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Top 5 Financial Planners in Singapore

Top 5 Financial Planners in Singapore

How We Picked the Best Financial Planners in SG

Industry Experience

Financial planners in Singapore are highly trained industry professionals who work with a diverse set of clientele. It’s important that a firm has years of extensive industry experience to understand a client’s needs.

Scope of Services

We prioritised financial planners in Singapore that offer a wide range of services, including portfolio management, insurance protection, and estate planning. We also considered services for corporations in this list. 

Process Efficiency

A quick and simple process is an ideal setup when working with leading financial planners in Singapore. We narrowed down firms focusing on providing transparent and effective strategies to their clients. 

Quality of Financial Advice

Communication is essential to maintaining great client relations. We narrowed down firms that provide trusted and unbiased financial advice to their clients. 

1. Unicorn Financial Solutions

Unicorn Financial Solutions Homepage

Services: Educational finance planning, asset management, insurance policy management, financial coaching, retirement planning, estate planning


Address: 510 Geylang Road, #03-03 The Sunflower, Singapore 389493

Contact Information: +65 6887 3885

Operating Hours: Monday to Thursday, 8:30 am to 6:30 pm; Friday, 8:30 am to 5:30 pm

Google reviews score5/5
Facebook reviews score5/5
Total reviews5/5
Score consistency5/5
Industry experience5/5
Awards and certifications5/5
Years in the industry5/5
Scope of services5/5
Process efficiency4.9/5
Quality of financial advice4.8/5


  • Wide scope of services
  • Comfortable and trendy office spaces


  • Location is outside of Singapore’s central business district
  • Limited number of advanced financial planners

Unicorn Financial Solutions is an established company run by leading financial planners in Singapore. With over 12,000 clients served, the company sits atop many reviews as one of the best wealth management and financial planning options. 

The company’s team is large, with over 80 consultants trained and ready to serve clients seeking various financial services. The company covers financial planning at different life stages. 

Despite the large team, only a select few are certified, advanced financial planners. You may contact the company about your request if you’re looking for a consultant with specific accreditations. 

Rest assured, however, that the consultants are well-trained and highly experienced in the field. If you want to become a financial planner in Singapore, the company provides resources and educational material to supplement your training.

It’s a huge plus for us that the company educates its clients about the many aspects and benefits of financial planning. 

Whether it is for education, insurance, or asset management, financial planners will help you understand the ins and outs of the field. 

This means that not only can you trust that your assets are safe, but you can also pick up important information about managing your wealth, no matter what life stage you are at now. 

It’s also a bonus that the office spaces are cosy and family-friendly, with refreshments and comfortable seating at your disposal. You can choose among the three office spaces if you wish to meet with a consultant. 

While the office spaces are inviting, parking or getting there may be tricky. The company is located on the outskirts of suburban Singapore, on a one-way road. 

Thus, parking or getting around may be difficult during peak hours. We highly suggest getting there or scheduling a meeting ahead of time. 

Despite that, Unicron Financial Solutions is a solid choice for clients seeking trusted and well-rounded financial services helmed by top financial planners in Singapore.

2. Financial Alliance

Financial Alliance Homepage

Services: Private wealth planning, personal financial advisory, Islamic wealth management, retirement planning, estate planning, educational planning


Address: 150 Beach Road, #12-01/08 Gateway West, Singapore 189720

Contact Information: + 65 6222 1889, [email protected] 

Operating Hours: Monday to Friday, 9:00 am to 6:00 pm

Google reviews score4.1/5
Total reviews4.6/5
Score consistency5/5
Industry experience5/5
Awards and certifications5/5
Years in the industry5/5
Scope of services4.8/5
Process efficiency4.9/5
Quality of financial advice4.7/5


  • Offers financial services for corporations
  • Leading independent financial planning company


  • Could improve their communication platforms
  • Frequent target of scammers

If you’re looking for unbiased financial advice from excellent financial planners in Singapore, Financial Alliance may be your best bet. With over $1 billion worth of assets managed, the company is a leading independent financial planning firm in the country. 

Financial Alliance caters to both individuals and corporations seeking better control and management of their assets and finances. The company’s services range from educational to employee benefits. 

Suppose you wish to put up a business in the future. In that case, Financial Alliance can develop a comprehensive protection plan and financial strategy to ensure that your assets are insured and protected. 

If it’s your first time seeking the advice of a financial planner in Singapore, the company’s advisory on education, retirement, disability, and homeownership are some of the most revered. 

We also love that besides general policies and planning, the company offers highly specialised Islamic wealth advisory. The company provides financial advice and products that strictly adhere to the Syariah Law. 

