Singapore is a bustling hub of commerce and finance, making it an ideal place to find top-tier financial consultants who can help you navigate the complexities of wealth management, investments, and financial planning. Whether you’re looking to secure your future, grow your portfolio, or manage your corporate finances, the 7 best financial consultants in Singapore are equipped to provide expert guidance tailored to your unique needs. Choosing the right consultant can make all the difference in achieving your financial goals, and this guide will help you identify the key factors to consider before making your decision.
7
Number of companies
1252
Verified reviews
4,11
Average rating
1. Unicorn Financial Solutions
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5,0/5
538 Geylang Rd, #02-11 The Arizon, 389493, Singapore
- Financial planner
Why we chose them
Unicorn Financial Solutions is a premier financial advisory firm in Singapore, renowned for its dedication to authenticity, trustworthiness, and integrity. Established in 2011, the company serves over 12,000 satisfied clients, offering personalized financial planning, investment strategies, and insurance services. As an independently owned firm, it is not tied to any investment or insurance company, ensuring that its recommendations are tailored exclusively to its clients’ needs. With a licensed team of professional consultants, Unicorn Financial Solutions provides clear and steady guidance to help clients achieve their goals, maintain comfortable control of their wealth, and protect their loved ones through sound financial planning and well-balanced portfolios.
Known for its client-centric approach, the firm takes pride in building lifelong relationships based on trust and care. Unicorn Financial Solutions combines multi-dimensional financial expertise with a commitment to empowering clients through education, helping them gain confidence in managing their finances. Offering services as a Licensed Financial Adviser, Licensed Fund Management Company, and Exempt Insurance Broker, the company ensures comprehensive support in all aspects of financial planning. By prioritizing the welfare of its clients, Unicorn Financial Solutions has solidified its reputation as a trusted guide and protector of wealth, making it a valuable addition to our directory.
2. Professional Investment Advisory Services
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3,8/5
6 Shenton Wy, #09-08 OUE Downtown 2, 68809, Singapore
- Financial consultant
Why we chose them
Professional Investment Advisory Services Pte Ltd, established in 2001 and licensed by the Monetary Authority of Singapore, is recognized as one of the leading financial advisory firms in the country. Known for its personalized approach and comprehensive suite of financial services, the company has built a trusted reputation through its extensive network of advisers and partnerships with key financial providers. With a focus on long-term financial planning, the firm organizes over 400 seminars annually, reaching more than 20,000 clients to instill financial literacy and provide expert guidance tailored to individual and business objectives.
As a multi-award-winning firm wholly owned by Singapore Life Ltd., this company stands out for its commitment to securing a stable financial future for its clients. Offering services such as personal financial advisory and holistic solutions, the firm leverages its large network to craft strategies that align with clients’ goals. Its dedication to excellence is evident through its accolades, robust management team, and innovative approach to financial planning. By fostering trust and professionalism, the company has become a cornerstone in Singapore’s financial advisory landscape.
3. Collectius CMS (S) Pte. Ltd
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1,4/5
1 Changi Business Park Cres, #02-16 Plaza 8@ CBP, 486025, Singapore
- Financial consultant
Why we chose them
Collectius CMS (S) Pte. Ltd. stands out as a leading credit services management company, dedicated to empowering individuals and businesses through technology and personalized solutions. With a mission to simplify the journey toward financial freedom, the company combines innovative digital platforms with expert financial consulting services. Collectius offers a uniquely customized approach to debt collection, focusing on open dialogue and tailored payment plans that align with each customer’s personal situation. Operating across seven markets in Southeast Asia, including Singapore, Malaysia, Thailand, and the Philippines, the company manages over $7 billion USD in debt and serves more than seven million satisfied customers worldwide.
Driven by the belief that “doing good is good for business,” the company continuously invests in technology and people to deliver exceptional results. Their platform allows customers to manage accounts conveniently through various channels, such as web portals, social media, and web chat. With over 850 employees and 100+ portfolios purchased, Collectius provides flexible payment options, personalized support, and professional mediation services to build lasting financial solutions. By prioritizing fairness and understanding, the company helps individuals regain control of their finances while fostering growth within the economy.
4. Pang Zhe Liang
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5,0/5
38 Duxton Hill, 89616, Singapore
- Financial consultant
Why we chose them
Pang Zhe Liang stands out as a trusted financial consultant committed to providing responsible, conflict-free financial advice. By collaborating with Singapore’s largest Independent Financial Advisory (IFA) firm, the company ensures compliance with the rigorous standards set by the Monetary Authority of Singapore (MAS). This guarantees that clients receive unbiased guidance designed solely with their best interests in mind, free from external pressures such as higher remuneration or sales quotas.
With a client-centric approach, the company prioritizes transparency and integrity in all aspects of financial consulting. By adhering to stringent ethical practices, it has built a reputation for delivering tailored solutions that align with individual financial goals. Clients can rely on the company’s dedication to fostering long-term trust and confidence through personalized and professional advice.
