C O M PA N Y P R O F I L E

PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS)

Established in 2001 and licensed by the Monetary Authority

of Singapore, Professional Investment Advisory Services Pte
Ltd ("PIAS") is a leading financial advisory firm in Singapore.
PIAS offers a diversified suite of financial services and
solutions with a personalized approach.

PIAS has one of the largest, most respected and fastest

growing networks of financial adviser representatives in
Singapore. PIAS’ highly skilled financial adviser
representatives provide high quality and comprehensive
financial advice at both individual and corporate levels.

PIAS is a wholly owned subsidiary of Professional Advisory

Holdings Ltd ("PAH") which is a majority owned subsidiary of
the Aviva Group.

Our size, professional skills base and success in what we do

has enabled us to offer the first class, personalized service in
financial, wealth creation and wealth preservation strategies,
while at the same time, assuring that we are a progressive
company in the ever-evolving financial service sector.

Our expertise is providing advisory services to our clients on

the following:

• Comprehensive Financial Plan

• Risk Planning
• Insurance Planning
• Income Protection
• Critical Illnesses Protection Head Office:
• Investment Planning 6 Shenton Way
• Estate Planning OUE Downtown 2
#09-08
• Retirement Planning Singapore 068809
• Business / Business Succession Planning
• Debt Management
• CPF Investment Scheme
Branch Office:
• Education Funding Blk 261 Waterloo Street
• Medical Insurance #02-09
Waterloo Centre
• Employee Benefit Scheme Singapore 180261
• General Insurance
OUR SPEAKERS
Mr. Alan Tang
B.Soc.Sc (Hons Econs)
Chartered Financial Consultant ®
Certified Financial Planner TM
Chartered Life Underwriter ®
• Graduated in 1993 from NUS with a Bachelor of Social
Science (Hons), majoring in Economics
• More than 20 years of experience in the Wealth
Management Industry
• First batch of financial advisers to be conferred the
professional designations of Chartered Financial
Consultant, Chartered Life Underwriter and Certified
Financial Planner in Singapore
• Heads Apex Private Wealth Management, a branch of
PIAS with more than 40 advisers
• Was a MoneySENSE Speaker
• Conducted numerous training sessions and courses for
fellow financial advisers in the industry
• Conducts wealth management seminars for various
institutions, private companies and public service
organizations
 OUR SEMINARS

We have conducted more than 300 Wealth Management seminars for diverse organizations,
including Ministries, Statutory Boards, Unions, Country Clubs and Multi-National Companies. Our
seminars offer keen insights and interesting perspectives to wealth management, to help both
management and employees keep pace with the latest changes and developments. Our seminars
are guaranteed to be educational, stimulating and interactive, as affirmed by testimonies received
from participating organizations. What's more, lunch/dinner will be provided, complimentary. All
these, at your company's premises, at ZERO COST to you!

Various Seminar Topics to Choose from:

1. CPF and You

There are two things about CPF that never changes. One, it is here to stay. Two, it always
changes. Keep abreast with the latest changes and keep ahead of how to optimize it as a
cornerstone of your retirement plans.

2. Planning for your Golden Years

You have worked hard all your life, waiting for these days to come. Will what you have
painstakingly built up be sufficient? What can be done to ensure your retirement years are truly
golden? If retirement is near, what are the strategies and solutions that can be implemented to
truly maximize your retirement funds?

3. Navigating the Insurance Maze

We are so confused with so many different types of insurance policies in the market, which one
to choose?’ - concerns raised by many of our clients. Learn more about what kind of insurance
policies you already have in your portfolio and how to optimize your insurance dollar to lessen
risk exposure in different life stages. Saving dollars by making sense of it all !

4. Man at Work, Money at Work.

Markets rise. Market falls. Learn all about the intricacies of investments and how to make your
money work harder for you. Stay updated of the latest in the financial markets as well as the
main strategy of ensuring your money can work hard for you in the long term through proper
asset allocation, diversification and dollar cost averaging!

5. “Will” You Still Love Me Tomorrow?

A legacy or liabilities? What do you want to leave behind for your beloved ones should you
forget to wake up one day? We WILL show you the ways of preserving your wealth before
distributing it in a systematic manner. Time WILL heal the pain; financial freedom eases the
process for your loved ones.

