We Connect You to Unbiased Financial Advisors in Singapore

We 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.

Our goal is to raise the financial literacy of Singaporeans through education. Instead of telling you who to trust and which products are the best, we write guides and product reviews of the various financial products in Singapore so that you can make an informed decision. 

These guides, as much as possible, will be unbiased and vetted through strict editorial processes. However, it is important to note that our guides are not meant to be construed as financial advice. Everyone has their own situations, needs, and wants, therefore, you should engage a financial advisor so that you get the advice and financial planning you need. 

Finding a trusted financial advisor in Singapore can be difficult, that’s why we took the effort to develop strict selection processes to identify and partner with the best financial advisors in Singapore. These advisors undergo intense training to ensure that the advice provided to you is uniquely tailored. 

The financial advisors in our network also partner with each other and are well-versed in the products offered in the market. This is so that any recommendations made are truly personalised and unbiased, and that you can request for specific financial plans from the financial advisor who carries them.

Lastly, do take note that we are not a financial advisory firm. We merely connect you with financial advisors in Singapore who pass our selection process. 

Financial planning is a crucial process that everyone should undertake at various points of their lives. By planning your finances, you’re not only providing yourself financial security in the future, but you also open up to a higher standard of living for you and your family. With proper planning, a financial advisor will help you manage your income by taking into consideration your expenditure, savings, and tax payables.

An extensive personal insurance coverage will provide you and your family financial security during unexpected tough times. Health insurance and personal accident insurance are one of the most important aspects of a personal financial portfolio as it provides you and your family members health coverage. A step further would be obtaining term or life insurance to provide an additional safety blanket while allowing you to save alongside.

A well-diversified investment portfolio, on the other hand, will steadily increase future cashflows while helping you pile up on your savings during rainy days. Investing will also increase your standard of living, allowing you to give your loved ones the life they deserve.

Without proper advice and guidance laid out, you might just be overpaying for various insurances that you don’t need and investments that are not beneficial to what you’re trying to achieve. Engaging one of our partner financial advisors to assist you with your financial planning in Singapore will benefit you as we ensure that they have your best interest at heart. This, in turn, allows them to develop actionable steps for you to achieve your goals while only investing what you can afford right now.

Our partner financial advisors will customise plans that are catered for different needs during different stages of your life. Our network of financial advisors come from various financial advisory firms in Singapore. Therefore, they have access to plans that are suited to your individual needs. If you know the effects of compounding, you know you should start investing earlier. If you’re a beginner, working professional, or a retiree, we have investment plans just for you.

In Singapore, getting financial advice are an almost necessity for anyone who is not well-versed financially. As an independent financial advisory firm, they have access to different financial products. However, we are not independent financial advisors. We partner with a network of financial advisors from various financial advisory firms in Singapore. 

Our network of financial advisors are strictly vetted and intensively trained to only provide you with advice based on your needs.

Unless you are an expert in the financial markets, understand what you actually need at your current stage of life, and know the various products available in the market, purchasing your own financial products can be risky business. 

Independent financial advisors work separately from your usual financial advisors. They have access to multiple insurance policies and investment plans from various companies. This means that they can be unbiased when they provide you with advice. With our partners, we get access to even more products than traditional independent financial advisors have.

This is because insurance companies in Singapore limit the products they allow IFAs to carry. This is so that their own financial advisors have an advantage over IFAs. So if you’re looking for a wider range of financial products, we just might have it.

We have met Singaporeans who previously bought expensive and unnecessary plans because they were overly cautious. This can be easily prevented by engaging an experienced financial advisor that will provide you with impartial advice.

By consulting with one of our partners, they will not recommend you financial products that you obviously don’t need. Our financial consultants will take time to evaluate your current life stage, your tolerance for risk, and potential investments before developing a customised long-term financial goal for you.

Our network of advisors will provide you guidance throughout your journey, constantly providing you financial advice and recommending products that are best for you. From there, you are able to choose which insurance and investment products that you’re interested in. This is why you need a financial advisor, this is why you need us.

The financial planning process follows a systematic and organised methodology.

Our partner financial planners will first begin by listening to your needs, situation, and your financial goals. They will take their time to gather as much relevant information about you in order to fully understand your needs. Every individual is different, therefore our planners recognise the importance of this step and will only proceed upon fully comprehending your needs.

The second step to the financial planning process is to digest and internalise the information you have provided and to customise financial advice based on your requirements. Be it you need insurance or investment products, or a combination of both, our network of financial consultants are highly knowledgable in financial advisory and will only recommend the best for you.

Lastly, you decide on what plans you’d like and deem best. Our partner financial advisors will then handle all the necessary paperwork for you while you can continue with your life worry-free. Our consultants are easily reachable if you need to make any claims or have any queries with regards to your portfolio.

If you face any biasness or unhappiness with the advisors we connect you with, send us a feedback and we will take corrective actions.