Looking for the best financial advisors in Singapore? Check out our top selected companies.
Hiring a financial planner is the same as hiring a CFO for yourself or your family. You want to use a methodical approach to find someone with whom you will collaborate for a long time. It may take a little longer to find the right person or firm, but the time investment will be well worth it in terms of your peace of mind.
You may wonder what a financial advisor does. In general, these professionals help you make decisions about what you should do with your money, which may include investments or other courses of action.
Check out our list of the finest financial advisors in Singapore to see which one best fits your needs.
|Services||Wealth management, specialising in retirement planning, Investment management, Risk-mitigation planning, Estate planning|
|Price Range||Our work involves a one-time planning fee of $5,000. After which, we will help to manage clients’ core investment. Every year, we sit down with clients to review their wealth plan. If there is a material change to their life circumstances, we will adjust their wealth and investment plan. There are fees that relates to on-going advisory services, which typically range from about 0.5% to 1% p.a. of the investments.|
There will be no fees charged at the first meeting where we get to know each other better and check if we could add significant value to your current situation.
|Contact Details||+65 6309 2488|
|Address||No.38 Duxton Hill Singapore 089616|
Established since 2001, Providend is a fee-only wealth advisory firm and a registered fund management company, serving the highly affluent and expatriates in Singapore.
By operating solely on a fee basis, we are paid only by our clients and all product commissions are rebated back to them, allowing our advice to be free from conflict of interest and our clients’ interest to stay at the heart of our service.
They offer a full suite of wealth solutions and have built a solid reputation as a retirement specialist over the years. Many of their clients have private banking relationships but engage us as their trusted adviser for a valuable second opinion..
|Services||Regular Savings/Investment, Portfolio Management, Income protection, Critical Illness Insurance, Education Planning, Retirement Planning,, CPF Investment, U.K SIPP & Pension Transfers, Legacy & Succession Planning, Tax Effective strategies|
|Address||14 Robinson Road, #10-01 Far East Finance Building, 048545|
Bruce Barron and Ian McMahon founded the company in Australia in 1997, and it moved to Singapore’s financial district in 2003. They’ve expanded over the years and now have a diverse team of seasoned consultants.
Global Financial Consultants, with over 20 years of experience, offers expats, PRs, and Singaporeans a unique mix of foreign wealth management and MAS-approved advisory products and services. They assume that pre-packaged investment strategies cannot capture the complexities of investment. As a result, they have individually personalized financial plans to help protect the financial future.
They will assist you in achieving your financial goals, whether they be for future schooling, retirement, or a new home. By presenting a blueprint for their financial wellbeing, they hope to bring value to our clients’ lives. Their systematic approach and frequent feedback aid in the development of long-term partnerships as we work together to achieve their objectives.
|Services||Financial planning/ Wealth planning, Investments and insurance, Retirement planning, Legacy planning, Business continuation planning, Employee benefit planning, Global funds, Global property funds, Comprehensive financial planning|
|Address||78 Shenton Way #30-01 Singapore 079120|
IPP Financial Advisers, is client focused, providing tailored financial advice to help you achieve your financial goals. Their proven methodologies in financial planning have seen many clients enjoy confidence, composure and financial success.
They are a licensed financial advisory firm founded in Singapore, primarily serving high net worth and high income clients. IPPFA specializes in financial planning / wealth planning, investments and insurance, which inexhaustibly includes retirement planning, legacy planning, business continuation planning, employee benefit planning, global funds, global property funds, alternative investments, life and health insurance, key owner/executive insurance, long-term care and comprehensive financial planning.
|Services||Financial advising, Financial planning, Retirement planning, Investment planning, Insurance planning, Financial Advisor Intermediary – Connect you to FAs in Singapore|
|Price Range||Our connecting services are free-of-charge as we believe Singaporeans should have unrestricted access to proper financial advice.|
|Address||10 Anson Road,#33-03 International Plaza, Singapore 079903|
They believe that financial planning in Singapore should be made easy for everyone. However, there are too many financial advisors in the market right now claiming that their products are the best in the industry.
With so much noise in the market, you’ll never know who to listen to.
Their goal is to raise the financial literacy of Singaporeans through education. Instead of telling you who to trust and which products are the best, they write guides and product reviews of the various financial products in Singapore so that you can make an informed decision.
