5 Best Financial Advisors in Singapore: Reliable Advisors

Best Financial Advisors in Singapore
Best Financial Advisors in Singapore

Whether you are super rich or simply planning to save for your future, a financial advisor will be the need of time. Companies and individuals offering such services will help you better invest your savings while eliminating or minimizing any possible financial risk.

Many of us think that financial advisory is only needed for large companies. However, in today’s highly volatile economic markets, engaging a financial advisor has become inevitable to avoid any risk that may turn down the game.

Whether you have a financial background or not, finding a reliable financial advisor is tricky. Our team has prepared a list of 5 best financial advisors in Singapore to make it easy for you. Let’s take a look!

1. Expat Advisory Group

Expat Advisory Group
Expat Advisory Group
Image: Expat Advisory Group

With over 35 years of experience, Expat Advisory Group is one of the most reputed financial advisors in Singapore, praised by thousands. The company has helped both local and international clients with wealth management, investment planning and other similar issues. The expert and talented professionals at Expat Advisory Group offers personalized and inclusive solutions as per your specific needs.

SERVICES:

  • Multi-currency wealth management
  • Retirement planning & pension transfers
  • University fee planning
  • International and multi-currency mortgages
  • Legacy planning, trusts & wills
  • Tax efficiency
  • Business owners’ solutions
  • Life and health insurance

2. Providend

Provident
Provident
  • Loved for
    MAS certified services
  • Address
    No.38 Duxton Hill, Singapore 089616
  • Phone
  • Website
  • Email
    communications@providend.com

Are you busy and don’t have time to visit a financial advisor every other day to keep up with your financial plans? If this is the case, Providend might be the place you’re looking for. They offer wide-ranging services and unbeatable prices with well-trained and knowledgeable financial experts.

SERVICES:

  • Wealth management services
  • Investment management services
  • Risk mitigation planning
  • Estate planning

3. Global Financial Consultants

Global Financial Consultants
Global Financial Consultants

Global Financial Consultants is best known for providing competitive financial solutions for investment, education and retirement. Instead of offering any fixed plans or generalized services, their experts will always consider your specific requirements and services tailored accordingly. On top of this, they also provide inclusive insurance plans to protect your income.

SERVICES:

  • Savings and investment services
  • Insurance and protection services
  • Education planning services
  • Retirement planning services
  • CPF investment services
  • UK SIPP and pension transfer services
  • Legacy and succession planning services
  • Tax-consultancy services

4. Synergy

Synergy
Synergy
  • Loved for
    Property insurance
  • Address
    229 Mountbatten Road#03-30 Mountbatten Square, Singapore 398007
  • Phone
  • Website

Partnered with accredited investors, Synergy is an award-winning financial advisor passionate about offering investment support to individual and corporate clients. Including investment funds, disability insurance and wealth management, Synergy offers specifically developed solutions for each client. Maintaining the business stability, they also provide inclusive financial coverage, which will undoubtedly be a sigh of relief.

SERVICES:

  • General insurance services
  • Life insurance solutions
  • Health and disability solutions
  • Investment solutions
  • Business keyman protection
  • Business buy-in funding

5. Dollar Bureau

Dollar Bureau
Dollar Bureau
  • Loved for
    Unbiased financial advice
  • Address
    10 Anson Road, #33-03 International Plaza, Singapore 079903
  • Phone
  • Website
  • Email
    hello@dollarbureau.com
  • WhatsApp

To educate customers about the importance of ethics in financial planning, Dollar Bureau is among the highly recognized players in the market. With their years of expertise, they offer multiple solutions for you to make informed decisions. They have networks of financial experts from around the globe to guide you the best.

SERVICES:

  • Health insurance
  • Personal accident insurance
  • Maternity insurance
  • Life insurance
  • Critical illness insurance
  • Disability insurance
  • Investment plans
  • Retirement plans
  • Savings plans
Written by Aimee Lam
Likes keeping things simple and sharing helpful tips drawn from real-life experiences.

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