Financial Planning Singapore

 

Why Do Financial Planning with Us?

 

We are a one stop provider of insurance plans for all ages.  All our Financial consultants are certified independent Financial consultants with good track records. They will provide unbiased financial planning advice which are suitable to you and your family.

If you feel difficult to find a trusted and professional financial consultant,

or if you need an independent financial consultant for unbiased advice. 

We can recommend a trusted financial consultant to discuss your insurance needs FREE of Charge, please click Contact Us now

 

Benefits of Independent Financial Adviser

 

 

There are several benefits of using a independent Financial Adviser:
  • Unbiased guidance based on your entire financial picture
Independent advisers are not tied to any particular family of funds or investment products. So whether you need help with retirement planning, a tax situation, estate planning, or managing assets at multiple places, independent advisors have the
freedom to choose from a wide range of investment options in order to tailor their advice based on what’s best for you and your family.
 
  • Industry knowledge 
A high level of expertise to support your complex financial needs Independent advisors can help investors address the variety of complex investment needs that arise when you accumulate significant wealth. While specific services vary from firm to firm, they are often described as financial “quarterbacks” focused on your holistic financial picture. Some advisors are specialists in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing, the sale of a business, complicated tax situations, trusts, and intergenerational wealth transfer
 
  • Research all options 

They can do all the hard work on your behalf. Researching financial products can take a significant amount of time and effort, and it’s often difficult to know whether you’ve explored every available option. An adviser can research all the opportunities on offer and help you come to the right decision.

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We have various insurance plans from several insurance companies to cater to different family’s needs and standards.   We are committed to deliver suitable insurance plans to satisfy you and your family needs. 

Testimonials

A very patient Financial adviser. Very good tips and advice given by him.  He was also kind enough to answer my various questions and meet us for several times before we made the final decision.  Overall, it was a good experience. Will definitely recommend him to my friends for his financial planning services.

Andy Ong

The recommended Adviser is a true expert when it comes to insurance! He always knows the answers to complex insurance issues and requirements. Nothing is too much trouble for him and his knowledge of the insurance industry is truly outstanding. He has given us excellent service and superior insurance cover at prices keener than our previous insurer and his knowledge and experience has led to gaps in cover in our previous policies being identified that we were unaware of.

Thanks and Highly recommended!!

Jason Tan

We have had a great experience with the adviser! They are easy to get in touch with, and always available to help with any questions or needs I might have! No matter how difficult my Insurance needs are he can always found me a solution.

He has offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our finances, and our future.

Lisa Chia

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