Financial Advisor Singapore
A financial advisor is a person who supports you in making wise financial decisions. The financial state of a person is crucial, particularly as he or she ages.
What credentials a financial advisor should possess? Before providing your financial adviser the chance to offer you advice on your financial condition, you should make sure her or she is a qualified and experienced one.
There are many financial advisors in Singapore. Profiled below are some of the best you can find you to help you with your financial planning.
Best Financial Advisors in Singapore (2024)
Our team of experts have researched and curated a list of the Best Financial Advisors in Singapore. Our list of recommendations are based on ours and others' first-hand experience, so it will be helpful for you! Let's not wait and get to it!
1. Global Financial Consultants Pte. Ltd.
| Details | Whatever the financial goals, be it future education, retirement or a new home we can help you get there. We seek to add value for our clients by providing a blueprint for their financial security. Our comprehensive approach and regular reviews help us establish long-term relationships while we work together towards achieving their goals. |
| Website | https://www.gfcadvice.com/ |
| Address | Located in: ASO Building Address: 14 Robinson Road, #10-01 Far East Finance Building, Singapore 048545 |
| Contact | Phone: +65 6532 2711 Appointments: gfcadvice.com |
| Operating Hours | Monday-Friday: 9:00am-5:00pm Saturday & Sunday: Closed |
| Prices | Enquire for pricing |
Global Financial Consultants is an expert in financial services and solutions. They help clients achieve their financial goals with tailored financial solutions.
They offer a variety of investing, retirement, and educational alternatives. The best way to keep your income safe and secure is to have an inclusive insurance plan.
With all-inclusive insurance products, they could help you keep your income safe and secure. As a foreign national, you are welcome to consult with them as they are specialists in creating tax-effective strategies.
Testimonial
“Ian has been very helpful in bringing me through the process and establishing a trusted relationship over the past 6 months. Based on his confidence and attention to detail, I am looking forward to seeing my portfolio grow with his guidance and insight. Thanks Ian”
2. Providend
| Details | We pride ourselves as a fee-only wealth management firm because we want to take a firm stand for honest, independent and competent advice. By operating on a fee basis, it means that all our clients will pay us a fee for managing their wealth. |
| Website | https://providend.com/ |
| Address | Located in: Chinatown Point Address: 38 Duxton Hill, Singapore 089616 |
| Contact | Phone: +65 6309 2488 Appointments: providend.com |
| Operating Hours | Monday-Friday: 9:00am-6:00pm Saturday & Sunday: Closed |
| Prices | Enquire for pricing |
You may manage all of your finances, investments, and insurance using Providend. They offer solutions for everything, including life insurance, investment management, and wealth management.
One of their key service specialties is estate planning. They offer your beneficiaries with complete confidence and ensure that the years of your arduous effort will not be wasted.
Retirees frequently laud them for well-thought-out plans for the future of their family.
Testimonial
“I would highly recommend Providend’s services to anyone needing help in long term financial planning, and for those who want to integrate their financial planning into their broader life goals.”
3. Dollar Bureau
| Details | We identify the best financial advisors in Singapore through our strict selection process and connect you to them. |
| Website | https://singaporefinancialplanners.com/ |
| Address | Located in: De Beaute Address: 10 Anson Rd, #33-03 International Plaza, Singapore 079903 |
| Contact | Email: hello@singaporefinancialplanners.com |
| Operating Hours | Monday-Friday: 9:30am-5:30pm Saturday & Sunday: Closed |
| Prices | Enquire for pricing |
Given the abundance of financial advisers in Singapore and the prevalence of unethical FAs, Singapore Financial Planners educates clients on the need of sound financial planning. You can connect with an financial advisor in their network thanks to one of the only services on the market that provide this matching service completely for free.
They are a system that allows you to interact with independent financial advisors who have been selected following a thorough application process. These professionals collaborate to develop a particular financial strategy for you that caters to your unique needs.
