The iFast founders saw a chance to bring the unit trust transactional process online through its business-to-consumer (B2C) platform, Fundsupermart.com (FSM). Ltd. is now considered one of Singapore's largest independent financial advisory firms. A financial advisory (FA) firm wishing to use the word INDEPENDENT as Financial Alliance does must fulfill the conditions laid down by Monetary Authority of Singapore (MAS) at all times. The road to financial freedom may seem to be a challenging task as it entails a lot of things to consider like budgeting, having enough savings, getting insurance, growing your retirement funds, and a lot more. Understand your financial objectives; and. We provide qualified, independent opinion letters for regulatory and other due diligence or compliance related concerns. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. It is also for beginners and anyone who wants to have a successful financial journey through expert guidance. Global Financial Consultants, with over 20 years of experience, offers expats, PRs, and Singaporeans a unique mix of foreign wealth management and MAS-approved advisory products and services. Investments Offered Investment Platforms Wide range of funds from iFast, Aviva Navigator, POEMS, and Havenport Access to exclusive funds Customise your portfolio based on your risk tolerance All content belongs to Singapore Finest. In addition to helping put together your insurance and investment portfolio, an all-rounded financial adviser can help you plan financing for your property purchases, create a will and trusts, and more. INDEPENDENT FINANCIAL ADVISORS. All rights reserved. Meet Financial Alliance: Singapore's Largest IFA Firm With 300 representatives and $500 million in assets under advice, Financial Alliance is Singapore's largest independent financial advisory firm, and it is also independently-owned. #mc_embed_signup{background:#fff; clear:left; font:14px Helvetica,Arial,sans-serif; width:100%;} We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Get unlimited access to all stories at $0.99/month for the first 3 months. As one of the more prominent independent financial advisory firms in Singapore, the mission has been to democratise financial advice for the ordinary Singaporean citizen, and to that end the company has succeeded remarkably well, building its business but also reinforcing its reputation for quality and integrity. In Singapore, the need for individual financial advisers continues to be an uptrend. Independent Resourcing Consultancy Ltd is now hiring a Independent Financial Advisor in Singapore. /* Add your own Mailchimp form style overrides in your site stylesheet or in this style block. until your children are independent, Work out your budget to see if you can afford the premiums throughout the life of the contract, Certain tie-ups where banks partner specific product providers to distribute their products, Instances where the FA representative is a tied agent of an insurer and only offers the products of that insurer, Not receive any commercial benefits from a product provider which may create product bias, Be free from any restriction relating to any investment product which is recommended, Be free from any conflict of interest created by any connection or association with any product provider. Great Eastern Life, as one of the islands oldest companies, has assisted countless clients in achieving stable and safe wealth and well-being. What this generally means is the firm has no financial or commercial links with product providers. FA Playbook. of the investments. administrators. Our team members are in constant pursuit of professional and personal improvement. As an industry, it is important we stayresilient and future-ready to add value to our clients. Our wide range of wealth management and financial planning solutions is second to none. At Financial Alliance, we are dedicated to offering our clients independent financial advice. Phone Number 62221889. With roots in Singapore, we are focused on Asia, and we have serviced over 100 companies based in Singapore, ASEAN and Greater China, across diverse industries such as engineering and manufacturing, education, healthcare, chemicals, oil & gas, energy, water, mining, property, FMCG, F&B, media and technology. Independent Resourcing Consultancy 1.0 Independent Financial Advisor. Discover Companies. The Finest Chinese Fertility Treatments in Singapore, The Finest Tonsil Removal Clinics in Singapore, The Finest Vascular Surgeons in Singapore, Wealth management, specialising in retirement planning, Investment management, Risk-mitigation planning, Estate planning. Working with an adviser may come with potential downsides such as payment of fees (which will Who needs to apply? You have the choice of purchasing insurance for yourself or any members of your family. Expat Advisory Group offers various services, including retirement preparation, tax performance, and life and health insurance. We provide advice on protecting, enhancing and realising value to . Post a Job. If you do not have permission, continuing to attempt to access this site and its resources Please feel free to contact us at feedback@fa.com.sg to find out how our independent financial advice would benefit you. Our Company. Government agencies communicate via .gov.sg websites Clients praised the firm for ensuring the financial stability of their families and businesses, naming it one of Singapores best financial advisors. Understanding these differences will help you make an informed