• September 16, 2024

In today’s economic climate, everyone—from the affluent to the fledgling saver—can benefit from expert financial guidance. The best financial advisors in Singapore help you invest smartly and mitigate risks. Don’t navigate the volatile market alone; professional advice is no longer just for corporations.

Finding a trusted financial advisor can be daunting. To streamline your search, we’ve identified the top five financial advisors in Singapore. These experts provide personalized advice to help you meet your financial objectives, making your future more secure.

Secure Your Future with the best financial advisors in Singapore

1. IPP Financial Advisers, Expat Advisory Group - Elena Pryor

Expat Advisory Group- Elena Pryor

IPP Financial Advisers is a renowned financial advisory firm in Singapore with over 40 years of experience. Serving both  local and international clients the company has established itself as one of the Best Financial Advisors in Singapore. One reason why the firm stands out is its  specialised group called the Expat Advisory Group. The Firm’s personalized approach ensures that each client receives solutions that are aligned with their specific financial goals, making  IPP Financial Advisers a trusted partner for anyone seeking Expat Financial Advice Singapore.

A key figure at Expat Advisory Group is Elena Pryor, a Financial Services Manager with over seven years of expertise in tailored financial planning and wealth management. Born and raised in Singapore, Elena’s approach goes beyond mere numbers, focusing on understanding each client’s unique aspirations and crafting strategies that align with their long-term objectives. Her multi-currency, globally portable solutions allow her clients to continue investing in Singapore, regardless of where they live, making her a Reliable Expat Financial Planner in Singapore.

Elena’s commitment to her clients is matched by her dedication to driving positive change within the financial sector. As a member of the Mandala Club Committee and an ambassador for the Women’s Circle, she has spearheaded the Women in Finance group, advocating for greater representation and empowerment of women in the industry.

With professionals like Elena Pryor,multi-currency wealth management, retirement planning, and tax efficiency becomes a breeze.. With a strong emphasis on personalized and inclusive financial solutions, Expat Advisory Group continues to be a leader in Wealth and Financial Planning in Singapore

WEBSITEhttps://www.financialadvicesingapore.com/
ADDRESS78 Shenton Way, Singapore 079120
CONTACT DETAILS+65 8218 9640/[email protected]
OPERATING HOURSWeekdays: 8:30am–6:30pm

2. Providend

best financial advisors in Singapore

Managing finances can be daunting, especially for busy professionals, parents, and retirees. The best financial advisors in Singapore, like Providend, offer comprehensive solutions tailored to your needs. They specialize in wealth management, investment strategies, and insurance plans, ensuring your financial stability and growth.

One of the standout services provided by these top advisors is estate planning. Providend ensures that your hard-earned assets are protected and passed on to your beneficiaries seamlessly. This meticulous planning brings peace of mind, knowing that your legacy will be secure and your family’s future well-provided for.

The best financial advisors in Singapore are often recognized for their excellence. Providend has been featured in various media outlets and is highly praised by retirees for their well-executed plans. Their expertise in retirement and inheritance planning, along with insurance and investment management, makes them a trusted choice for securing your financial future.

WEBSITEhttps://providend.com/
ADDRESSNo. 38 Duxton Hill Singapore 089616
CONTACT DETAILS+65 6309 2488/[email protected]
OPERATING HOURSWeekdays: 9am–6pm

3. Synergy

best financial advisors in Singapore

Synergy, an award-winning financial advisor, offers exceptional investment support to individuals and corporations. Partnered with accredited investors, they provide tailored solutions like investment funds, disability insurance, and wealth management. Synergy ensures legal security and comprehensive financial coverage, making them stand out among the best financial advisors in Singapore.

Their services range from general insurance to life insurance, health and disability coverage, and investment strategies. Synergy also offers business keyman protection and buy-in funding. They prioritize confidentiality and privacy, earning the Data Protection Trustmark for their ethical services. Their professional staff is known for prompt responses, ensuring all client requests are handled efficiently.

With Synergy, you can trust that your financial future is in capable hands. Their commitment to stability and inclusive financial coverage, along with their expertise and efficient service, makes them a top choice for financial advice in Singapore.

WEBSITEhttps://synergy.com.sg/
ADDRESS229 Mountbatten Road#03-30 Mountbatten Square, Singapore 398007
CONTACT DETAILS+65 6654 1888
OPERATING HOURSWeekdays: 9am–6pm

4. Global Financial Consultants

best financial advisors in Singapore

Singapore Financial Planner  is highly recognized for educating customers about the importance of ethics in financial planning. With years of expertise, they offer multiple solutions to help you make informed decisions. Their global network of financial experts ensures you receive the best guidance available. Unlike many advisors who are biased towards specific plans, Singapore Financial Planner provides unbiased financial advice. Their website is a comprehensive resource for investment and insurance planning, offering all the necessary information to understand industry norms.

One of their unique services is critical illness insurance, which provides complete coverage for any disease, giving you peace of mind. Singapore Financial Planner offers a range of services including health, personal accident, maternity, life, critical illness, and disability insurance, as well as investment, retirement, and savings plans. Unlike other providers, they connect you with top-class advisors from around the country, offering impartial and client-centered services tailored to your individual needs.

Their commitment to client-focused solutions sets them apart. By providing unbiased advice and extensive knowledge, Singapore Financial Planner ensures that your financial planning journey is both informed and secure.

WEBSITEhttps://www.gfcadvice.com/
ADDRESS14 Robinson Road, #10-01 Far East Finance Building, 048545
CONTACT DETAILS+65 6532 2711/ [email protected]
OPERATING HOURSWeekdays: 9am–5pm
Saturday: 8:30am–1:30pm

5. PolicyPal

best financial advisors in Singapore

PolicyPal stands out as a customer-oriented insurance provider, offering a spectrum of life and personal accident insurance plans tailored to give you the best value for your investment. Whether you’re considering term life, whole life, or personal accident insurance, PolicyPal ensures that your precious life and assets are well-protected. Their personal accident insurance is particularly comprehensive, covering Death Benefits, Permanent/Partial Disablement, Temporary Disability, and Medical Expenses, providing peace of mind during uncertain times.

One of the key advantages of choosing PolicyPal is their flexibility. You can opt for insurance coverage for yourself or extend it to any members of your family, ensuring that your loved ones are also safeguarded. Moreover, PolicyPal rewards your trust with a 5% cashback in P$ credits for every Travel, Car, or Pet Insurance policy you purchase. This not only saves you money but also adds value to your overall insurance experience.

PolicyPal’s approach is not just about financial protection; it’s about saving you time and effort. Their streamlined processes and user-friendly platform make it easy to select and manage your insurance policies. By focusing on customer needs and delivering value for money, PolicyPal has established itself as a go-to choice for those seeking reliable and efficient insurance solutions.

WEBSITEhttps://www.policypal.com/
ADDRESS38 Eng Hoon Street Singapore 169783
CONTACT DETAILS+65 3163 9184 | [email protected]
OPERATING HOURS

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