Managing your finances wisely is key to achieving long-term financial stability and success. Whether you’re planning for retirement, investing for the future, or seeking expert advice on wealth management, having a trusted financial advisor can make all the difference. In Singapore, there are many experienced financial advisors offering tailored solutions to help you reach your financial goals. To make your search easier, we’ve compiled a list of the Best Financial Advisors in Singapore known for their expertise, reliability, and customer satisfaction.
Note: This list is strictly not in order.
1. EDUdebt Pte. Ltd.
If you’re grappling with debt, EDUdebt Pte. Ltd. is here to lend a helping hand. As Singapore’s largest debt consultancy firm, they’ve assisted over 100 clients since 2016, saving them more than $10 million in interest payments. Their personalised approach includes consolidating your debts, freezing interest rates, and setting up manageable repayment plans tailored to your financial situation. With a dedicated team of experts, EDUdebt ensures you’re on a clear path to becoming debt-free within five years.
Customer reviews:
Zie Azie
Glad made the right choice in settling my debts which have been huge burden for me. Rydhwan and Jess have been great help, patience and advises. Now I can have a peace of mind and settle as plan. Truly grateful to EDUdebt for always be there and never give up. Thank you once again Rydhwan & Jess. God bless you. Thank you.
Hairul Nizam
Highly recommended! Their client service is second to none. Abbas and Jess are consistently outstanding, exceeding my expectations every time I have a questions. I was completely impressed with their professionalism and customer service. Each step of the way guided with efficiency. My DRS journey will be a smooth one! In Sha Allah… Thank you!
Hairul Hadar
When down to Edudebts in December 2023. Meet up with debt consultant Q who guide and advise me accordingly. She advise n assistant have given me a new life and happiness. She and Ana help me throughout the process and still willing to answer to my every question mo matter how busy they are. Strongly recommend to those who are going through financial problem n needed help.
Website: http://edudebt.sg/
Contact: 1800 338 3328
Location: 1 Yishun Industrial Street 1, #08-19 A Posh BizHub, Singapore 768160
Operating Hours: Monday-Friday 10 AM-5 PM | Closed on Saturdays and Sundays
2. Global Financial Consultants Pte. Ltd.
With over 26 years of experience, Global Financial Consultants (GFC) offers a wealth of knowledge in investment, education, and retirement planning. They understand that each client’s financial situation is unique, so they provide customised solutions rather than one-size-fits-all plans. Whether you’re looking to grow your wealth, plan for your child’s education, or secure a comfortable retirement, this financial advisors in Singapore customise and design strategies to meet your specific goals.
Customer reviews:
Zoe
I’m extremely happy to have Deepak managing my investment plan. His expertise in financial planning and investment strategies is impressive. Deepak communicated clearly and effectively, patiently explaining the investment plan in a way I could easily understand. He made sure I was confident in my decisions and was always available to answer questions, providing regular updates on my portfolio. He tailored his advice to my specific needs, including planning for early retirement, he proposed a plan that fit perfectly and he is never pushy. I highly recommend him to anyone who seeking expert financial advice.
Farah Saleh
I am really grateful that I know Daniel. From the moment we began working together, Daniel took the time to carefully review my portfolio and policies, ensuring every recommendation was tailored to my financial goals. He not only offers expert advice but also explains the steps I need to take to achieve my long-term goals without compromising my financial stability. Thanks to his proactive and thoughtful approach, I am confident about my financial future and trust that I’m making the best decisions for my needs.
Winston Longue
Having met Deepak years ago I was initially hesitant about investing into something I really wasn’t familiar with. My previous other investment experience with the various insurance companies haven’t really met my expectations. But Deepak reapply worked hard to make a difference for his clients. We met often initially during the early years to review and follow up as we built the portfolio. But years later we just keep in touch and meet up when needed and we have become more comfortable with each other. I have confidence in him and trust that he can deliver on the investments. I would recommend him to anyone looking to start your portfolio – the younger the better and the more you can be assured you can retire at the right time.
Website: http://www.gfcadvice.com/
Contact: 6532 2711
Location: 14 Robinson Road, #10-01 Far East Finance Building, Singapore 048545
Operating Hours: Monday-Friday 9 AM-5 PM | Closed on Saturdays and Sundays
3. Providend
As Singapore’s first fee-only financial advisory firm, Providend is committed to offering unbiased advice without the influence of commissions. Their team of certified financial planners focuses on comprehensive wealth management, retirement planning, and estate planning. By aligning their interests with yours, Providend ensures that the financial strategies they recommend are genuinely in your best interest, helping you make informed decisions to grow and protect your wealth.
