Company website: www.ipac.com.hk Email: pamela.bradley@ipac.com.hk Direct line: 2285 2668 Mobile: 6606 1279
Company Info :
Formed in Australia in 1983, ipac manages more than AUD$13 billion (as of May 2009) for individuals and institutions over the world. ipac’s lifestyle financial planning process is practiced in Australia, Hong Kong, Singapore, Taiwan, United Kingdom, New Zealand and South Africa.
ipac is a member of the Global AXA Group, a world wide leader in financial protection and wealth management with assets under management of over EUR 981 billion. In 2007, the AXA Group ranked 15th in the FORTUNE GLOBAL 500 Survey of “The World’s Largest Corporations’. (all figures as of 31 December 2008)
In 2003 ipac launched its businesses in both Hong Kong and Singapore. ipac is licensed by the Monetary Authority of Singapore and the Securities and Futures Commission in Hong Kong.
ipac is an experienced international financial advice and investment group whose aim is to help people achieve their lifestyle objectives now and in the future through well-researched, fee-based advice.
While money and investing are the first things most financial advisers talk about, at ipac the focus is different. It’s on people, their dreams, aspirations and ultimately the lifestyle they want to lead.
We help people to first define the lifestyle they want to achieve, then we devise a personal, step by step plan on how to get there, providing advice along the way to ensure you make the right choices and stay on track with your plan. This sounds simple enough, but making the right choices can be difficult because the rules are always changing. So are your needs and priorities. So are your investments. And so are the options open to you.
ipac also have a solution for our corporate clients, tailor-making programs to help companies win the war for talent through financial education & advice for employees.
Our services:
wealth creation and capital preservation
managing lump-sum payments e.g. inheritance, compensation settlements
children’s education fund planning
retirement planning
career transition and overseas expatriate placement
investment portfolio management
corporate consulting services
Member Bio:
As head of ipac’s corporate consulting services (CCS), Pam is charged with helping today’s businesses win the war for talent. In order for companies to have more productive and focused staff at work, there is a direct link between personal well-being, financial empowerment and workplace productivity.
Recognising this, Pam works closely with organizations to develop effective programs to meet the needs of executives, assisting in the attraction and retention of quality staff. These programs include: • financial education seminars, • employee benefits programs, • redundancy & career-transition programs, and • workplace diversity programs.
Pam has been working in the financial services and property industries since 2000 – including over 6 years as an award-winning financial planner. Commencing her career in Victoria, Australia, she has enjoyed assisting expatriates & locals in Hong Kong these past two years, and has now recently taken the helm of the CCS team. She is licensed with the Securities and Futures Commission (SFC) and has a Bachelor of Business (Financial Planning). In 2009 Pam was a top 3 second round winner in the Independent Financial Adviser Category at the IFPHK/SCMP Financial Planner Awards. In her free time, Pam enjoys traveling to ski and gastronomic destinations across the globe.