Testimonial
“Dollar Bureau financial advisors are some of the best I’ve encountered in recent years. After trying a few firms to advise on the best retirement package for my elderly parents, I’m glad to report that Dollar Bureau came to the rescue.”
4. PolicyPal
| Details | As the road to gaining financial literacy can be intimidating, we believe in helping Singaporeans attain relevant knowledge on financial planning through quizzes, gamification and offering in-app credits incentives that can be used to help them get covered. PolicyPal Tech Pte. Ltd. has also built a policy management platform that helps users easily keep track of all their insurance policies on a single app. |
| Website | https://policypal.com/ |
| Address | Located in: Payswiff Pte. Ltd. Address: 63 Chulia St, #15-01, Singapore 049514 |
| Contact | Phone: +65 3163 9184 Appointments: policypal.com |
| Operating Hours | Monday-Friday: 9:00am-7:00pm Saturday & Sunday: Closed |
| Prices | Enquire for pricing |
You can create a life plan with PolicyPal that is customized to your needs and financial situation. PolicyPal may assist you by developing a tailored life plan that gives you the best value for your money and guards you from financial disaster, whether you have already made your own plan or need assistance.
Medical expenses, permanent or partial disability, temporary disability, and death benefits are all covered under personal accident insurance. Your home, auto, or other personal property may not always be covered by your homeowner’s, car, or other personal insurance policy, so it’s important that you know how to protect yourself if an accident occurs.
You can decide whether to sign up for insurance for your family or for yourself. In addition, they offer cashback, paying you 5% in P$ credits for each policy you buy for auto, travel, or pet insurance.
Testimonial
“Had a great experience with PolicyPal! Called in multiple times but service was still consistent!”
5. Expat Advisory Group
| Details | At IPP, we specialise in developing wealth strategies and implementing effective solutions for our clients. Through a host of financial and investment services, we help qualifying private wealth clients (Accredited Investors) sustain their wealth and leave a legacy for their children and grandchildren and future generations. |
| Website | https://www.expatadvisorygroup.com/ |
| Address | Address: 78 Shenton Way, Singapore 079120 |
| Contact | Phone: +65 6511 8805 |
| Operating Hours | Monday-Friday: 8:30am-6:30pm Saturday & Sunday: Closed |
| Prices | Enquire for pricing |
Expat Advisory Group is widely respected for their decades of service to expatriates in Singapore, and is one of the top financial advisors in the country. They can help you get a better handle on your personal finances, no matter where you live or what your financial situation.
They provide individualized and comprehensive financial services, including tax efficiency, multi-currency management, retirement planning, university planning, and many others.
To safeguard the future security of your family, they also offer wills, trusts, legacy planning, life insurance, and health insurance.
Testimonial
“Wonderful service from a very switched on company!”
6. Synergy Financial Advisers Pte Ltd
| Details | Synergy is a financial advisory firm known to be proactive, progressive and reliable. We strive to be the new standard in financial guidance, creating significant value for our clients. |
| Website | https://synergy.com.sg/ |
| Address | Address: 229 Mountbatten Road, #03-30 Mountbatten Square, Singapore 398007 |
| Contact | Phone: +65 6654 1888 |
| Operating Hours | Monday-Friday: 9:00am-6:00pm Saturday & Sunday: Closed |
| Prices | Enquire for pricing |
Financial consulting company Synergy focuses on offering customized solutions for each individual and corporate client. With their individualized solutions, they can assist you in managing your investment funds, along with your disability and health insurance.
Also, they protect the activities of your business by offering qualified security. Both comprehensive insurance management and buy-and-sell financing are covered by this service.
