History of ePlanner before we rebrand to Infinite Wealth Group

ePlanner was born Jan 2015 as the team grows from strength to strength since Feb 2009 in Financial Alliance. Previously the team was known as Achievers.

As our team size grows with more team leaders and diversified team members, we need to unify our team culture and core values to raise productivity of every team members. Hence we transform ourselves to ePlanner aka Elite Planner!

In Financial Alliance we are called the EP Group in short and we specialized in Estate Planning.

Mission of ePlanner

"With a dedicated and competent team, we relentlessly champion purposeful financial advice for our clients and elevate life quality for all."

Every Client presents to us a unique set of goals to fulfill and constraints to consider.

We serve our Clients with Integrity, Competency & Professionalism, knowing that we have their best interests at heart.

With pride and dignity, we apply our skills, ingenuity and agility in every action we take and every recommendation we make.

No job is too big for us, and we consistently infuse quality and meaning to every life we touch

Vision of ePlanner

"To be the guiding star in the eyes of our clients, and the inspiration for the Financial Advisory industry in the region"

We help our Clients navigate their financial future while we steer our own to ever greater heights.

By advocating winning attitudes, best practices and cohesive rapport, we aim to be the flagship of the Financial Advisory Industry and the toast of our Clients.

We aspire to be the industry benchmark lauded for setting standards and raising them. And we still stay ahead with our constant improvements, innovations and refinements.

Business Philosophy

We will keep learning and staying relevant in order to constantly adding value and growth into the life of our staffs, consultants and client.

We are committed to build a world class financial practice by constantly achieving our business goals with our heart and soul in helping our client to reach their goals.

We will take up social and industrial responsibilities to provide community services and excellence career opportunities to the like minded individual.

Culture of ePlanner

5 Do's and 3 Don't
5 Do's
Always be Professional and Productive in our career
Always practice Caring and Sharing toward our clients and fellow colleagues
Always Listen to Understand and not to Reply! Seek First to Understand, Then to be Understood

3 Don't

Meeting Attendance Requirement

Please note that all Managers & Consultants are required to attained at least minimum 75% attendance in FAR Business Conference (including Annual and Mid-Year events) meaning you can only afford to miss 3 out of 12 meetings.

Failure to meet the requirement will result in disqualify from any Awards or Incentives provided by the company.

Likewise for ePlanner Team Meeting

P.S. You will be considered as absence if you didn’t turn up, regardless what reason was given. Only Medical Certificate of yourself or immediate family and Pre-Book Oversea Trip can be considered for appeal on case by case basis. Must present proof when required

Weekly Sales Builder and Training Requirement

As a Team, we provide the following for new comer to have a fast start in their career:

Weekly Sales Builder every Friday morning from 10am to 12pm for accountability and case study sharing. Objective is to make sure everyone will achieve at least $50k income within a year. This is compulsory for everyone who earn less than $50k income upon joining and can only be optional once achieved within a year.