Top 5 Financial Planners in Singapore (2025)
The past few years have underscored the importance of robust financial planning. Navigating economic uncertainties and planning for the future requires expert guidance. Choosing the right financial planner is a crucial step towards achieving your financial aspirations. Here is a list of 5 top financial planners in Singapore who stand out for their expertise, client focus, and comprehensive services:The past few years have underscored the importance of robust financial planning. Navigating economic uncertainties and planning for the future requires expert guidance. Choosing the right financial planner is a crucial step towards achieving your financial aspirations. Here is a list of 5 top financial planners in Singapore who stand out for their expertise, client focus, and comprehensive services:
What Does a Financial Planner Do in Singapore?
A financial planner assists you in defining your financial goals, analyzing your current financial situation, and developing strategies to meet those goals. This can include advice on investments, insurance, retirement planning, education funding, and estate planning. They are authorized by the Monetary Authority of Singapore to provide financial advice on regulated products.
Are Financial Planners Really Worth It?
Engaging a financial planner can be invaluable if you seek expert guidance in managing your finances, planning for complex financial goals, or gaining clarity on investment strategies. Before committing, it's wise to assess their experience, reputation, and client testimonials to ensure they are the right fit for your needs.
Financial Planners vs. Financial Advisors
While the terms are often used interchangeably, "financial planner" can sometimes refer to a Certified Financial Planner (CFP), indicating a specific level of professional certification and a holistic approach to financial planning. Both can provide valuable assistance with various financial matters.
5 Top Financial Planners in Singapore
The following list highlights five reputable financial planners in Singapore, known for their expertise and client commitment:
1. TallRock Capital – Your Partner for Holistic Financial Well-being
TallRock Capital distinguishes itself through a profound commitment to understanding the intricate financial landscapes and unique aspirations of each client. More than just offering financial advice, TallRock Capital positions itself as a long-term partner, guiding individuals, families, and expatriates towards their financial objectives. Their strength lies in their ability to forge deep client relationships, built on transparent communication and a genuine dedication to achieving lasting financial success. The firm's team of seasoned advisors brings a wealth of expertise across a comprehensive spectrum of financial services, including sophisticated investment management strategies, robust retirement planning solutions tailored to Singapore's context, comprehensive wealth protection through insurance, and thoughtful estate planning to secure legacies. TallRock Capital's award-winning dedication to diversity further underscores their ability to understand and serve the varied needs of Singapore's multicultural and international community.
Website: https://www.tallrockcapital.com/
Address: 50 Raffles Pl, #19th Fl Singapore Land Tower, Singapore 048623
Operating Hours: Weekdays: 9:00 am to 5:30 pm
Phone: +65 8260 2575
2. Providend – Specialists in Retirement and Independent Advice
Providend has established itself as a leading fee-only wealth advisory firm in Southeast Asia, earning a strong reputation for its unbiased and client-centric approach. Their core expertise lies in the critical area of retirement planning, where they excel at crafting meticulous and sustainable strategies to ensure clients achieve financial independence in their golden years. Beyond retirement, Providend offers a suite of services encompassing thoughtful investment advisory, designed to align with individual risk profiles and long-term goals, and comprehensive estate planning to safeguard clients' assets and legacies. Their unwavering commitment to the fee-only model ensures that their advice remains objective and solely focused on the best interests of their clientele, fostering a high level of trust and confidence.
Website: https://providend.com/
Address: No.38 Duxton Hill, Singapore 089616
Operating Hours: Weekdays: 9:00 am to 6:00 pm
Phone: +65 6309 2488
3. Global Financial Consultants (GFC) – Best for Personalised Financial Plans
Established with a global perspective, Global Financial Consultants (GFC) has a long-standing history of providing highly tailored financial solutions to a diverse range of clients in Singapore. They distinguish themselves by taking a detailed and individualised approach, investing the time to thoroughly understand each client's unique financial circumstances, objectives, and risk appetite. This in-depth understanding forms the foundation for the personalised financial plans they develop, encompassing areas such as strategic education planning to secure future generations, robust retirement planning designed for individual needs, and sophisticated investment management aimed at long-term wealth accumulation. GFC's dedication to crafting bespoke solutions ensures that clients receive advice that directly addresses their specific financial realities.
Website: https://www.gfcadvice.com/
Address: 14 Robinson Road, #10-01 Far East Finance Building, 048545
Operating Hours: Weekdays: 9:00 am to 5:00 pm
Phone: +65 6532 2711
4. Synergy Financial Advisers – Best for Comprehensive Financial Planning Services
Synergy Financial Advisers offers a comprehensive and integrated suite of financial planning services, catering to the diverse needs of individual and corporate clients in Singapore. They are committed to delivering streamlined yet highly effective financial solutions, encompassing strategic investment planning designed to optimize returns, comprehensive insurance management to protect against unforeseen circumstances, and tailored wealth accumulation strategies aimed at achieving long-term financial security. Synergy's approach emphasizes building strong and enduring client relationships, underpinned by clear, actionable advice and a dedication to meeting the evolving financial needs of their clientele with bespoke solutions.
Website: https://synergy.com.sg/
Address: 229 Mountbatten Road, #03-30 Mountbatten Square, Singapore 398007
Operating Hours: Weekdays: 9:00 am to 6:00 pm
Phone: +65 6654 1888
5. Expat Advisory Group – Best for International and Multi-Currency Mortgage Protection
With a significant track record of serving both the local and international community in Singapore, Expat Advisory Group (IPP Financial Advisers Pte Ltd) brings a wealth of experience in providing comprehensive financial management services. They possess particular expertise in navigating the complexities of multi-currency management, a crucial aspect for many residing in Singapore's global hub. Furthermore, they are highly regarded for their specialized advice on international and multi-currency mortgages and the provision of robust mortgage protection solutions, directly addressing the unique financial considerations faced by expatriates in the Singaporean property market. Their long-standing presence and focus on the specific needs of the international community make them a valuable resource.
Website: https://www.eag.ippfa.com/
Address: 78 Shenton Way, Singapore 079120
Operating Hours: Weekdays: 8:30 am to 6:30 pm
Phone: +65 6511 8805
Choosing the right financial planner is a pivotal step towards achieving your financial aspirations in Singapore's dynamic environment. The five firms highlighted here – TallRock Capital, Providend, Global Financial Consultants, Synergy Financial Advisers, and Expat Advisory Group – represent a spectrum of expertise and approaches to wealth management. Whether you prioritize holistic planning tailored to your unique needs, specialized retirement guidance, personalized financial strategies, comprehensive solutions, or expert advice for international financial matters, there is a trusted partner available to guide you. We encourage you to explore these options further, consider your individual circumstances, and take the proactive step towards securing your financial future with professional support.