10 Best Financial Advisors in Singapore 2024

10 Best Financial Advisors in Singapore 2023

Financial advisors are a crucial component in streamlining your financial life. So, whether you need to save for the future or manage your money, you can hire one of the best financial advisors in Singapore. But how many financial advisors are in Singapore? Singapore is a world-renowned financial advisor who can effectively act for individuals and companies. And the number of financial advisors in Singapore is about  20,000 local financial advisors.

financial advisors singapore

So, if you are looking for an advisor to help you invest your money while minimizing risks, check out the list of financial advisors in Singapore below.

Range of Services 
Responsiveness 
Value 
Experience 
Score 
JS Advisory
9.0
9.0
9.5
8.5
9.0
Expat Advisory Group
9.0
9.2
9.0
9.0
9.05
Global Financial Consultants
8.5
9.0
9.0
8.5
8.75
Providend
8.5
8.5
9.0
8.5
8.63
Synergy
8.0
8.5
8.0
8.0
8.13
Singapore Financial Planners Pte Ltd
8.0
7.8
8.0
7.8
7.9
Great Eastern Life
9.0
8.0
8.5
9.3
8.7
Karen Tang Certified Financial Planner
9.0
8.5
8.5
9.0
8.75
Advisors’ Clique
8.0
8.0
8.5
9.0
8.38
SingCapital Pte Ltd
8.5
8.8
8.5
8.0
8.45

JS Advisory – 9.0

 

JS Advisory

JS Advisory is a group of forward-thinking strategists aiming to create a perfect financial path for their clients. Established in 1997, this group of financial advisors boasts of rich background and experience in managing finances for different tiers of clients. 

Besides, these seasoned independent financial advisors work closely with both Financial Services Consultants to deliver good experiences. These attributes result in advisors with an unparalleled understanding of the varying financial conditions of clients. 

Thus, they are adept at providing highly relevant information and recommending appropriate services and products to help you achieve your financial goals.

Some key services are Savings and Investment, Accident and Medical Protection, and Employee Benefits.

Highlights

  • Provides financial advice on a wide range of topics
  • 20+ years of experience 
Address 
371 Alexandra Road #04-03 Singapore 159963
Contact 
Business Care Hotline: 63735730; WhatsApp: +65 89499400
Email:  jsadvisory@aia.com.sg
Operating Hours 
24/7

Expat Advisory Group – 9.0

 

Expat Advisory Group

Expat Advisory Group has 35+ years of offering financial advice to the residents of Singapore. This group of Singapore financial advisors has a great history of helping local and international clients with investment planning, wealth management, retirement planning & pension transfers, Tax efficiency, legacy planning, trusts and wills, etc. All solutions at these firms are tailored to your needs.

Highlights

  • Comprehensive list of financial management services
  • 35+ years of experience 
  • Inclusive education plan 
  • Life and health insurance
Address 
78 Shenton Way, Singapore 079120
Contact 
Phone: +65 6511 8805
Email:  eag@ippfa.com
Operating Hours 
Monday – Friday 8:30 AM–6:30 PM

Global Financial Consultants – 8.75

 

Global Financial Consultants

Global Financial Consultants was founded in Australia but relocated to Singapore in 2003. Its founders, Bruce Barron and Ian McMahon vision’s was and still is to be the guardians of your financial security and safeguard your future.

The company has 20+ years of advising people and companies on finance, i.e., offering complementary strategies featuring international wealth management and advisory products. Each strategy offered by this firm is tailored to your needs and preferences. This ensures utmost satisfaction.

Highlights

  • Holistic personal financial advice and insurance plans
  • 20+ years of experience in Singapore
  • Tailored investment and insurance strategies
  • Global expertise including UK, Australia, Europe, Singapore, and abroad
Address 
14 Robinson Road, #10-01 Far East Finance Building, Singapore 048545
Contact 
Phone: +65 6532 2711
Appointments: gfcadvice.com
Email:  info@gfcadvice.com
Operating Hours 
Monday – Friday 9 AM–5 PM

Providend – 8.63

 

Providend

Providend is Singapore’s first free-only wealth advisory that offers advice on various financial and wealth matters. The firm places a strong emphasis on ethical business conduct, thus, ensuring that you receive a competent advice on a timely basis. 

Besides, Providend promises premium quality services at a flat fee, making it a highly affordable option. All commission earned via product engagements is eventually rebated for the clients.

Highlights

  • No hidden charges 
  • Certified by Monetary Authority Singapore
  • Advocates transparency and ethical conduct
Address 
38 Duxton Hill, Singapore 089616
Contact 
Phone: +65 6309 2488
Appointments:  providend.com
Email:  communications@providend.com
Operating Hours 
Monday – Friday 9 AM–6 PM

Synergy – 8.13

 

Synergy

Synergy financial advisors are known for streamlining the wealth management process to maximize the value of a client’s investment. The firm has passionate advisors and uses the latest wealth and financial management technology and up-to-date knowledge to deliver effective advice to its clients. 

