The 8 Best Financial Advisors in Singapore
Some people often assume that those who have a lot of money are the only ones who need a financial advisor. But if you look into it, there’s a greater need for one among those who are just starting to build their savings or have no savings at all — so if you’re one of them, you’d better start looking for the best financial advisor in Singapore.
If you’re in the early stages of establishing your business or investing your savings, it’s the right time to consult with a professional financial advisor so you can make smart financial decisions. Fortunately for you, you won’t have to waste time searching for the best ones, because we’ve already done it.
Take a look at our list of the best financial advisors in Singapore to figure out which one suits your needs the most.
1. Global Financial Consultants
| BEST FOR | Income protection and tax-efficient solutions |
| WEBSITE | https://www.gfcadvice.com/ |
| ADDRESS | 14 Robinson Road Far East Finance Building #10-01 Singapore 048545 |
| CONTACT DETAILS | +65 6532 2711 |
| OPERATING HOURS | Weekdays: 9am–5pm
Saturday: 8:30am–1:30pm |
Global Financial Consultants is known for providing financial products and services tailored to the clients’ desired financial goals. They offer a competitive range of solutions for education, retirement, and investments.
They can also help you keep your income protected and secured with inclusive insurance plans. For the foreign residents, you can consult with them as they’re also experts in implementing tax-effective strategies.
Highlights
- Pension plan for seniors
- Income protection
- Insurance and retirement planning
Customer Reviews
Global Financial Consultants has received a lot of positive feedback from the clients who have experienced excellent financial solutions because of their well-planned strategies.
This is why they’ve become one of the best financial advisors in Singapore. Here’s a review from a client:
“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. Expat Advisory Group
| BEST FOR | Parents and Professionals |
| WEBSITE | https://www.eag.ippfa.com/ |
| ADDRESS | 78 Shenton Way, Singapore 079120 |
| CONTACT DETAILS | +65 9320 9737 +65 6511 8805 [email protected] |
| OPERATING HOURS | Weekdays: 8:30am–6:30pm |
Expat Advisory Group has gained a lot of accolades through their decades of service, with many saying they’re one of the best financial advisors in Singapore. They’ve helped local and international clients handle finances while living and working in Singapore.
They offer personalised and inclusive financial solutions such as multi-currency management, retirement planning, university planning, tax efficiency, and more.
To make sure that your family will have stability in the future, they also have life and health insurance as well as legacy planning, trusts, and wills.
Highlights
- Whole range of business financial solutions
- University fee planning
- Retirement planning
- Multi-currency wealth management
- Local and international services
3. Synergy
| BEST FOR | Large corporate financial solutions |
| WEBSITE | https://synergy.com.sg/ |
| ADDRESS | 229 Mountbatten Road #03-30 Mountbatten Square Singapore 398007 |
| CONTACT DETAILS | +65 6654 1888 |
| OPERATING HOURS | Weekdays: 9am–6pm |
Synergy is an award-winning financial advisory firm that’s equipped with expertise in creating customised solutions for every individual and corporate client.
With their personal solutions, they can help you manage your investment funds as well as health and disability insurance.
They also provide competent coverage to maintain the stability of business operations. This includes comprehensive insurance management and buy and sell funding.
Highlights
- Policies for personal and property insurance
- Partnered with accredited investors
Customer Reviews
Clients shared that Synergy is highly detailed when it comes to corporate solutions and they even recommend the firm as the best financial advisor in Singapore for those who own a large business.
Here’s feedback from one of the clients:
“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. Providend
| BEST FOR | Comprehensive financial planning |
| WEBSITE | https://www.providend.com/ |
| ADDRESS | No. 38 Duxton Hill Singapore 089616 |
| CONTACT DETAILS | +65 6309 2488 |
| OPERATING HOURS | Weekdays: 9am–6pm |
Providend offers a whole set of financial management solutions for busy professionals, parents, and senior retirees. Their solutions include excellent and effective plans for managing wealth, investment, and insurance.
Estate planning is also one of the main highlights of their offered services. They make sure that your years of hard work will not be put to waste and will bring absolute stability to your beneficiaries.
They’ve also been featured on various media outlets and they’re mostly praised by retirees who mentioned a well-executed plan for their family’s future.
Highlights
- Retirement and inheritance planning
- Insurance and investment management
5. Great Eastern Life
| BEST FOR | Wide range of insurance plans |
| WEBSITE | https://www.greateasternlife.com/ |
| ADDRESS | 1 Pickering St, Singapore 048659 |
| CONTACT DETAILS | 1800 248 2888 |
| OPERATING HOURS | Weekdays: 9am to 5.30pm |
Being one of the longest-running firms on the island, Great Eastern Life has helped countless clients achieve healthy and secured wealth and well-being. They offer comprehensive plans to help maintain your family’s future as well as protect business and employees.
For their business solutions, they offer employee benefits plans and wellness programmes. For their personal solutions, they have flexible insurance plans for the whole family.
Clients were impressed by how the firm ensured the financial security of their family and business as well, making the firm one of the best financial advisors in Singapore.
