a new chapter in the Group’s regional expansion.
Launched a flagship client experience space in Orchard, designed to support thoughtful wealth and legacy conversations for affluent individuals and families.