6. Financial Intelligence for Women (Part 1 & Part 2)

Are men from Mars & Women from Venus? Find out more about the key differences between
ladies and gentlemen in their financial needs and goals. Discover tips on budgeting, cash-flow
management, & psychology of spending. Women usually differ from men in their approach
towards investments. Find out how women can maximise their natural instincts to strategise and
plan for their investment.
SEMINARS SYNOPSIS
SEMINARS SYNOPSIS
SEMINARS SYNOPSIS
 PA S T S E M I N A R S
Ministries & Statutory Boards Unions
MINDEF Amalgamated Union of Public Employees
Ministry of Community Youth and Sports (MCYS) Amalgamated Union of Statutory Board Employees
Ministry of Education (HQ) Chemical Industries of Employees’ Union
Ministry of Foreign Affairs NUS Staff Club
Ministry of ManPower United Workers of Electronic and Electrical Indus-
Accounting & Corporate Regulatory Authority tries
Agency for Science, Technology and Research
Agri-food & Veterinary Authority (AVA) Hotels and Resorts
Association of Muslim Professionals Banyan Tree
Building & Construction Authority (BCA) Millennium & Copthorne International Ltd
Central Provident Fund Board (CPF)
Civil Aviation Authority of Singapore (CAAS) Business Providers
Health Promotion Board
ABB Industry Pte Ltd
Health Sciences Authority Ace Dynamics Limited
Housing and Development Board (HDB) Akzo Nobel Surface Chemistry Pte Ltd
Land Transport Authority (LTA) Jurong International
Media Development Authority Keppel Saghers
National Community Leadership Institute
Linair Technologies Limited
National Environment Agency (NEA)
Minnesota Rubber Asia Pacific Pte Ltd
National Library Board (NLB) Richland Group Limited
National Parks Board ST Dynamics
National Youth Council Tyco Fire, Security and Svc Pte Ltd
Public Service Commission (PSC)
Public Service Department (PSD)
Singapore Planned Parenthood Association Information Technology
Singapore Prisons Services (SPS) Autodesk Asia Pte Ltd
Singapore Tourism Board (STB) Creative Technology
SPRING Singapore Crimson Works Solutions Pte Ltd
Urban Redevelopment Authority (URA) Hexon Technologies
IBM Singapore
NXP Semiconductors Singapore Pte Ltd
Country Clubs
SAP Asia Pte Ltd
Civil Service Club
Singapore Computer System
Fort Canning Club
T-Systems Singapore Pte Ltd
Raffles Town Club
UIC Technologies
Serangoon Garden Country Club
Singapore Swimming Club
Product Engineering
Concophilips International INC
Schools
Philips Singapore
Hwa Chong Junior College
National University of Singapore Society
Ngee Ann Polytechnic Real Estate
Republic Polytechnic Fast East Organisation
Singapore Management University United Premas
Yishun Secondary School
Retail
Public Transport CIBA Vision
Comfort Delgro Lego Singapore Pte Ltd
SMRT Corporation NIKE Singapore
Robinson & Co
Healthcare
Others
KK Hospital
Frost & Sullivian
Singapore National Eye Center
Fu Yu Corporation Limited
Thomson Medical Center
Singapore Turf Club
CLIENTS’ TESTIMONIES

ABB Industry Pte Ltd A.U.P.E. Multi-Purpose Co-operative

"Two similar talks were organised due to the Society
“The talks were informative and the sharing of
overwhelming response. The talks illustrated on how
examples was helpful in illustrating your
to optimise the CPF insurances schemes, practical
message. It was generally well received by our
tips on investments which were both educational
staff who now have a better understanding of
and interesting.
what they can achieve when they have proper
It also created awareness to employees that financial planning.
planning for retirement is essential and equally
We look forward to further opportunities to have
important to personal financial planning and that: it
your team guide us on other aspects of financial
is never too early to plan!
planning to prepare for all the challenges that we
We enjoyed co-operating with Mr. Alan Tang and his may encounter in our exciting but sometimes
friendly team. They were professional and provide unpredictable journey of life."
good services and provided free consultation to our
Cynthia Seah - Senior Finance Manager
colleagues even after the session.
Lastly, we would like to thank you and your team for National Environment Agency
conducting the talks at ABB premises and we look
“Our colleagues have greatly benefited from
forward to more interesting talks in the near future."
these talks. They are now more aware of the
Ang Ching Sze - Human Resources Officer benefits of commencing financial planning early
and are also better informed about the different
SMRT Corporation Sports and Recreation Medishield plans available in the market. Not
Club only are the talks educational, you have
“The talk was well-received by our members. It had captivated the audience’s attention with your use
certainly enlightened us and made us more aware of relevant anecdotes and personal experiences.
on various financial pitfalls and on the needs for We would like to, once again, express our
personal wealth planning. The feedback from sincere thanks to you and your team for your
members on the talk was receptive and informative. efforts in bringing the talks to our colleagues.”
We certainly look forward into possible future Goh Kah Bee – Head (Human Resource
Development), Human Resource Division
seminars/workshops of a different context.”
Cheok Ban Heng – SCRC Committee Chairman Singapore Technologies Kinetics
“These talks have been very well-received by our
Amalgamated Union of Statutory Board employees. It has certainly served to make our
Employees
employees more aware of the need for making a
“All the sessions were fully attended. The sessions
will and also to carry out financial planning in
were very interesting and employees found them
order to provide for life eventualities and lessen
informative and beneficial.
the burden of the families and loved ones upon
The speaker is very competent on the subject the demise of an employee.
matter and the presentation was delivered in a
simple laymen terms. Not only have the talks been very made very
We would not hesitate to invite PIAS for future educational but they have been made more
talks.” interesting by the use of anecdotes and actual
experiences.”
N. Thurairajasingam - General Secretary
Yeap Khek Teong—Vice President of Human
Resource
Singapore National Eye Centre
“Thank you for organising the Estate Planning talk
for us. The talk was very beneficial and enlightening
to our staff.
The speaker was well prepared and made the talk
easy to understand. We look forward to more talks
soon.”
Glenda Leong – Information Services Manager