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Financial Advisor Singapore
A financial advisor is the person who advises you about money. They are very important for people because they can help you achieve financial freedom. But how do you know which financial advisor to trust? You should first find out what qualifications they have, and if it’s possible to meet them in person before hiring them. Here are some of the best financial advisors in Singapore!
1. Global Financial Consultants
| Key Services | Income protection and tax-efficient solutions |
| Website | https://www.gfcadvice.com/ |
| Address | 14 Robinson Road Far East Finance Building #10-01 Singapore 048545 |
| Phone | +65 6532 2711 |
| Operating Hours | Weekdays: 9am–5pm Saturday: 8:30am–1:30pm |
Financial services and solutions are offered by Global Financial Consultants, which is recognized for tailoring financial solutions to the client’s specific financial objectives. They provide a wide range of educational, retirement, and investment options.
With inclusive insurance plans, they may assist you in maintaining your earnings safe and secure. You may consult with them as foreign nationals since they are also experts in developing tax-effective methods.
Key Differentiators
- Income protection
- Pension plan for seniors
- Insurance and retirement planning
Client Testimonial
Deepak Singh is a sincere and astute financial adviser. His advice on financial investment opportunities and management of my portfolio has been invaluable in putting my accounts in order. He is trustworthy and very knowledgeable in his field. He is consistent in his quarterly reviews, takes on the responsibility to update his clients of investment movements and is endearing and accommodating in the process. I am very satisfied with his services both as a client and friend.
2. Singapore Financial Planners
| Key Services | Insurance and Investment |
| Website | https://singaporefinancialplanners.com/ |
| Address | Contact for more information |
| hello@singaporefinancialplanners.com | |
| Operating Hours | Open 24/7 |
Singapore Financial Planners was created with the objective of educating you about the need for good financial planning in light of the many financial advisors in Singapore and others being taken advantage of by less-than-ethical FAs. They want to increase their content base so that you can make an educated decision based on your demands.
They are not a financial consultancy, but they are a platform that allows you to engage with independent financial advisors who have been chosen through a rigorous application procedure. These specialists work together to create a unique financial plan for you that is tailored to your specific requirements.
They are one of the few platforms in the market that offer this matching service entirely free of charge, allowing you to join up with an FA in their network.
Key Differentiators
- Comprehensive financial planning services
- Highly unbiased financial advisors
Client Testimonial
Singapore Financial Planners helped me in my financial portfolio. Thank you for being patient and understanding towards my financial woes and giving me great and useful advice. Because of them, I understand what health insurance plans suit me the best and I’m looking forward to consult them about investing in the near future.
3. Synergy
| Key Services | Large corporate financial solutions |
| Website | https://synergy.com.sg/ |
| Address | 229 Mountbatten Road #03-30 Mountbatten Square Singapore 398007 |
| Phone | +65 6654 1888 |
| Operating Hours | Weekdays: 9am–6pm |
Synergy is a financial advisory firm that specializes in providing bespoke solutions for every individual and business client. They can help you manage your investment funds as well as health and disability insurance with their personalised options.
In addition, they safeguard your company’s operations by providing skilled protection. This includes comprehensive insurance management as well as buy and sell financing.
Key Differentiators
- Partnered with accredited investors
- Policies for personal and property insurance
Client Testimonial
I will like to thank Jim for helping me to sort out my finances and my portfolio, I greatly appreciate of what he is doing for me. He is not like any adviser that I had met. He will take time to understand my entire situation, give me independent advice and provide me with insight & information that is useful. I’m glad to have an adviser like him. Thanks Jim!
4. Ian Pryor
| Key Services | Expat Advisory |
| Website | https://www.eag.ippfa.com/ian-pryor |
| Address | 78 Shenton Way #06-01 Singapore 079120 |
| Phone | +65 9320 9737 +65 6511 8805 |
| ianpryor@ippfa.com | |
| Operating Hours | Weekdays: 8:30am–6:30pm |
Mr. Pryor is a highly sought-after financial adviser in Singapore, with experience that is unrivaled among the superrich from across Asia.
He’s worked with clients for more than 5 years. They frequently seek his counsel and assistance in matters of good account management and financial stability. He’s well-known for offering guidance on all aspects of economics, finance, financial planning, and portfolio management.
Key Differentiators
- Long term services
- Expert Financial Advices
Client Testimonial
ian is professional, comprehensive and really takes the time to understand your investment needs. We’ve been working together for almost a year, and what I really love is his proactive, innovative approach to investments. I highly recommend working with him.