Customer reviews:
Cha Kun Lee
My wife and I have engaged Providend since May 2023 to advise us on our retirement journey. Bryan has been very patient to understand our life goals and worked with us to develop a comprehensive plan that would fit our needs and help us to reach our goals. We strongly value that Providend is fee-only, hence ensuring no conflicts of interest in the advice provided; and that their long term investment strategy closely aligns with ours. We have started the journey together since Aug 2023, and have absolutely no regrets, knowing that our financial planning is in very capable hands. Bryan has been super responsive in answering our questions and concerns along the way, and we are very thankful for his professionalism and help.
Manlin Liew
My husband and I are working with Yong Cheng. He provided us a thorough and comprehensive financial assessments and advices on how we could achieve our financial goals. Appreciate the yearly financial ‘health check’ and dialogues to ensure we are on the right path towards our financial goals.
CK Chen
I have been using Providend for my retirement & financial planning since 2012. Initially it was just for my wife and I, and in recent years have my children started their investment portfolio with them. My Financial Adviser in Providend is Eleanor. I am pleased with her periodic professional guidance, advice and management of the retirement/ financial plan. Overall, I like Providend’ s philosophy, and am happy with the process and outcome that Eleanor has provided.
Website: https://www.providend.com/
Contact: 6309 2488
Location: 38 Duxton Hill, Singapore 089616
Operating Hours: Monday-Friday 9 AM-6 PM | Closed on Saturdays and Sundays
4. Infinity Financial Advisory Pte. Ltd.
Infinity Financial Advisory takes pride in offering holistic financial planning services in Singapore. Their approach encompasses investment management, insurance planning, and retirement solutions. By conducting thorough assessments of your financial health, they craft personalised plans that align with your life goals. Their commitment to transparency and client education empowers you to take control of your financial future confidently.
Customer reviews:
Crys T
Jun Jie has been extremely helpful with my financial planning, looking at long term goals and giving overviews of financial status to see where might be lacking. He has recommended/advised products or changes that are beneficial and suitable for my current status. He also ensures that you are comfortable with your decisions and will not force his opinions. In short, great advisor!
Rachel Neo
Chantelle’s systematic approach to financial planning has provided me with great clarity and boosted my confidence in achieving my financial goals. She is truly passionate about her work and consistently puts her clients first. Before every discussion, Chantelle sets a clear agenda, ensures our conversation stays focused, and always concludes with a summary to keep things on track. She also schedules regular review sessions, emphasizing a long-term perspective, which gives me a deep sense of assurance in this partnership. I highly recommend Chantelle!
J T
Darrenn Wong from Infinity FA, I truly admire the depth of knowledge and expertise he brings to me regarding building passive income. His ability to navigate complex markets with such clarity and insight is remarkable, and it’s clear that he genuinely cares on what are my Financial Planning needs. It’s rare to find someone who combines both investment knowledge and integrity in the way that he does. Highly recommended if you require someone as dedicated as he is towards building an extra source of income in time to come!
Website: http://www.infinityfa.com.sg/
Contact: 67309813
Location: 10 Eunos Rd 8, #08-02 SingPost Centre, Singapore 408600
Operating Hours: Monday-Friday 9 AM-6 PM | Closed on Saturdays and Sundays
5. Expat Advisory Group
Catering specifically to the expatriate community in Singapore, Expat Advisory Group understands the unique financial challenges faced by foreigners. They offer tailored advice on cross-border financial planning, tax optimisation, and international investment opportunities. Their expertise ensures that expats can navigate the complexities of financial systems both in Singapore and their home countries, making the most of their time abroad.
Customer reviews:
Vi Pham
I have started to worked with Ian to manage my investment and couldn’t be happier with the experience. He is incredibly knowledgeable, taking the time to understand my financial goal risk tolerance. He has provided personalized recommendations that aligned perfectly with my investment decisions. I highly recommend his services.
Kailynn Grieve
I had a fantastic experience interning with the Expat Department at IPP Financial Advisers. The professionalism and expertise of the team were exceptional, and their ability to build meaningful connections with clients truly stands out. They excel in understanding the unique financial needs of expatriates and provide tailored solutions with remarkable attention to detail. The supportive and collaborative work environment made my internship both rewarding and educational. I highly recommend IPP Financial Advisers for anyone seeking top-tier financial guidance and a great professional experience.
Addy Dutta
Absolutely brilliant guidance provided by Ian with, I have to say, a lot of patience. I think first principle in the beginning of any investment journey is trust which takes time but i am glad i chose IPP.
Website: https://www.expatadvisorygroup.com/
Contact: 651 18805
Location: 78 Shenton Wy, Singapore 079120
Operating Hours: Monday-Friday 8:30 AM-6:30 PM | Saturday 9 AM-2 PM | Closed on Sundays
6. Alpha Wealth Financial Advisers Pte. Ltd.
Alpha Wealth stands out for its commitment to building long-term relationships with clients. They offer a comprehensive suite of services, including investment advisory, risk management, and retirement planning. By staying abreast of market trends and regulatory changes, Alpha Wealth provides proactive advice, ensuring your financial strategies remain effective and relevant in an ever-evolving economic landscape.
