From planning dream retirements to securing future legacies, the right wealth management services in Singapore can turn financial goals into reality. With expert guidance and tailored strategies, navigating investments and growing your wealth doesn’t have to be overwhelming, it can be empowering. In this roundup, we explore some of the top wealth management services in Singapore that are redefining the way success is built and sustained.
Grow, Protect, and Plan with Confidence with the Best Wealth Management Services in Singapore
1. TallRock Capital
TallRock Capital is a leading name in wealth management services in Singapore, trusted by both expatriates and locals for its tailored financial solutions. With a focus on client-first service, the firm offers expert advice in wealth planning, insurance, retirement, education, and tax strategies—earning top Trustpilot ratings and recognition in Spear’s Top 10 Wealth Managers from 2020 to 2024.
For expats considering retirement abroad, financial planning for expats is essential. TallRock helps clients navigate complex tax rules in popular destinations like Thailand, Indonesia, Vietnam, Australia, and the UK. From new income tax laws in Thailand to global income liabilities in Australia, their team ensures your retirement plans are tax-efficient and legally sound.
Specialising in international tax planning, TallRock also advises non-US persons on reducing exposure to U.S. estate tax, which can reach 40% on assets above USD 60,000. Their in-depth understanding of cross-border regulations helps clients protect wealth while staying fully compliant.
They also support families with education planning for expat families, creating smart strategies to manage rising international school costs. To connect with an advisor, email [email protected] or visit tallrockcapital.com. Partner with one of Singapore’s top financial planners — book your free consultation today!
| WEBSITE | https://www.tallrockcapital.com/ |
|---|---|
| ADDRESS | 50 Raffles Place, Singapore Land Tower 19th Floor, Singapore, Singapore |
| CONTACT DETAILS | +65 6829 7025 [email protected]/[email protected] |
| OPERATING HOURS | https://www.tallrockcapital.com/contact |
GFC Advice is a boutique financial advisory firm known for offering clear, client-focused guidance to both expatriates and locals. With a strong emphasis on simplicity and transparency, their team helps clients navigate complex financial decisions with confidence and clarity.
As more individuals seek personalised financial strategies, GFC stands out for its trusted wealth management services in Singapore. From expat financial advice to tailored retirement planning, they build holistic roadmaps that reflect each client’s unique life goals and international needs.
Beyond retirement and tax strategies, GFC also delivers well-rounded investment solutions as part of its broader wealth management services in Singapore. Whether you’re just starting your financial journey or planning for the next chapter, GFC provides long-term support with a personal touch.
| WEBSITE | https://www.gfcadvice.com/ |
|---|---|
| ADDRESS | #10-01, 14 Robinson Road, Singapore, Singapore |
| CONTACT DETAILS | +65 6532 2711/[email protected] |
| OPERATING HOURS | https://www.gfcadvice.com/contact-us/ |
Ascenta Wealth offers tailored wealth management services in Singapore designed to meet the evolving needs of affluent individuals and families. With a deep focus on transparency, independence, and long-term relationships, the firm provides clear, conflict-free advice that puts client goals first.
Their experienced team combines global investment insight with local market knowledge to deliver strategies that are both smart and sustainable.
Whether you’re planning for retirement, managing generational wealth, or seeking portfolio growth, Ascenta Wealth helps you move forward with confidence and clarity.
| WEBSITE | https://www.ascentawealth.com/ |
|---|---|
| ADDRESS | Ocean Financial Centre 10 Collyer Quay #03-06 Singapore 049315 |
| CONTACT DETAILS | +65 6632 3640/[email protected] |
| OPERATING HOURS |
Providend is Singapore’s first fee-only wealth advisory firm, built on a strong foundation of integrity and client-first values. Unlike commission-based models, Providend’s approach ensures that every recommendation is made with your best interest in mind.
Known for delivering trusted wealth management services in Singapore, Providend offers objective, conflict-free advice tailored to each client’s unique financial situation. Their holistic process integrates investment planning, retirement strategies, and estate planning, making them a leading choice for those seeking comprehensive wealth management services in Singapore that are truly independent.
With a team of experienced advisors and a commitment to transparency, Providend empowers individuals and families to make well-informed decisions about their financial future. Their mission is simple: to help you live the life you want without being sold the products you don’t need.
| WEBSITE | https://providend.com/ |
|---|---|
| ADDRESS | 38 Duxton Hill, Singapore, Singapore Singapore 049315 |
| CONTACT DETAILS | +65 6309 2488/[email protected] |
| OPERATING HOURS | https://providend.com/our-clients/service-enquiry-form/ |
Infinity Financial Advisory is a client-first firm built on the belief that financial planning should be accessible, transparent, and truly personalised. Backed by a team of passionate professionals, Infinity offers holistic solutions that empower individuals and families to take control of their financial futures, whether they’re planning for retirement, safeguarding their legacy, or growing wealth across generations.
As one of the leading providers of wealth management services in Singapore, Infinity combines industry expertise with cutting-edge tools to deliver tailored advice without product push or sales pressure. Their licensed advisors take time to understand your unique goals, then build strategic plans that align with your lifestyle, values, and long-term vision. From insurance to investments and estate planning, everything is built around trust, not commissions.
With a strong emphasis on integrity, independence, and service, Infinity has become a trusted partner for clients at all life stage.
| WEBSITE | https://home.infinityfa.com.sg/ |
|---|---|
| ADDRESS | 10 Eunos Rd 8, North Lobby, SingPost Centre, #08-02, Singapore 408600 |
| CONTACT DETAILS | +65 6730 9813/[email protected] |
| OPERATING HOURS |
