Talk to Singapore's Best Financial Planners/Advisors [2023]

The Right Way To Do Financial Planning in Singapore

We Connect You to Unbiased Financial Advisors in Singapore

Seeking financial advice? Our impartial financial advisors are here to provide you with personalised guidance and give you second opinions on your insurance and investment plans.

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The Right Way To Do Financial Planning in Singapore

We Connect You to Unbiased Financial Advisors in Singapore

When it comes to financial advisors, there’s just too many of them. With our strict selection process, we have identified financial advisors in Singapore who are unbiased and truly care about your needs. 

We've Worked With 0 + Individuals
Rated 5.0 on Google
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Dollar Bureau
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Financial Planning

Investment Planning

Retirement Planning

Insurance Planning

Our MAS-Licensed Partners Can Help

We identify the best financial advisors in Singapore through our strict selection process and 
connect you to them.

Investments Offered

Investment Platforms

Investment Plans
(Mutual Funds)

Retirement and Annuity Plans

Savings and Endowment Plans

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Insurance Products Offered

Health Insurance

The basis of every financial plan, health insurance is a personal insurance plan that should be part of your portfolio. ​Obtain a wider coverage than what Medishield Life offers.

Life Insurance

Insures your life for a certain amount of time in the event of a mishap such as Death, Total Permanent Disability or Critical Illness. Ensures that your family and dependents are financially protected.

Critical Illness Insurance

Insure your life in the unfortunate scenario where you encounter critical illnesses. Ensures that your family and dependents are financially protected.

Disability Insurance

Insure your life in the unfortunate scenario where you encounter a disability. Ensures that your family and dependents are financially protected.

Maternity Insurance

Maternity insurance for you and your child. Protect yourselves from the complications of childbirth.

Personal Accident Insurance

In cases where you’re unable to work due to an accident, personal accident insurance will provide coverage for you and your loved ones.

financial advisors representing Singapore's top 15 Health & Life insurers

  1. Manulife 
  2. Tokio Marine
  3. NTUC Income 
  4. AIA
  5. Prudential
  6. Great Eastern
  7. Singlife
  8. HSBC Life
  9. China Life
  10. China Taiping 
  11. ETIQA 
  12. FWD
  13. Swiss Life
  14. Quilter International
  15. Raffles Health Insurance 

financial advisors representing Singapore's top 15 General insurers

  1. AETNA
  2. AIG 
  3. Allianz 
  4. Allied World 
  5. AXA
  6. Berkley Insurance 
  7. China Taiping 
  8. Chubb
  9. Cigna Global
  10. EQ Insurance
  11. ETIQA 
  12. Liberty
  13. MSIG 
  14. NTUC Income 
  15. QBE 
  16. Singlife
  17. Sompo
  18. Tokio Marine

“The days of intimidating & confusing insurance companies are finally over!”

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Your life, Our answers

Explore our frequently asked questions to get your questions answered.


The Singapore Financial Planners blog was acquired and now rebranded to Dollar Bureau.

Don’t worry, we will still connect you to the same financial advisors, have the same processes, and maintain the same quality control levels!

As we’re not a financial advisory company, we don’t charge a fee to connect you to a financial advisor!

Our financial advisors are fully licensed by the Monetary Authority of Singapore (MAS).

Our partner FAs come from different financial advisory companies and can help with comparisons of various plans for you. 

Here are the companies they can help you with:

  1. Manulife (Singapore) Pte Ltd
  2. Singapore Life Ltd. (Singlife with Aviva)
  3. Tokio Marine Life Insurance Singapore Ltd
  4. NTUC Income Insurance Cooperative Limited
  5. AIA Singapore Pte Ltd
  6. Prudential Assurance Company Singapore (Pte) Limited
  7. Great Eastern Life Assurance Co. Ltd
  8. AXA Insurance Pte Ltd
  9. China Life Insurance (Singapore) Pte Ltd
  10. China Taiping Insurance (Singapore) Pte Ltd
  11. ETIQA Insurance Pte Ltd
  12. FWD Singapore Pte. Ltd.
  13. Swiss Life (Singapore) Pte Ltd
  14. Quilter International
  15. Raffles Health Insurance Pte Ltd

Just let us know if you have a specific preference beforehand.

Many! They can help you with

  • Financial planning
  • Insurance planning
  • Retirement planning
  • Legacy planning
  • Estate planning
  • Loan refinancing
  • Investments
  • CPF Investments
  • SRS Investments
  • Tax reduction
  • Many more, just ask!

Our partners can provide you with life insurance from the following companies:

  1. Manulife (Singapore) Pte Ltd
  2. Tokio Marine Life Insurance Singapore Ltd
  3. NTUC Income Insurance Cooperative Limited
  4. AIA Singapore Pte Ltd
  5. Prudential Assurance Company Singapore (Pte) Limited
  6. Great Eastern Life Assurance Co. Ltd
  7. AXA Insurance Pte Ltd
  8. China Life Insurance (Singapore) Pte Ltd
  9. China Taiping Insurance (Singapore) Pte Ltd
  10. ETIQA Insurance Pte Ltd
  11. FWD Singapore Pte. Ltd.
  12. Swiss Life (Singapore) Pte Ltd
  13. Quilter International
  14. Raffles Health Insurance Pte Ltd

You can get general insurance from them too!

