Grow Your Wealth: Best Financial Advisors in Singapore

Website	https://corporatecover.sg/
Contact Details	+65 8774 7769​ support@corporatecover.sg
Services	Corporate Financial Planning, Employee Benefits, Insurance Advisory, Risk Management

Corporate Cover is a specialised financial advisory firm that focuses on corporate clients and employee benefits planning. Their expertise lies in insurance advisory, risk management, and company financial health, making them an ideal choice for businesses looking to secure financial stability for their employees.

However, since their services are tailored toward corporate financial solutions, individuals looking for personal financial planning, investment strategies, or estate planning may need to consider other advisors.

Website	https://dollarbureau.com/
Contact Details	8774 7769 support@dollarbureau.com
Services	Financial Education, Investment Guidance, Retirement Planning

Dollar Bureau is an online financial advisory platform that provides unbiased financial education and investment guidance. Their research-based approach helps individuals make informed financial decisions without the influence of sales-driven advisors.

While their insights are valuable, they may not be the best fit for those seeking personalised financial planning or dedicated wealth management services. However, for those wanting to learn and take control of their financial journey, Dollar Bureau is a great resource.

Website	https://endowus.com/financial-advisor-singapore
Contact Details	+65 3138 9167 support@endowus.com
Services	Investment Planning, Retirement Savings, CPF & SRS Investing, Portfolio Management

Endowus is a leading robo-advisory platform that helps individuals invest in CPF, SRS, and cash portfolios with a low-cost, data-driven approach. Their transparent fee structure and automated investment strategies make wealth-building accessible and efficient.

However, as a digital-first platform, those seeking personalised, in-depth financial planning or active portfolio management may find it limiting. If you prefer a hands-off, cost-effective investment solution, Endowus is a great option.

Website	https://fa.com.sg/
Contact Details	+65 6222 1889 feedback@fa.com.sg
Services	Wealth Management, Insurance Planning, Investment Advisory, Retirement Planning

Financial Alliance is a well-established financial advisory firm that offers comprehensive wealth management services, from investment planning to insurance solutions. As an independent firm, they provide a broad range of financial products to cater to different financial goals.

However, since they operate on a commission-based model, they may recommend certain financial products over others. For those looking for a full-service financial advisory firm with diverse investment solutions, Financial Alliance is a solid choice.

Website	https://www.gfcadvice.com/
Contact Details	+65 6532 2711 info@gfcadvice.com
Services	Wealth Management, Retirement Planning, Tax-Efficient Strategies

Global Financial Consultants (GFC) has been a trusted partner for expatriates in Singapore since 1997, offering services like wealth management, retirement planning, and tax-efficient strategies. Their independent approach ensures personalised financial solutions that cater to unique client needs.

However, GFC’s focus on expatriates might not resonate with local clients, and their fee structure could be more transparent. For expats looking for experienced global financial advice, GFC is a solid option.

Website	https://home.infinityfa.com.sg/
Contact Details	+65 6730 9813 reachus@infinityfa.com.sg
Services	Wealth Management, Investment Planning, Retirement Savings

Infinity Financial Advisory sets itself apart with innovative client engagement tools like the i-NITIATE® app and access to over 50 partners. Their focus on modern, interactive financial planning makes them a great fit for tech-savvy clients.

That said, Infinity’s newer presence in the market and limited reviews may cause some hesitation. If you’re open to working with a younger, dynamic firm, Infinity is worth considering.

Website	https://www.ippfa.com/
Contact Details	+65 6222 1889 feedback@fa.com.sg
Services	Wealth Management, Retirement Planning, Business Advisory

IPP Financial Advisers (IPPFA) has been a leader in Singapore’s financial advisory space since 1983. Their six-step financial planning process and extensive range of services, including personal wealth and corporate advisory, make them ideal for high-net-worth individuals.

However, some clients might be deterred by the impersonation scams reported and their focus on affluent clients. For those with significant portfolios, IPPFA offers dependable and well-established financial planning.

Website	https://karentang.sg/
Contact Details	+65 6252 8500 karen@karentang.sg
Services	Wealth Management, Retirement Planning, Education Savings

Karen Tang, CFP®, has been helping professionals and executives in Singapore with their financial goals since 2005. With expertise in wealth protection, retirement planning, and education savings, Karen is known for her personalised, client-first approach and media recognition.

As a solo practitioner, Karen may have limited availability for new clients and focuses on niche financial planning. If you prefer a personal touch and one-on-one engagement, Karen is an excellent choice.

Website	https://www.prudentialfa.com.sg/
Contact Details	+65 63330333 customer.service@prudentialfa.com.sg
Services	Wealth Solutions, General Insurance, Estate Planning, Tax Advisory

Prudential Financial Advisers (PFA), launched in April 2023, is the dedicated financial advisory arm of Prudential Singapore. Leveraging the strength of its parent company, PFA offers a wide range of services, including wealth solutions like unit trusts and general insurance products such as travel and motor insurance. They also provide complementary services like estate planning and tax advisory through partnerships.

Despite being a new entrant, PFA has expanded rapidly, boasting over 800 representatives as of July 2024, with plans to grow to 1,500 by the end of 2025. While their rapid growth is promising, potential clients might consider the firm’s relative infancy and evolving track record when making decisions.

Website	https://singaporeexpatadvisory.com/
Contact Details	+65 9432 8781 advice@singaporeexpatadvisory.com
Services	Financial Planning, Investment Management, Tax Advisory

Singapore Expat Advisory specialises in providing financial planning services tailored specifically for expatriates living in Singapore. They offer a range of services, including investment management and tax advisory, designed to address the unique financial challenges faced by expats.

While their expertise in expatriate financial matters is a significant advantage, their specialised focus may mean limited offerings for local clients. Additionally, the niche nature of their services could result in higher fees compared to more generalist advisory firms.

Website	https://synergy.com.sg/
Contact Details	+65 6654 1888 customercare@synergy.com.sg
Services	Personal and Corporate Financial Solutions, General Insurance, High Net Worth Advisory

Synergy Financial Advisers positions itself as a proactive and progressive firm, striving to set new standards in financial guidance. They offer a comprehensive range of services, including personal and corporate financial solutions, general insurance, and specialised advisory for high-net-worth individuals.

The firm emphasises unity and trust, fostering strong internal collaboration among management, advisers, and support staff. While this internal focus is commendable, potential clients might find limited public testimonials and a less established brand presence compared to longer-standing firms.

What should you look for in the best financial advisors in Singapore?

When choosing a financial advisor in Singapore, consider the following:

• Certification: Look for licensed advisors or Certified Financial Planners (CFPs) regulated by the Monetary Authority of Singapore (MAS).

• Experience and Expertise: Select advisors or firms with extensive experience in financial advisory services, wealth management, or retirement planning.

• Transparency: Seek financial advice from advisors who disclose fees upfront and provide unbiased advice.

• Specialisation: Assess their expertise in areas like investment management, insurance, or comprehensive financial planning based on your financial goals.

• Client Focus: A trusted financial adviser should prioritise clients’ interests over products or commissions.

How do I know if my financial advisor is licensed in Singapore?

Verify your financial adviser representative’s credentials on the MAS website. Ensure they have a unique representative number and are authorised to provide financial advisory services.

What is the difference between financial advisors and insurance agents?

Financial advisors offer a broad range of financial planning services, including investment management, retirement planning, and estate planning. Insurance agents primarily focus on selling insurance products, while financial planners provide comprehensive financial planning for your overall financial situation.

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