5. Great Eastern Life
| Key Services | Wide range of insurance plans |
| Website | https://www.greateasternlife.com/ |
| Address | 1 Pickering St, Singapore 048659 |
| Phone | 1800 248 2888 |
| Operating Hours | Weekdays: 9am to 5.30pm |
Great Eastern Life has assisted many clients in achieving healthy and secure wealth and well-being for more than a century. They provide comprehensive solutions to help you preserve your family’s future as well as safeguard your business and employees.
They provide staff benefits and wellness programs to their clients in the form of services. They also offer flexible insurance solutions for the entire family as personal solutions.
Clients were equally amazed by the firm’s commitment to their family and company financial stability, which helped make it one of Singapore’s top financial advisors.
Key Differentiators
- Employee benefits plans
- Home and travel insurance
Client Testimonial
Selvam is the best insurance assurance manager I have ever known. He knows exactly what you need and is always on his toes with your investments. Cal him for all your insurance needs your can really trust him. He has been in the business for more than 20 years.
6. PolicyPal
| Key Services | Comprehensive range of life insurance |
| Website | https://policypal.com/ |
| Address | 38 Eng Hoon Street Singapore 169783 |
| Phone | +65 3163 9184 |
| hello@policypal.com | |
| Operating Hours | Contact for more information |
PolicyPal will help you produce a life plan that is tailored to your specific requirements and budget. Whether you want term, whole life, or personal accident insurance, PolicyPal will create a personalized life plan that delivers the greatest value for your money while protecting you from financial ruin.
Personal accident insurance covers Death Benefits, Permanent/Partial Disability, Temporary Disability, and Medical Expenses.
You may pick whether to get insurance for yourself or your family. They also give cashback where they pay you 5% back in P$ credits for each Travel, Car, or Pet Insurance you purchase.
Key Differentiators
- Value for money
- Customer-oriented
- Time-Saving
Client Testimonial
There already sort of doing a free social service for people to upload their insurance to their portal. All I need to do is to scan the brief details and send them and their staff will help us classify the insurance manually. This way we won’t struggle with insurance related paperwork when problem happens.
But I hope they have some sort of data protection in place like PCI-DSS and privacy policy as we are uploading a lot of our personal data on the site
7. Expat Advisory Group
| Key Services | Parents and Professionals |
| Website | https://www.eag.ippfa.com/ |
| Address | 78 Shenton Way, Singapore 079120 |
| Phone | +65 9320 9737 +65 6511 8805 |
| ianpryor@ippfa.com | |
| Operating Hours | Weekdays: 8:30am–6:30pm |
Expat Advisory Group has earned a number of accolades over their decades of service, with many people claiming they are one of the finest financial advisors in Singapore. They’ve assisted both local and international clients in managing their money while living and working in Singapore.
They provide customized and inclusive financial services such as multi-currency management, retirement planning, university planning, tax efficiency, and more. They also have life and health insurance, as well as legacy planning, trusts, and wills to ensure that your family is secure in the future.
Key Differentiators
- University fee planning
- Multi-currency wealth management
- Retirement planning
Client Testimonial
Wonderful service from a very switched on company!
8. Providend
| Key Services | Providend |
| Website | https://www.providend.com/ |
| Address | No. 38 Duxton Hill Singapore 089616 |
| Phone | +65 6309 2488 |
| Operating Hours | Weekdays: 9am–6pm |
Provisend enables you to organize your money, budget, investments and insurance in one place. Their solutions cover everything from wealth management to investment management to life insurance.
Estate planning is also one of their main services offerings. They guarantee that your years of hard work will not be lost and provide absolute certainty for your beneficiaries.
They’ve also been featured on a variety of media outlets, and they’re typically complimented by retirees who praised a well-conceived strategy for their family’s future.
Key Differentiators
- Retirement and inheritance planning
- Insurance and investment management
Client Testimonial
I am so grateful for the support provided by Providend. We have used Providend for more than 15-years and during this time we have had numerous invaluable recommendations to protect and increase our asset base. All the advisors are just a phone call away and I am comfortable asking the most basic of questions.
Financial Advisor Singapore
These are some of the best financial advisors in Singapore. They have a wealth of experience and offer comprehensive services that will help you protect your family and business.
Before you go, do check out our other articles as well!