decision about which type of financial adviser is best suited for your needs. By operating solely on a fee basis, we are paid only by our clients and all product commissions are rebated back to them, allowing our advice to be free from conflict of interest and our clients interest to stay at the heart of our service. Pros and Cons of Independent Financial Advisors. Provides everything from wealth protection to retirement planning and will writing. They also have a cashback program where you can get 5% cashback in P$ credits when you buy Travel, Car, or Pet Insurance. To represent the interest of licensed financial adviser in Singapore, To communicate the distinctiveness and advantages of FA channel, To facilitate the professionalism of the financial advisory firms and representatives. Established since 2001, Providend is a fee-only wealth advisory firm and a registered fund management company, serving the highly affluent and expatriates in Singapore. They will assist you in achieving your financial goals, whether they be for future schooling, retirement, or a new home. As our clients' business evolves, we help update their strategies and evaluate their options. To understand more about why we insist on offering INDEPENDENT FINANCIAL ADVICE, please click here. SmartAsset does not Becoming an independent Registered Investment Advisor. They care for the people who care for you. More importantly, with this additional peace of mind, you can focus on your top priority the road to recovery. In 2002, following the enacted Financial Advisers Act in Singapore, iFast launched its business-to-business (B2B) division catering to emerging independent financial advisory firms. Financial Advisory for Equity and Debt Fund Raising, Mezzanine Financing / Alternate Financing. Check out our top selected companies. Make sure to verify the firm is registered under MAS and likewise their representatives under Financial Industry Disputes Resolution Center (FIDRec). Manulife Financial Advisers places our clients' needs at the heart of all we do. BlackRock, Vanguard, Fidelity, State Street Global Advisors, and J.P. Morgan Asset Management are the five largest financial advisory firms in the United States, ranked by assets under. Robo-advisor platforms may charge 0.25% to 0.89% of a clients AUM. Guided by our philosophy the 5 Pillars of Wealth which are in sync with MAS's Fair Dealing Guidelines and backed by our in-house experts, our financial adviser representatives help you effectively analyze and identify the gap between your current financial position and your financial objectives. Follow this guide on how to become an independent financial advisor: 1. . China Life Insurance (Singapore) Pte. On the other hand, tied financial ied advisers are associated with particular financial institutions and can only promote goods and services from those institutions. Ltd. - Best for One-Stop Financial Needs Established in 2002, Financial Alliance Pte. platform based on information gathered from users through our online questionnaire. The Licensed Financial Adviser https://www.vi.app +65 68014500 1557 KEPPEL ROAD #01-01 089066 AAM ADVISORY PTE. Check out our list of the finest financial advisors in Singapore to see which one best fits your needs. Financial Advisor & Wealth Management Consultant in Singapore | AAM Advisory On 18 October 2022, Utmost Group announced plans to close AAM Advisory business operations on 31 March 2023. Yet, financial advisors are not just for the wealthy. Our client is one of the UK's leading independent financial advisory firms. Independent financial advisers are best sought for their expert guidance in the financial services industry. Singapore offers an expansive list of independent financial firms. As Financial Advisers, negligence with sensitive client information places oneself at risk of a data. We are internationally recognised and licensed by the Monetary Authority of Singapore to provide quality corporate finance advisory and fund raising services to companies listed on the Main Board of the Singapore Exchange Securities Limited (the "SGX-ST") or companies and entrepreneurs with aspirations to do so. Their systematic approach and frequent feedback aid in the development of long-term partnerships as we work together to achieve their objectives. Stay safe, stay healthy! Our team has prepared a list of 5 best financial advisors in Singapore [updated 2023] to make it easy for you. Were here to help if you have specific and personalised requirements - from insurance to investment planning, and from retirement planning to designing a needs-based strategy for your family. If there is a material change to their life circumstances, we will adjust their wealth and investment plan. Discussion TopicPersonal Financial AdvisoryPrivate Wealth AdvisoryIslamic Wealth AdvisoryFee-Based AdvisoryCorporate Financial AdvisoryCareerBecome Our PartnerGeneral Feedback, 150 Beach Road #12-01/08, Gateway West Singapore 189720. Charges an investment fee of about 1% to 1.5% of your investment or assets under management (AUM), All types of financial advisory services and products, Investments such as mutual funds, stocks, ETFs, and more. Instead of telling you who to trust and which products are the best, they write guides and product reviews of the various financial products in Singapore so that you can make an informed decision. No, the mere fact that a FA Firm can sell the products from more than one insurer or business partner does not mean that the FA Firm is independent. Their Fintech