Customer reviews:
varatharaj ram
I was introduced to Timothy Koh not for reasons pertaining to financial or health security. But over the course of our short acquaintance he showed genuine concern with regards to my future planning. He was not looking to add another name to his existing client list but I am glad I am on it now. I feel safer now that he’s got me covered.
Edwin Chee
Tim Koh is extremely efficient with helping with my claims. First of all. I have purchase a Cancer related insurance plan at an affordable monthly premium and covers a 1.5million $ coverage. Of course touch wood I pray I don’t have to make a claim. For the longest time I have not made any personal accident claim in my life. But in an uneventful “accident “ slippery slip, resulted in my right knee pain. He has been very reponsive to my WhatsApp despite he is away on holiday. Great to have you as my agent. Blessings and best regards, Edwin Chee
study shuu
Tim Koh has provided guidance to my husband and I on policies and investments and I really appreciate his approach! He is frank and transparent and, crucially, works with our comfort level and capability. He also provides honest, ethical advice that takes into account our lifestyle, needs and future plans. We are grateful for his trustworthiness and thoughtful approach!
Website: https://www.awfa.com.sg/
Contact: 6509 0225
Location: 151 Lorong Chuan, #05-06A, Singapore 556741
Operating Hours: Monday-Friday 9 AM-6 PM | Closed on Saturdays and Sundays
7. Unicorn Financial Solutions Pte Limited
Unicorn Financial Solutions believes in a goal-based approach to financial planning. They work closely with clients to identify personal financial objectives and develop strategies to achieve them. Their services range from wealth accumulation and preservation to legacy planning. With a focus on continuous learning and adaptation, Unicorn ensures that their clients are well-prepared to meet both current and future financial challenges.
Customer reviews:
Lee Jun Yi
Li Ting and William are my advisers whom have helped me kickstart my financial planning journey! They’ve spent countless hours trying to understand my circumstances, needs, and subsequently recommending me solutions to adequately address my financial shortcomings. It’s been an absolutely lovely experience with them. They are consistently checking up on me and motivating me to strive for Financial Independence. Unicorn is committed, sincere and transparent in providing Financial Advisory Services to people around them, making them a trusted entity to journey with!
Victor Kok
Private financial solutions is something I prefer as they tends to be less biased towards the solutions sold by corporate financial services. Winnie has been a long time friend and a helpful in analyzing my insurance coverage and give advice on the necessary changes to ensure the insurance I bought of the best value and not overpay for unnecessary services and improve coverage. She had also helped plan a structured financial review for my income, expenses, commitment and liability, which ultimately help me to plan for the retirement life I want and how to battle rising inflation over the coming year. Lastly, I feel that the consultancy services here is more genuine and sincere that my financial are well look-after. In the process of discussing the choices I need to make, I am also not pressured to make hasty decisions.
Man Ning Ning
Working with Wendy has been a game-changer for my financial future. Her expertise and personalised approach has helped me make informed decisions that align with my long-term goals. I feel confident and secure knowing I’m on the right path. Wendy is not just a financial advisor but a trusted partner who truly cares about my success. Highly recommend her services to anyone looking for professional, reliable financial guidance!
Website: http://www.unicorn.sg/
Contact: 6887 3885
Location: 538 Geylang Rd, #02-11 The Arizon, Singapore 389493
Operating Hours: Monday-Friday 8:30 AM-6:30 PM
Conclusion:
Making smart financial decisions isn’t just about cutting expenses; it’s about strategically managing your resources to achieve your life goals. Financial advisors play a crucial role in this process by:
-
Providing Expertise – They bring in-depth knowledge of financial products, market trends, and regulatory environments, helping you make informed choices.
-
Personalised Planning – Advisors assess your unique financial situation and craft customised plans that align with your objectives, whether it’s buying a home, funding education, or planning for retirement.
-
Accountability and Discipline – Regular consultations with advisors encourage disciplined saving and investing habits, keeping you on track to meet your financial milestones.
-
Risk Management – They help identify potential financial risks and recommend appropriate insurance or investment strategies to mitigate them.
-
Emotional Support – During market fluctuations or personal financial crises, advisors provide reassurance and objective advice, preventing impulsive decisions that could derail your financial plans.
Beyond financial advisory services, individuals looking to consolidate outstanding debts may consider a debt consolidation loan, which combines multiple loans into a single payment, making debt management more manageable. Additionally, those seeking extra funds for personal expenses, investments, or emergencies can explore options for a personal loan in Singapore, which provides flexible financing solutions.
Choosing the right financial advisor is a crucial step in securing your financial future. The best financial advisors in Singapore offer personalised strategies, professional guidance, and years of expertise to help you make informed decisions about your money. Whether you need help with retirement planning, investments, or insurance, these top advisors can provide the support you need. Take the time to consult with them and start working towards your financial goals today!