"Client interests always come first, professionalism is non-negotiable, confidentiality is paramount, and honesty prevails even when it is tough to hear."
– Ian Foo
Certification
Associate Specialist in Estate Planning (ASEP®)
Hello, I'm Ian Foo
Associate Director & Practice Mentor
MAS Representative No. FCT300069495
"Client interests always come first, professionalism is non-negotiable, confidentiality is paramount, and honesty prevails even when it is tough to hear."
– Ian Foo
Ian Foo is known for his candid and reliable guidance in the financial services sector. With unwavering principles and a steadfast commitment to nurturing his clients’ financial growth, Ian has built a reputation as a trusted consultant who always prioritises his clients’ best interests.
Ian’s rock-solid planning philosophy is founded on clear principles: client interests always come first, professionalism is non-negotiable, confidentiality is
paramount, and honesty prevails even when it is tough to hear. His approach is not just about financial planning but about doing it right—helping clients make informed decisions that align with their goals.
With more than 10 years of experience, he specialises in serving busy professionals in their 30s and 40s, as well as families, Ian understands the unique challenges and aspirations of his client base. This deep understanding allows him to tailor his services for maximum impact, ensuring each client’s financial plan is as effective and efficient as possible.
Beyond his professional expertise, Ian is a pillar of support for his family. He takes immense pride in nurturing his three-year-old and newborn, demonstrating his ability to balance personal and professional responsibilities seamlessly.
Certification
Associate Specialist in Estate Planning (ASEP®)
Achievements
Court of the Table
2024
Top of the Table
2023
Court of the Table
2022
Court of the Table
2021
Million Dollar Round Table 2020
Court of the Table
2019
Court of the Table
2018
Million Dollar Round Table 2016
Testimonials
We initially crossed paths as strangers, brought together by a friend's referral, but over time, Ian has cultivated trust through his patient, straightforward explanations of policies and requirements. What truly stands out is his authenticity, attentive listening, and non-aggressive approach to providing advice. It instils a profound sense of assurance in our partnership. Without a doubt, I envision a long-term collaboration with Ian and am eager to introduce more friends to his expertise along the way.
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Let’s have a conversation about your future, life aspirations, and financial well-being.