  1. AETNA Insurance Company Limited (Singapore branch)
  2. AIG Asia Pacific Insurance Pte Ltd
  3. Allianz Insurance Singapore Pte Ltd
  4. Allied World Assurance Company, Ltd
  5. AXA Insurance Pte Ltd
  6. Berkley Insurance Company (Singapore branch)
  7. China Taiping Insurance (Singapore) Pte Ltd
  8. Chubb Insurance Singapore Limited
  9. Cigna Global
  10. EQ Insurance Company Limited
  11. ETIQA Insurance Pte Ltd
  12. Liberty Insurance Pte Ltd
  13. MSIG Insurance (Singapore) Pte Ltd
  14. NTUC Income Insurance Cooperative Limited
  15. QBE Insurance (Singapore) Pte Ltd
  16. Singlife with Aviva
  17. Sompo Insurance Singapore Pte Ltd
  18. Tokio Marine Insurance Singapore Ltd

Currently, investments are focused on unit trusts via an investment-linked policy or any following platforms:

  1. iFAST
  2. Aviva Navigator
  3. POEMs
  4. Havenport
  5. UOB Kay Hian

If you’re interested in other assets, we’re afraid that no financial advisor in Singapore can help you with that.

We have excellent articles in our blog regarding other asset classes to help you with, check them out here!

Here are the fund partners available:

  1. Aberdeen Standard Investments (Asia) Limited
  2. AllianceBernstein (Luxembourg) S.a r.l.
  3. Allianz Global Investors Singapore Ltd
  4. Amundi Singapore Limited
  5. Aviva Investors Asia Pte Ltd
  6. BlackRock (Singapore) Limited
  7. BNP Paribas Asset Management Singapore Limited
  8. Dimensional Fund Advisors Ltd
  9. DWS Investments Singapore Ltd
  10. Eastspring Investments (Singapore) Limited
  11. FIL Investment Management (Singapore) Limited
  12. First Sentier Investors (Singapore)
  13. Franklin Templeton International Services SARL
  14. Fullerton Fund Management Company Ltd
  15. Havenport Investments Pte. Ltd
  16. Henderson Management SA
  17. Janus Henderson Investors (Singapore) Limited
  18. HSBC Global Asset Management (Singapore) Limited
  19. JPMorgan Asset Management (Singapore) Limited
  20. Legg Mason Asset Management Singapore Pte Ltd
  21. Lemanik Asset Management SA
  22. Lion Global Investors Limited
  23. Manulife Investment Management Singapore Pte Ltd
  24. Maybank Asset Management Singapore Pte. Ltd.
  25. Natixis Investment Managers Singapore Limited
  26. Neuberger Berman Investment Funds PLC
  27. Nikko Asset Management Asia Ltd
  28. NN Investment Partners B.V.
  29. Phillip Capital Management (S) Ltd
  30. PIMCO Asia Pte Ltd
  31. PineBridge Investments Singapore Limited
  32. Schroder Investment Management (Singapore) Ltd
  33. Templeton Asset Management Ltd
  34. Threadneedle Investments Singapore (Pte.) Limited
  35. UOB Asset Management Ltd
  36. Wells Fargo Funds Management LLC

All quotes will be based on the insurer’s quote. In Singapore, marking up of prices are not allowed by any FAs and quotations generated cannot be marked up in the system.

You’d be happy to know that you don’t have to pay any additional commissions! The only price you pay are stated in the quotations generated by the insurer themselves.

They can help individuals from various age groups, life stages, and income!

If you’re interested in any of the services mentioned above, reach out to us and we’ll connect you to them!

However, you will have to be Singaporean or PR and have a Singapore bank account.

If you are a Singaporean or PR and have a Singapore bank account, our partners (and any other FAs) can only help you if you’re looking for investments.

Unfortunately, life insurance policies requires a physical signature.

Of course, as long as you have reasonable grounds to invest in Singapore!

They can usually help if:

  • You’re working in Singapore
  • Have a spouse working in Singapore
  • Have a company incorporated in Singapore
  • Have a Singapore bank account


If you’re unsure if our partners can help, fill up this form and we’ll get back to you!

Apart from unbiased advice you’ll get a network of financial advisors who can help compare and create the ideal financial plan for you.

For example, if a plan from Great Eastern, AIA, Manulife, and Tokio Marine suits your portfolio better, you can get it all done from our network of partners who works together.

No more finding 4 different agents and receiving conflicting advice!

If this is something you’d like, contact us now!

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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.

Our network of financial advisors was selected for their honesty and their skills. They are good at providing comprehensive financial planning services in Singapore and we’re not afraid to hide it.

With plenty of satisfied clients, what’s there not to brag about?

The array of insurance polices and investment products puts the power in your hands to decide which are the best for you. There’s a plan suitable for everyone at different stages of their life.

Need something basic or something more advanced? Thinking of starting your first investment or wanting to do retirement planning? Whatever you need, our partner financial consultants have plans suitable for you. 

They have comprehensive financial solutions from various renowned institutions in Singapore. The advisors, together with the FA firms and financial institutions, are licensed by the Monetary Authority of Singapore. This means that you get to choose the best plans all in one place. From insurance to investments, they’ve got you covered.


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Our advisors can only provide you financial services if you are currently based in Singapore.