infrastructure will then narrow down the thousands of products provided by various financial intitutions in Singapore before providing you with well-rounded solutions. First off, independent advisory firms are typically owned by their on-staff . Options empower you to choose the right plan to secure the right outcome. They offer a wide range of products and solutions for financial and investment planning, asset allocation and portfolio management, as well as wealth management solutions such as succession and inheritance planning. The firm also diligently invests in the teams training and competency development to provide the best solution to every unique need. Comprehensive health insurance cover for yourself and your family can provide added protection to overcome the devastating impact of the unexpected. We identify the best financial advisors in Singapore through our strict selection process and connect you to them. You may want to seek financial advice when you have a financial need or goal but do not know how to address it. principal. We help clients analyse their financial positions and structure customised solutions whether by equity or debt, based on their strategy and growth plans, identifying and maximising their investment potential. Choosing a financial advisor that will fit your unique needs is essential for a successful financial journey. Finexis is one of Singapore's largest and most established independent financial advisor groups. It is a multi-awarded financial advisory firm offering individual and corporate financial advisory. They provide comprehensive insurance policies for the whole family as part of their personal solutions. Established in 2001 and licensed by the Monetary Authority of Singapore, PIAS is a multi-award winning financial advisory firm in Singapore. Singapore . Even so, they are committed to 100% client loyalty and providing the best solution to every wealth situation. Financial Advisory Services. For example, before you buy, you would have to: Only authorised firms and individuals are allowed to give you financial advice. . By being INDEPENDENT, we offer impartial financial advice that is in the clients interest instead of providing biased advice that is unduly influenced by our business partners sales quotas or higher commissions. They could be licensed financial advisory firms, banks, insurance companies, insurance brokers, or brokerages. We believe that clients should focus on their business, and let the professionals handle the rest. Their wide range of wealth management . Professional Investment Advisory Services Pte Ltd ("PIAS") has one of the largest, most respected and fastest growing network of financial advisers in Singapore. Today, Ray Alliance is a 30-man team helmed by four senior management professionals - all in pursuit of the same vision. AFA (S) organised a webinar with Income to share on how to build knowledge and sharpen our digital customer engagement and skill sets. After which, we will help to manage clients core investment. Wherein, a significant 56% of Singaporeans rank financial advisers as a top source of financial advice, according to SJP Asias survey. Hiring a financial planner is the same as hiring a CFO for yourself or your family. The innovative efforts to evolve and upgrade our financial tools and strategies is a big part of what drives us every day to ensure the success of the plans we craft for our clients. All rights reserved. Insurance One-On-One With John Dasson, An Advisor With Financial Alliance, Singapore's Largest Independent Financial Advisory Firm. Phone: +65 6309 2488E-mail: communications@providend.com. Supported by robust and thorough wealth management research & support, they empower their clients to gain access to best-of-breed financial products and services, be it life insurance, general insurance, investment, estate planning, etc. Our business focus can also help organisations customise and manage corporate risk and employee benefits planning. Today, Ray Alliance is an independent financial advisory firm licensed by the Monetary Authority of Singapore. Companies. Look for a lock () services are limited to referring users to third party advisers registered or chartered as fiduciaries Some have commercial arrangements or ownership links with product providers, some do not. 10 Anson Road,#33-03 International Plaza, Singapore 079903, Personal, Corporate, High Net Worth, General Insurance, 229 Mountbatten Road #03-30 Mountbatten Square Singapore 398007, Personal financial advisory, Private wealth advisory, Islamic wealth advisory, Fee-based advisory, Corporate Financial Advisory, 150 Beach Road #12-01/08, Gateway West Singapore 189720, 103 Penang Road #02-01 Vision Crest Commercial Singapore 238467, Multi Currency Wealth Management, Retirement Planning and Pension Transfers, University Fee Planning, International and Multi-Currency Mortgages, Legacy Planning, Trusts and Wills, Tax Efficiency, Business Owners Solutions, Life and Health Insurance, Life Insurance, Health Insurance, Personal Accident Insurance, Wealth Accumulation, Travel Insurance, Car Insurance, Home Insurance, Maid Insurance, Retirement Plan, Prestige Series, Term Life Insurance, Endowment Plans, Whole Life Insurance, Integrated Shield Plans, Retirement Plans, Critical Illness Insurance, Pet Insurance, Travel Insurance, Easy Save V. Talk to Sales. Financial advice is given when someone looks into your needs and financial situation and recommends you to purchase an investment or life insurance product. */, The Finest