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Best Financial Planners For Families In Singapore

What Is A Financial Planner And What Do They Do?

If you are having a hard time managing your finances, you may want to get some help or advice. This is where financial planners or advisors come in, and there are plenty of great ones in Singapore. Little Steps has created the ultimate guide to finding the financial planner for you, and we also give you a breakdown of what a financial planner is, what they do and how to know if you need one.


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    PROVIDEND: Managing Wealth, Insurance, Investment, Estate Planning And More

    Where To Find A Financial Planner In Singapore?

    Providend is ideal for busy families and professionals as they offer a wide range of financial management solutions at affordable prices with knowledgeable financial experts. They are also certified by the Monetary Authority Singapore (MAS) and have no hidden fees.


    • Wealth management services
    • Investment management services
    • Insurance management
    • Estate planning
    • Inheritance planning

    Providend, No.38 Duxton Hill, Singapore 089616, +65 6309 2488, communications@providend.com, https://providend.com/

  • SINERGY: Property Insurance, Corporate Financial Solutions, Health And Disability Insurance

    Where To Find A Financial Planner In Singapore?

    Synergy is an award-winning financial advisory firm partnered with accredited investors. They're known to be reliable, progressive, and proactive. They offer various customized financial solutions for individuals and corporate clients. Services include investment funds, wealth management, health insurance and more.


    • Health and disability solutions
    • Life insurance solutions
    • Property insurance solutions
    • Business buy-in funding
    • Investment solutions
    • Personal insurance solutions

    Synergy, 229 Mountbatten Road#03-30 Mountbatten Square, Singapore 398007, +65 6654 1888, https://synergy.com.sg/

  • EXPAT ADVISORY GROUP: Business Financial Solutions, University Planning, Retirement Planning And More

    Where To Find A Financial Planner In Singapore?

    Expat Advisory Group offers a wide range of financial services tailored to each individual. They're one the largest Licensed Financial Advisers in Singapore and therefore have access to a broad range of products and platforms, enabling them to find the best solution that suits you!


    • Multi-currency wealth management
    • Local and international services
    • University fee planning
    • International and multi-currency mortgages
    • Legacy planning, trusts & wills
    • Tax efficiency
    • Retirement planning and pension transfers
    • Life and health insurance

    Expat Advisory Group, 78 Shenton Way, Singapore 079120, +65 6511 8805, eag@ippfa.com, https://www.eag.ippfa.com/

  • GLOBAL FINANCIAL CONSULTANTS: Pension Plans, Saving Services, Tax Consultancy And More

    Where To Find A Financial Planner In Singapore?

    Global Financial Consultants was founded in Australia in 1997 and then relocated to Singapore in 2003. The company is regulated by the Monetary Authority of Singapore (MAS) and thus is licensed to offer you trustworthy, comprehensive financial planning advice, whether you are a Singaporean, an Expatriate, or a Corporation. They also provide customized investment and insurance plans tailored to your individual needs.


    • Savings and investment services
    • Insurance and protection services
    • Education planning services
    • Pension plans for seniors
    • Retirement services
    • Legacy and succession planning services
    • Tax-consultancy services

    Global Financial Consultants, 14 Robinson Road, #10-01 Far East Finance Building, 048545, +65 6532 2711, info@gfcadvice.com, https://www.gfcadvice.com/

  • SINGAPORE FINANCIAL PLANNERS: Platform To Connect You With Financial Advisors Across The Globe

    Where To Find A Financial Planner In Singapore?

    Singapore Financial Planners is a platform that connects you with accredited and trustworthy financial planners that reside in this city. The financial planners and advisors are from various firms and can provide unbiased financial advice based on your needs. They have networks of financial experts from all over the world so you can find the one that suits you the best.


    • Savings plans
    • Investment plans
    • Retirement plans
    • Life insurance solutions
    • Maternity insurance solutions
    • Health insurance solutions
    • Disability insurance solutions

    Singapore Financial Planners, 10 Anson Road, #33-03 International Plaza, Singapore 079903, hello@singaporefinancialplanners.com, https://dollarbureau.com/singapore-financial-planners/

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    Financial Planners In Singapore

    What services do Financial Planners handle?

    The main service that financial planners provide is assessing your current financial situation and pinning down the main areas for improvement. They achieve this by looking at your assets, debts, and expenses. They will also ask you about your long-term goals and develop a wealth plan to accomplish that. Financial planners will calculate how much you need to save for:

      • emergency fund
      • outstanding debts
      • retirement
      • investments
      • tax planning
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    When Do I Need A Financial Planner?

    What is the difference between a Financial Planner and Advisor?

    • A financial planner is a professional who can really help individuals and families look at long-term goals.  A Financial Advisor helper actually manages your money, investments, trusts, wills, and accounts.

    How Do You Know If You Need A Financial Planner?

    • If you’re struggling with managing your finances, then you could benefit from a financial planner. If you have specific goals you wish to achieve, a financial planner can help you execute that.
    • By and large, the more intricate your financial situation, the more likely you are to gain from a financial planner. They are particularly useful when dealing with a significant life change such as marriage, divorce, and inheritance.


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    Where To Find A Financial Planner In Singapore?

    What KEY Questions To Ask Your Financial Planner?

    • What are your qualifications and credentials?
    • Are you doing any continuing education to retain your certification?
    • How long have you been providing investment and financial planning advice?
    • What about trends in the industry – how do you stay current?
    • How many clients do you work with? – decide if you like a boutique or larger planner
    • How do your fees/compensation work? Do you receive any form of commission or fees from other sources other than your clients?
    • Get more intel on their investment philosophy, so you are aligned. What types of investments do you use and how do they make changes to your portfolio and how often?
    • How often do you communicate with your clients and how do you communicate?

    More Financial Planners Across Singapore

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