Highlights
- Home and travel insurance
- Employee benefits plans
6. Dollar Bureau
| BEST FOR | Personalized Financial Options |
| WEBSITE | https://dollarbureau.com |
| ADDRESS |
10 Anson Road, #33-03 International Plaza, Singapore 079903 |
| CONTACT DETAILS | 8774 7769 / [email protected] |
| OPERATING HOURS | Open 24/7 |
Dollar Bureau is a financial advisory firm specializing in comprehensive financial planning and legacy planning. Their advisors are knowledgeable in various areas, including CPF accounts, estate planning, and investment schemes. With a strong focus on educating clients, Dollar Bureau provides detailed guides on complex financial topics to ensure informed decision-making. Their expertise is particularly evident in their ability to help clients plan for significant life events, such as retirement and education funding.
One major advantage of Dollar Bureau is their commitment to client education, offering in-depth guides on CPF accounts and other financial matters. Their advisors take a personalized approach, tailoring advice to meet the specific needs of each client. Dollar Bureau’s use of comprehensive financial tools, such as their Financial Toolkit, allows advanced users to manage their finances efficiently. This toolkit simplifies complex financial tasks, such as cash flow tracking and net worth calculation, providing clients with a clear view of their financial health.
Another pro is the firm’s focus on long-term financial planning, including legacy and estate planning. Dollar Bureau advisors help clients navigate the intricacies of these processes, ensuring that their final wishes are honored and financial stress on loved ones is minimized. Their detailed legacy planning services are designed to protect and distribute assets effectively, offering peace of mind to clients. Furthermore, their educational content covers essential topics like the Supplementary Retirement Scheme and ComCare, enhancing client understanding and engagement.
A common misconception about Dollar Bureau is that their services might be perceived as expensive, but their advisory services are actually completely free, allowing individuals of all budget levels to consult with their financial advisors without cost. For those who wish to utilize their Financial Toolkit, the pricing is intended for advanced users; however, budget-conscious individuals need not worry, as Dollar Bureau’s financial advisors can assist them for free. The advisors also have access to a wide range of brands, which enables them to customize plans and potentially reduce any existing insurance premiums.
In conclusion, Dollar Bureau stands out as a reliable financial advisory firm with a strong emphasis on client education and long-term planning. Their comprehensive tools and personalized advice help clients achieve financial clarity and control. While the Financial Toolkit is available for advanced users, clients can benefit significantly from the firm’s detailed guides and free advisory services, making them a dependable choice for financial planning.
Highlights
- Commitment to client education
- Personalized financial advice
- Focus on long-term planning
- Detailed legacy and estate planning services
Customer Reviews
Here are some reviews from their clients:
“Before using the Financial Toolkit, managing my finances felt overwhelming. Now, it’s actually straightforward and accessible! I love that it’s a one-time purchase unlike the usual subscription services. The toolkit’s comprehensive features cover everything I need, and the video tutorials made getting started a breeze!”
“This Financial Toolkit is damn good for keeping track of your money. Super easy to use, and helps you manage everything from your cash flow and net worth to finding insurance gaps and tracking your investments. If you are financial planning, definitely worth the buy!”
7. Ian Pryor
| BEST FOR | Expat Advisory |
| WEBSITE | https://www.eag.ippfa.com/ian-pryor |
| ADDRESS | 78 Shenton Way #06-01 Singapore 079120 |
| CONTACT DETAILS | +65 9320 9737 +65 6511 8805 [email protected] |
| OPERATING HOURS | Weekdays: 8:30am–6:30pm |
Ian Pryor is one of the most sought after financial advisors in Singapore. His experience within the field is unparalleled– high net worth individuals from different countries in Asia are always asking for his expertise.
He’s had clients who have been with him for over 5 years. Until now, they continuously ask for his advice and support when it comes to proper account handling and financial stability. He’s known to provide advice in all areas of economics, finance, financial planning and portfolio management.
His expertise includes, but aren’t limited to, CPF Investments, Medisave & Medishield, SRS Investments, Multi-Currency Wealth Management, and Retirement Planning.
Highlights
- Expert Financial Advices
- Long term services
Customer Reviews
Ian has received nothing but positive feedbacks from his clients, especially those who have been with him for years. He’s dedicated, skilled, and personable. The relationships and rapport he’s built are truly one of a kind. Here’s what one client had to say about his services:
“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.”
8. PolicyPal
| BEST FOR | Comprehensive range of life insurance |
| SERVICES | https://www.policypal.com/buy-insurance |
| WEBSITE | https://policypal.com/ |
| ADDRESS | 38 Eng Hoon Street Singapore 169783 |
| CONTACT DETAILS | +65 3163 9184 | [email protected] |
Whether you would like to invest in term life, whole life, or personal accident insurance, PolicyPal promises to provide you with a life plan that will give the best value for your investment and your precious life.
Their personal accident insurance covers Death Benefits, Permanent/Partial Disablement, Temporary Disability, and Medical Expenses.
You may choose whether to get insurance for yourself or for any members of your family. They also offer cashback where they reward you with 5% cashback in P$ credits with each Travel, Car or Pet Insurance purchased.
Highlights
- Customer-oriented
- Value for money
- Time-Saving
And that’s the end of our list of the best financial advisors in Singapore! Have you already decided which one you’d like to have a consultation with? If you have, feel free to share with us your thoughts!
Also, for the seniors out there who are getting ready to retire soon, you might be interested in consulting with these firms that offer the best retirement planning in Singapore. They have flexible plans catered within your means.