7. Great Eastern Life
| Details | Since 1908, we have made it our purpose to protect you from life’s uncertainties and help you thrive with financial freedom. With our innovative products and solutions, you can focus on what’s important and pursue your goals with peace of of mind. |
| Website | https://www.greateasternlife.com/sg/en/index.html |
| Address | Located in: Great Eastern Address: 1 Pickering St, #01-01 Great Eastern Centre, Singapore 048659 |
| Contact | Phone: +65 6248 2211 |
| Operating Hours | Monday-Friday: 9:00am-5:30pm Saturday & Sunday: Closed |
| Prices | Enquire for pricing |
For over 100 years, Great Eastern Life has assisted numerous individuals in achieving stable and healthy wealth. They offer complete solutions to assist you in preserving the future of your family, your business, and your employees.
They provide their clients services in the form of wellness programs and employee benefits. In addition, they offer flexible health insurance options for all of their clients, from individual plans to family health insurance solutions.
Testimonial
“Good service and staff were friendly and knowledgeable!”
More Info On Financial Advisors in Singapore
What Is A Financial Advisor And Why Do I Need One?
Financial advisors are professionals who provide advice and services to clients who want to manage their money better. They help them with financial decisions, investments, retirement planning, taxes, insurance and more.
Financial advisors are not just for the wealthy or successful people. They can help anyone who is interested in improving their finances through sound advice and guidance.
What Are The Benefits Of Hiring A Financial Advisor?
The benefits of hiring a financial advisor are not just limited to the financial well-being of the individual. It can also help in building a secure future for the family.
Financial advisors are professionals who specialize in investments and other financial matters. They work with individuals, businesses, and organizations to plan for their future and make better decisions about their finances.
How To Choose The Right Financial Advisor For You
There are a lot of financial advisors in the market that it can be difficult to find the right one for you. But, here are some pointers to help you make a good decision.
- Find out if they have experience with your specific type of financial situation. For example, do they specialize in retirement planning or do they specialize in investments?
- Ask them about their fee structure and what services they offer. This will help you know if their fees are competitive or not and if their services match your needs.
- Get references from people who have used them before and ask for testimonials from other clients on their website.
What Are The Duties Of A Financial Advisor?
Financial advisors are the professionals who help people with their finances. They offer advice and guidance on investments, insurance, retirement, and other financial products.
Financial advisors are responsible for providing advice to clients on their various financial needs. They also need to make sure that they have a good understanding of the client’s current situation in order to help them make decisions that will lead them to financial stability in the future.
The duties of a financial advisor vary depending on the type of business they work for and what type of services they provide for clients. However, there are some general duties that all advisors have. These include:
- Providing information about products or services
- Giving suggestions about how best to use available funds
- Helping with investment decisions
- Helping with tax matters
How Does A Good Financial Advisor Help Me Achieve My Goals?
Financial advisors help you achieve your financial goals by guiding you through the intricacies of the economy and personal finance.
Financial advisors are not just people who tell you what to do with your money, they are also experts in their fields. They have an understanding of how markets work and can use this knowledge to help you achieve your goals.
Frequently Asked Questions (FAQs)
Check out some of the Frequently Asked Questions (FAQs) about Financial Advisors in Singapore.
What Does A Financial Advisor Do?
A financial advisor is someone who can help you create a long-term strategy for your wealth and long-term risk management. They can track, manage and balance your investment portfolio. They also provide advice on lots of other financial issues, such as retirement goals or debt reduction so that you feel more in control of your finances.
Is It Worth Paying For A Financial Advisor?
It’s easy to see how establishing a healthy relationship with a financial advisor can help you stay on top of your finances. Not only that, but they can also get you advice for major life changes like maternity/paternity leave when welcoming a new addition to the family. They can also give you peace of mind with their extensive knowledge and help keep you on track financially when life throws you curves.
Who Needs A Financial Advisor?
It’s not always easy to gauge when you should obtain a financial advisor. There is some debate in the industry about whether it’s better to do so when you can save up 20% of your annual income
Conclusion
We have reached the end of the article! We’re glad that you made it this far! Now that you have our list of the best Financial Advisors in Singapore, do let us know if you feel that there are others that should be part of this list!
We hope this article that we have reviewed has been helpful for you! If you find this article helpful, do check out other related articles in Singapore!