5. St. James's Place
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4,8/5
Raffles Pl, #15-61 One Raffles Place Tower 2, 48616, Singapore
- Financial planner
Why we chose them
St. James’s Place stands out as a trusted provider of tailored financial planning and wealth management services, serving nearly one million clients worldwide. With over 30 years of expertise, the company is dedicated to helping individuals and families plan, grow, and protect their financial futures. Offering one-to-one, face-to-face advice, their qualified advisers focus on understanding each client’s unique circumstances and goals before creating personalised solutions. Their comprehensive services include investment planning, retirement strategies, estate planning, tax management, and protection solutions, all designed to deliver long-term financial security and peace of mind. The company’s commitment to responsible investing and client satisfaction is reflected in their impressive 95.3% retention rate of funds under management as of December 2023.
Known for their distinctive investment management approach, the company provides expert guidance on navigating complex financial landscapes, whether clients are managing intergenerational wealth, planning for retirement, or addressing expatriate financial needs. Their advisers build lasting relationships with clients, offering continuity and trusted advice over time. With a global footprint and $227 billion in funds under management, the company combines robust financial expertise with a mission to create a positive impact. Their dedication to high-quality, personalised advice ensures that clients are well-prepared to make informed decisions and embrace the future with confidence.
6. Finexis Advisory
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3,8/5
20 Collyer Quay, #01-02, 49319, Singapore
- Financial consultant
Why we chose them
finexis advisory Pte Ltd stands out as a client-focused and people-centric financial advisory firm dedicated to helping individuals achieve their life aspirations. Recognizing that a “better life” extends beyond financial metrics, the firm listens to clients’ unique goals, customizes solutions tailored to their needs, and partners with them throughout their journey. With a commitment to transparency and honest conversations, finexis ensures that every client receives personalized guidance free from industry jargon, empowering them to make well-informed decisions about their financial future.
As Singapore’s leading homegrown financial advisory firm, finexis prides itself on its independence, unbound by obligations to insurance providers or shareholders. This allows the firm to act solely in the best interests of its clients, offering unbiased advice and a comprehensive suite of products and services through strategic partnerships. With a focus on delivering best-in-class solutions and cultivating long-term relationships, finexis aims to impact lives beyond finances, providing clients with the confidence and clarity to navigate their wealth and life goals effectively.
7. Australian Financial Advice Singapore
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5,0/5
78 Shenton Wy, 79120, Singapore
- Financial consultant
Why we chose them
Australian Financial Advice Singapore stands out as a leading financial consultancy service tailored specifically for Australian expatriates residing in Singapore. With over 15 years of expertise in financial planning and wealth management, the company, led by Senior Expatriate Specialist Sean Abreu, offers personalized guidance on a wide range of services, including lifestyle financial planning, savings and investments, retirement planning, tax optimization, and estate planning. Known for its client-focused approach, the company ensures complete transparency, helping clients understand their financial plans without complicated jargon while providing access to products from top-tier financial institutions.
Dedicated to empowering Australian expats, the consultancy specializes in addressing their unique financial challenges, such as property investments, UK pension reviews, and planning for children’s education expenses. With over $2 billion in assets under advisory and a proven track record with more than 50,000 clients, the firm prioritizes financial security and wealth growth. Sean Abreu’s commitment to excellence and his deep knowledge of both Australian and Singaporean markets have earned him high praise from clients for his professionalism, patience, and ability to craft tailored financial solutions. This focus on delivering impactful advice makes the company a trusted resource for expatriates seeking financial clarity and security abroad.
Frequently asked questions
What services do financial consultants in Singapore typically offer?
Financial consultants in Singapore typically offer services such as wealth management, investment advice, retirement planning, tax optimization, corporate finance consulting, estate planning, and risk assessment. They tailor their services to meet the specific financial goals of individuals and businesses.
How much do financial consultants charge in Singapore?
Consultation fees for financial consultants in Singapore generally range from €90 to €450 per hour. Comprehensive financial plans may cost between €900 and €8,500, depending on the complexity and scope of the services required.
How do I choose the best financial consultant in Singapore?
To choose the best financial consultant, consider their credentials and certifications, years of experience, client testimonials, industry specialization, transparency in fees, and their ability to provide a personalized approach that aligns with your financial goals.
How long does it take to create a financial plan with a consultant?
The timeline for creating a financial plan depends on its complexity. A basic plan may take 1-2 weeks, while more comprehensive plans that involve multiple services like estate planning and investment strategies could take 4-6 weeks or longer.
What qualifications should I look for in a financial consultant?
Look for financial consultants with relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or other recognized credentials. These qualifications indicate their expertise and adherence to industry standards.
Are financial consultants in Singapore transparent about their fees?
Reputable financial consultants in Singapore are generally transparent about their fees. It's important to discuss pricing upfront, including consultation fees, ongoing management fees, or commissions, to avoid any misunderstandings.
Can financial consultants help with tax planning in Singapore?
Yes, financial consultants in Singapore often include tax optimization as part of their services. They can help you structure your investments and finances to minimize tax liabilities while staying compliant with local regulations.
Is it worth hiring a financial consultant for small investment portfolios?
Yes, hiring a financial consultant can be beneficial even for small investment portfolios. They can help you create a solid financial foundation, optimize your investment strategy, and ensure you're on track to achieve your long-term financial goals.
