Vipin Satish AIA FA Financial Consultant
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Vipin began his journey in the financial industry after his national service, drawn to a career that was people-facing and influenced by his own interactions with financial advisors. He specializes in using a professional asset allocation process that optimizes macro-financial planning for his clients, tailoring strategies to their unique needs.
His expertise is certified with prestigious credentials including IBFQ (Institute of Banking and Finance Qualified) and CAWA (Certified Affluent Wealth Advisor). Vipin believes that financial planning should be simple and revolves around valuable conversations that lead to actionable insights.
Dedicated to making a positive impact, Vipin focuses on providing his clients with the tools to secure more time and financial freedom. He ensures that every consultation moves them in a positive financial direction, regardless of whether they continue their journey together.
Associate @ AWM Group
Institute of Banking and Finance Qualified
Certified Affluent Wealth Advisor
Estate Planning Specialist
Million Dollar Round Table
Create Wealth That Endures: It all begins with meaningful dialogue. The aim isn’t just to accumulate wealth, but to establish a legacy that extends beyond a lifetime.
Vipin’s advisory services are typically catered to medium to high net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next-level wealth advisory with his personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you.
To ensure that you live a life that outlives you, having enough at the end of time.
To ensure that all unnecessary expenses are low, while maximising your cash flow.
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved one protected.
With over two years in the financial industry, Vipin understands that as individuals progress through life, their financial complexities grow even as their available time shrinks. Many find themselves overwhelmed, unable to adequately manage their wealth due to time constraints. Financial planning often becomes stressful, with the focus on earning more without optimizing existing resources.
Vipin believes that managing your finances should be straightforward and transparent. He is dedicated to simplifying the process, ensuring that financial decisions enhance your life rather than complicate it. By focusing on effective communication and tailored advice, Vipin helps his clients not only to safeguard their assets but also to achieve peace of mind knowing their financial future is secure and well-planned.
In Just 20 Minutes, Vipin will be able to help you unlock and identify unoptimized assets that you may have, to help you maximise what you may already have.
At the very least, you will get a better understanding of your financial position, to help you make better financial goals for your future.
Fill up the form below and he will personally schedule a call back.
* Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.