Besides, they offer frequent training to their pool of advisors to increase competency and maintain relevancy. 

Highlights

  • Uses the latest technology for competency
  • Constantly train the staff to ensure competency 
  • Offers financial/wealth management and general insurance 
Address 
229 Mountbatten Road #03-30 Mountbatten Square Singapore 398007
Contact 
Phone: +65 6654 1888
Email:  NA
Operating Hours 
Monday – Friday 9 AM–6 PM

Singapore Financial Planners Pte Ltd – 7.9

 

Singapore Financial Planners Pte Ltd

Singapore Financial Planners deals with personal financial management strategies. Unlike other companies, the firm deals with both amateurs and affluent investors. So, if you are a beginner and wish to start your financial management journey, this is the company to check out. 

Its Certified financial experts comb through hundreds of case studies to better understand your goals and needs and goals. And with regular training, they remain relevant in the modern world. 

Highlights

  • Beginner-friendly financial advisors 
  • Employees are trained regularly 
Address 
10 Anson Road, #33-03 International Plaza, Singapore 079903
Contact 
Phone: NA
Email:  hello@singaporefinancialplanners.com
Operating Hours 
Monday – Friday 9 AM–5 PM

Great Eastern Life – 8.7

 

Great Eastern Life

Great Eastern Life offers corporate solutions and personal insurance. The company has helped many clients secure wealth and remain healthy for the past 100+ years. Their comprehensive solutions effectively ensure you and your loved ones remain on track regarding wealth management and health. 

Highlights

  • Up to 60% welcome bonus 
  • Home and travel insurance 
  • Employee benefit plans 
  • 100+ years of experience 
Address 
1 Pickering St, Singapore 048659
Contact 
Phone: +65 6248 2211/1800 248 2888
Email:  NA
Operating Hours 
Monday – Friday 9 AM to 5.30 PM

Karen Tang Certified Financial Planner – 8.75

 

Karen Tang Certified Financial Planner

Karen Tang is the founder of Karen Tang Certified Financial Planner. Before joining the financial management field, she worked as a business analyst and change management consultant at an international bank.

In 2005 she founded her company and began helping people manage their money and create wealth. As an Associate Estate Planning Practitioner (AEPP), she is a Certified Financial Planner. Therefore, she uses her expertise and experience to help clients achieve financial growth and preservations. 

Highlights 

  • Associate Estate Planning Practitioner
  • Certified Financial Planner
  • Comprehensive financial planning 
Address 
133 New Bridge Road #20-06/08, Chinatown Point, Singapore 059413
Contact 
Phone: +65 6252 8500
Email: NA
Operating Hours 
Monday – Friday 9 AM to 5.30 PM

Advisors’ Clique – 8.38

 

Advisors' Clique

Advisors’ Clique is part of the Great Eastern Financial Advisers Private Limited (GEFA). For the last 15 years, it has been offering curated financial advice to many clients in Singapore. The dynamic group of advisors features 350 associates and 15 directors.

Highlights

  • Offer service tailored to a client’s needs 
  • We offer a wide range of personal and corporate financial services 
Address 
1 Pickering St, Singapore 048659
Contact 
Phone: +65 6854 7575
Email:  NA
Social Media 
NA
Operating Hours 
Monday – Friday 10 AM to 6 PM

SingCapital Pte Ltd -8.45

 

SingCapital Pte Ltd

SingCapital Pte Ltd is an exempt direct insurance broker for General Insurance and is licensed by the Monetary Authority of Singapore. Like other institutions on this list, this firm offers quality services to help you attain your financial goal.

The firm uses a well-curated and cost-effective approach in its dealings. This ensures you meet your financial goals without leaving a dent in your bank account. When you fill out an interest indication form on their website, you get a free personal financial health check worth S$250.

Highlights 

  • Free personal financial health check worth S$250
  • Under the Financial Adviser Act, we are licensed by the Monetary Authority of Singapore
Address 
480 Lorong 6 Toa Payoh, East Wing, #11-01 HDB Hub, Singapore 310480
Contact 
Phone: +65 6801 4088
Email:  NA
Social Media 
NA
Operating Hours 
Monday – Friday 10 AM to 6 PM

Conclusion 

Financial planning is an essential part of adult life. However, every adult has specific needs. Therefore, the best independent financial advisors Singapore offers must be able to prepare a well-tailored financial plan for their clients for sustainability purposes. 

The above financial advisors Singapore has registered offer a wide range of services and have a talented and experienced pool of experts. That way, you get an effective solution. Also, this might be helpful if you are looking for financial advisor jobs

 

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