Financial Advisors in Singapore. In general, these professionals help you make decisions about what you should do with your money, which may include investments or other courses of action. No. 2022 Top 100 Independent Advisors Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation's best wealth managers and raise standards in the industry. Fortune Credit Pte Ltd is a licensed moneylender (License No. At Ray Alliance, we strongly believe in pushing new boundaries so that we can provide better financial advice for our client. Our strengths come from being dedicated to advocating for our members and representing their interests to the media, regulators and consumer bodies. Trusted websites. Providend is an independent wealth adviser and fund management firm licensed by MAS. They offer a full suite of wealth solutions and have built a solid reputation as a retirement specialist over the years. Only then can we be sure that the customised financial plan we formulate is meaningful to your needs. Ensure that you are dealing with a licensed financial advisory firm or advisor before giving out sensitive information about your finances. I suspect Ive been scammed! Regular Savings/Investment, Portfolio Management, Income protection, Critical Illness Insurance, Education Planning, Retirement Planning,, CPF Investment, U.K SIPP & Pension Transfers, Legacy & Succession Planning, Tax Effective strategies, 14 Robinson Road, #10-01 Far East Finance Building, 048545, Financial planning/ Wealth planning, Investments and insurance, Retirement planning, Legacy planning, Business continuation planning, Employee benefit planning, Global funds, Global property funds, Comprehensive financial planning, Financial advising, Financial planning, Retirement planning, Investment planning, Insurance planning, Financial Advisor Intermediary Connect you to FAs in Singapore. Ifimpartial financial adviceis what you seek, then you should only engage an IFA Firm. Being an independent financial advisory firm, they guarantee unbiased and non-sales-influenced advice to cater to the clients best interests. Our work involves a one-time planning fee of $5,000. Looking for the best financial advisors in Singapore? our partnership with regional and global insurers. As there is no such thing as an Independent Financial Adviser license in Singapore, IFA Firms are, in essence, Financial Adviser license holders who offer financial advice while being free from undue influence. Independent Financial Advisor up to 100k + Bonus + Equity Share Home Based We are currently on the hunt for a qualified Financial Advisor to join an established company with over 30 years of experience and more than 200 accredited advisers nationwide. At RAY ALLIANCE, were in the business of big-picture financial planning for both individuals and organisations. There are different types of financial institutions that can offer financial advice on investments and life insurance products. Schwab helps independent Registered Investment Advisor (RIA) firms of all sizes follow their own blueprints to create a brighter, more . There are fees that relates to on-going advisory services, which typically range from about 0.5% to 1% p.a. Compare Companies . Their pursuit of technological updates, training roadmaps, support platforms and initiatives are thoughtfully designed to develop their peoples competency. They also have unique offerings like university fee planning and international multi-currency mortgages. go.gov.sg/open). But selecting one is more than just looking at experience and qualifications. Thus, carefully considers your goals, limitations, spending habits, and investment options. Financial advisors in Singapore can with be independent or tied advisers. Licensed Financial Adviser Exempt Insurance Broker http://www.aam-advisory.com +65 66536600 138 MARKET STREET #06-01 048946 We are constantly looking for better ways to do the things we already do well. It may take a little longer to find the right person or firm, but the time investment will be well worth it in terms of your peace of mind. They provide guidance to financial advisers on when they may use the term "independent" in the name, description or title under which they carry on business in Singapore, promote or advertise their services, or in relation to their provision of any financial advisory service. Copyright 2021 by Singapore Finest. LTD. 51. IPPFA specializes in financial planning / wealth planning, investments and insurance, which inexhaustibly includes retirement planning, legacy planning, business continuation planning, employee benefit planning, global funds, global property funds, alternative investments, life and health insurance, key owner/executive insurance, long-term care and comprehensive financial planning. Copyright 2023 FORTUNE CREDIT PTE. In this table, we compare IFAs to other financial advisers at a glance, highlighting the key differences between them. magazine, the resource for investment advisory firms that brings together top thought leaders in wealth management and technology. 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Places our clients fee planning and will writing overcome the devastating impact of the finest financial advisors Singapore... Is more than just looking at experience and qualifications easy for you only then can we be that... Independent or tied advisers develop their peoples competency advisers as a top source of financial advice is given when looks. All sizes follow their own blueprints to create a brighter, more to create a,.