PlanPlus Inc.

Planners from Singapore and India Win Distinguished Global Financial Planning Awards

Ann Marie Regal, CFP®, Globaleye International Wealth Solutions was recently announced as the first place winner of the 2015 Global Financial Planning Awards for the Asia region. Ann Marie will receive an all-expense paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA.

Asia, Singapore, August 12, 2015 --( The PlanPlus Global Financial Planning Awards recognize top financial planners based on the demonstration of providing outstanding financial planning advice clearly focusing on the best interests of the client. Advisors from all over the world submitted entries which are then reviewed and adjudicated by judges allocated for a specific region. Two to five finalists for each region are chosen and asked to present their plans virtually to the judging panel in order to determine the winners.

“It is an honor to be recognized by PlanPlus and I want to thank everyone involved,” said Ann Marie. “Winning the 2015 Global Financial Planning Award for Asia was a challenging and rewarding experience. As an American with the US CFP® designation living in Asia, my focus is on American expats, cross-border financial planning and pre-US immigration planning. Being recognized by PlanPlus for cross-border financial planning validates that I am providing high quality advice and service to my clients’.”

“While the initial submission process for the Global Financial Planning Awards was straight-forward, the finalist presentation was challenging,” said Ann Marie. “A financial plan on paper needs to come alive so the judges 'meet' the client and “hear” the advice given to them. The Global Financial Planning Awards competition allowed me to reflect upon what I’ve done and challenges me to continually improve. This is an experience I highly recommend to all planners who are passionate about helping clients with their financial goals; analysing and organizing their financial lives, defining and managing their path forward, and assisting them to reach their financial goals.”

“We are truly excited to see the depth and breadth of our competition grow each year,” said Global Awards Chair, John Page. “Our winners have produced extraordinary financial plans rich in value to their clients. We are honoured by the quality of their work and their dedication to their clients. Our winners exemplify what financial planning is all about.”

Chetan Kumar Pandya, FRM, CFPCM from TrustPlutus Family Office & Investment Advisers in Mumbai, India was named as the first runner-up for Asia. Mr. Rajendra Kalur, TrustPlutus Director & CEO said, “At TrustPlutus, we ensure that the client’s need & objectives are properly discussed and mutually agreed before embarking on drafting the plan. While this is a much more detailed and longer process this ensures that there are no surprises when the plan is being put up for execution. Chetan, our Head – Advisory and his team is doing a splendid job in making the plan and ensuring minimum of glitches during execution.”

“We thank PlanPlus and the Global Financial Planning Awards team for doing an excellent job in conducting this competition and appreciate the fact that it has been a great learning process for the team. Chetan and I and look forward to participating in the future as well.”

“It is an honour to have adjudicated this year’s entries for the 2015 Global Financial Planning Awards for the Asia region” said Matthew Asser, Global Awards judge. “Financial planners, acting with a fiduciary or clients’ best interest standard, are contributing significantly to the success of their clients’ lives. This year’s winner and 1st runner-up submitted plans that had some real complexity. Their clients were faced with significant challenges that would have significantly hampered their financial and personal wellbeing.”

“In these plans we saw several problems, e.g. cash flow and liability problems as well as significant international tax issues. Not only did these planners help solve these problems they also went further. They helped create behavioural change in their clients’ spending and lifestyle choices. This is a critical outcome because it helps to maintain personal financial discipline over the long-term. When done well financial planning is not an event, but rather a discipline held over time. We are very excited to see new entrants and their professional contributions for the Awards in 2016.”

For more information on the PlanPlus Global Financial Planning Awards visit
PlanPlus Inc.
Elaine Hartjes, Marketing Manager
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