With their strict selection process, they have identified financial advisors in Singapore from different firms who are unbiased and truly care about your needs.
|Services||Personal, Corporate, High Net Worth, General Insurance|
|Contact Details||+65 6654 1888|
|Address||229 Mountbatten Road #03-30 Mountbatten Square Singapore 398007|
Synergy is a financial advisory firm known to be proactive, progressive and reliable. They strive to be the new standard in financial guidance, creating significant value for our clients.
They care for the people who care for you. Their pursuit of technological updates, training roadmaps, support platforms and initiatives are thoughtfully designed to develop their people’s competency. It empowers and motivates them to grow and develop, thereby customizing unique solutions towards financial success for you, exceeding expectations every time.
|Services||Personal financial advisory, Private wealth advisory, Islamic wealth advisory, Fee-based advisory, Corporate Financial Advisory|
|Address||150 Beach Road #12-01/08, Gateway West Singapore 189720|
Managed by industry veterans and experts, we deliver impartial and comprehensive financial advice aligned to clients’ interest and customised to clients’ needs. Supported by robust and thorough wealth management research & support, they empower their clients to gain access to best-of-breed financial products and services, be it life insurance, general insurance, investment, estate planning, etc.
As the leading independent financial planning company, they have achieved over 15 years of excellence in business practices, and are deeply honored to have gained due recognition from Spring Singapore since 2008.
Their Fintech infrastructure will then narrow down the thousands of products provided by various financial intitutions in Singapore before providing you with well-rounded solutions.
|Services||Personal Insurance: Family Protection|
Health, Children’s Education Funding, Savings and Investment, Retirement Planning, Home Protection, Legacy Planning
Business Financial Advisory: Business Succession Planning, Employee Benefit Schemes, Keyman Protection, Commercial Business Insurance
|Address||103 Penang Road #02-01 Vision Crest Commercial Singapore 238467|
At Manulife Financial Advisers, they are committed to putting our clients’ needs first.
Their clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.
Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, they are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of an international financial services group.
|Services||Multi – Currency Wealth Management, Retirement Planning and Pension Transfers, University Fee Planning, International and Multi-Currency Mortgages, Legacy Planning, Trusts and Wills, Tax Efficiency, Business Owners Solutions, Life and Health Insurance|
|Contact Details||+65 9320 9737|
|Address||78 Shenton Way, Singapore 079120|
Expat Advisory Group has received numerous accolades over the course of their decades of service, with many referring to them as one of Singapore’s best financial advisors. They’ve assisted both local and foreign clients with their financial management while living and working in Singapore.
Multi-currency management, retirement preparation, university planning, tax performance, and other financial strategies are among the services they provide.
Life and health insurance, as well as legacy planning, trusts, and wills, are all available to ensure the family’s financial security in the future.
|Services||Life Insurance, Health Insurance, Personal Accident Insurance, Wealth Accumulation, Travel Insurance, Car Insurance, Home Insurance, Maid Insurance, Retirement Plan, Prestige Series|
|Contact Details||+65 6248 2211|
|Address||1 Pickering St, Singapore 048659|
Great Eastern Life, as one of the island’s oldest companies, has assisted countless clients in achieving stable and safe wealth and well-being. They have detailed strategies to help secure your company and staff as well as your family’s future.
They have employee health policies and wellness programs as part of their company solutions. They provide comprehensive insurance policies for the whole family as part of their personal solutions.
Clients praised the firm for ensuring the financial stability of their families and businesses, naming it one of Singapore’s best financial advisors.
|Services||Term Life Insurance, Endowment Plans, Whole Life Insurance, Integrated Shield Plans, Retirement Plans, Critical Illness Insurance, Pet Insurance, Travel Insurance, Easy Save V|
|Contact Details||+65 3163 9184|
|Address||38 Eng Hoon Street Singapore 169783|
If you want to invest in term life, whole life, or personal injury insurance, PolicyPal promises to find a life plan that will maximize the value of your money and your precious life.
Death Benefits, Permanent/Partial Disability, Temporary Disability, and Medical Expenses are all covered by their personal injury insurance.
You have the choice of purchasing insurance for yourself or any members of your family. They also have a cashback program where you can get 5% cashback in P$ credits when you buy Travel, Car, or Pet Insurance.