HEALTHCARE PROFESSIONALS
Fingroup Elderhood Planning Portal Powered by YEPPA, Immortalize’s Digital Concierge
Turn Elderhood Planning from Chaos Into Clarity
Smart tech meets human advice - so you can plan retirement, care, and legacy in one place.
Why this Portal?
For doctors, healthcare professionals, and business owners, life decisions are interconnected: income, family, property, business, care, legacy. YEPPA simplifies the maze into a smart, easy, and automated journey - guided by Fingroup’s specialist advisors.
• Clarity and Speed: A personalised plan in minutes.
• Actionable: Step-by-step checklists and timelines.
• Connected: Track progress, store essentials.
• Human + Tech: Technology for speed, Fingroup for judgment.
What You Can Plan—End-to-End
Retirement & Income – Map out your needs, timelines, and trade-offs.
• Care readiness – medical, long-term care, caregivers, contingencies.
• Legacy & estate – beneficiaries, wills, LPA, trusts, instructions.
• Property & CPF – home decisions, cashflow, CPF considerations.
• Protection & risk – gaps, priorities, and options to discuss.
• Business succession – continuity, buy-sell, key-man succession.
How It Works
1. Answer guided questions (about 10–15 minutes).
2. Get your Elderhood Plan: Clear priorities, timelines, and to-dos.
3. Review with Fingroup to tailor strategies and next steps.
4. Execute and track with checklists, reminders, and simple follow-ups.
Built For Your World
For Healthcare Professionals:
Irregular schedules, shifting income, caregiver roles, and complex decisions - made manageable with a clear plan you can revisit anytime.
For Business Owners:
Integrate personal and business: Cashflow, shareholder agreements, key-person risk, and succession - without losing sight of family goals.
You Don't Have to be an Elder to Plan for Elderhood.
YEPPA anticipates your needs, offers personalized guidance, watches over your elderhood plans. Ensuring you are prepared and supported in your legacy years.
1. Characterization
YEPPA gathers some information about you to create a checklist of the key things that someone with your profile will typically need to do.
2. Personalization & Optimization
As YEPPA goes through more details of your intent and the problems that you want to solve, YEPPA will refine what you need, give you pointers to consider and suggest solution providers that optimize cost and suitability based on real market data. YEPPA then links you up to your preferred providers to get your problem sorted.
3. Management & Execution
Once you are done with the providers, come back to YEPPA and YEPPA will help you coordinate suitable loved ones or external parties to have access to specific parts of your plans, notifies you when there are major changes that affect you or when it’s time to review your elderhood plans.
Doctors in Training
For Young Professionals who are graduating Medical Students or Residential Doctors who may be serving an employment bond.
As you discover your financial capabilities, explore foundational financial planning like:
- Mortgage Needs for Your First Residential Property
- Legacy Planning for Peace of Mind
General Practitioners (GPs) and Dentists
For Professionals on the rise with a few years of practical experience and expertise.
As you gain wisdom and stability through the years, you might be open to possibilities of:
- Mortgage Needs for Upgrading Residential Property or Purchase of Commercial Property
- Legacy Planning for Clarity of Assets for Long Term
- Consultancy Advice and Corporate Support for Old or New Business
- Succession Planning like Clinic Valuation for Future Strategy
Public Specialists
For Dentists and Doctors working in the public sector considering transformation in their careers.
You might consider honing your specialisation differently:
- Mortgage Needs in Going Private with a Commercial Property or Refinancing of Existing Property
- Legacy Planning for Peace of Mind
- Consultancy Advice and Corporate Support for the Establishment of New Business
- Financial Strategy for Business Funding
Doctors in Training
For Young Professionals who are graduating Medical Students or Residential Doctors who may be serving an employment bond.
As you discover your financial capabilities, explore foundational financial planning like:
- Mortgage Needs for Your First Residential Property
- Legacy Planning for Peace of Mind
General Practitioners (GPs) and Dentists
For Professionals on the rise with a few years of practical experience and expertise.
As you gain wisdom and stability through the years, you might be open to possibilities of:
- Mortgage Needs for Upgrading Residential Property or Purchase of Commercial Property
- Legacy Planning for Clarity of Assets for Long Term
- Consultancy Advice and Corporate Support for Old or New Business
- Succession Planning like Clinic Valuation for Future Strategy
Public Specialists
For Dentists and Doctors working in the public sector considering transformation in their careers.
You might consider honing your specialisation differently:
- Mortgage Needs in Going Private with a Commercial Property or Refinancing of Existing Property
- Legacy Planning for Peace of Mind
- Consultancy Advice and Corporate Support for the Establishment of New Business
- Financial Strategy for Business Funding
Private Specialists
For Independent Specialists at the peak of their career.
Having the ability to manage your business effectively, you may innovate:
- Mortgage Needs for Upgrading or Purchasing New Residential or Commercial Property
- Refinance Existing Property for Innovation and Development
- Legacy Planning for Precise Asset Distribution
- Consultancy Advice, Financial Strategy, and Corporate Support to Boost Business