Clients from all backgrounds can benefit from Financial Alliance’s services, and it’s a bonus that even small to medium corporations can get quality advice from top financial planners in Singapore. 

Due to the company’s reputation and status in the country, it’s often a target of scammers. Many parties use the company’s name and logo to trick foreigners. 

Because of that, we highly suggest double-checking the site you’re visiting to ensure that you’re doing business with the official company representatives. It’s always best practice to be vigilant regarding financial matters. 

Another point of improvement we noticed is that the company works face-to-face. This may prove troublesome to a few clients who wish to conduct meetings remotely.

Despite that, we still think that Financial Alliance is an excellent choice for both individuals and corporate clients seeking unbiased financial advice. 

3. Global Financial Consultants

Global Financial Consultants Homepage

Services: Portfolio management, education planning, tax planning, regular savings management, retirement planning, illness planning, life insurance, income protection


Address: 14 Robinson Road, #10-01 Far East Finance Building, Singapore 048545

Contact Information: +65 6532 2711, [email protected] 

Operating Hours: Monday to Friday, 9:00 am to 5:00 pm

Google reviews score4.8/5
Total reviews4.5/5
Score consistency4.5/5
Industry experience5/5
Awards and certifications5/5
Years in the industry5/5
Scope of services4.9/5
Process efficiency4.5/5
Quality of financial advice4.5/5


  • 20 years of industry experience
  • Suitable for foreigners


  • Agent fees are quite pricey
  • Could work on responsiveness

When it comes to finding financial planners in Singapore, it’s important to consider the scope of services they offer based on your current financial situation. 

What we like about Global Financial Consultants is that the company caters to locals, businesses, and foreigners. Over the last 20 years, the company has served many clients with quality financial advice and proactive management. 

If you’re not a local, the company can customise a financial plan that fits your current status in the country. This makes the company a great choice for foreigners. 

Since financial goals may change over time, clients can benefit from the company’s quarterly reviews, where its consultants can arrange your plan according to your current goals. 

Corporations can also benefit from the firm’s personalised financial services like insurance or protection. If you’ve previously worked in the United Kingdom and wish to enjoy your pension, the company may help you make the most out of it from Singapore. 

Another great feature we like about Global Financial Consultants is its tax planning services. Clients can learn about tax-effective strategies to better manage their asses and investments. 

For what they offer, it’s not surprising that fees can be quite pricey. Since the company serves many clients from different backgrounds, we think they can also improve on responsiveness. 

Despite that, we considered the company’s reputation as an established financial planner in Singapore. If you require advice, whether as a local or foreigner, consider giving Global Financial Consultants a call. 

4. Great Eastern Life

Great Eastern Life Homepage

Services: Life insurance, health insurance, retirement planning, wealth accumulation, car insurance, home insurance, portfolio management, legacy planning


Address: 1 Pickering Street, #01-01 Great Eastern Centre, Singapore 048659

Contact Information: +65 6248 2211 or 1800 248 2888

Operating Hours: Monday to Friday, 9:00 am to 5:30 pm

Google reviews score3.9/5
Total reviews5/5
Score consistency4/5
Industry experience4.5/5
Awards and certifications4.5/5
Years in the industry4.5/5
Scope of services4.9/5
Process efficiency4.3/5
Quality of financial advice4.5/5


  • Large team of financial planners
  • Wide scope of services and access to insurance products


  • Access to prime financial services come with a premium
  • Additional coverage may be needed 

Insurance is a necessity that remains to be an important financial tool throughout all stages of life. At Great Eastern Life, clients get access to insurance products and advice from trained financial planners in Singapore. 

The company has a large team of financial planners dedicated to helping clients reach their ultimate financial goals. The consultants can help you make the most out of your premiums, whether it’s for education or health. 

The firm provides clients with access to several insurance products as an insurance company. The consultants can help you understand the terms and narrow down your options depending on the policy type you’re looking to buy. 

The company’s popular products include personal liability coverage, cancer-centric health plans, and wealth accumulation. 

One feature we think is unique about the company is its maid insurance. The plan covers disability and hospitalisation for clients who want to buy policies for their household employees. 

While the products vary, access to some prime services like portfolio management or legacy planning comes with a premium. This package, however, includes several benefits, like monthly payouts. 

To supplement this service, you may need to purchase other policies to cover illness or loss of income. We highly suggest speaking to a consultant about the best possible plan suitable for your financial situation. 

Overall, we highly recommend Great Eastern Life to clients seeking excellent policies on top of great financial advice. 

5. Providend

Providend Homepage

Services: Wealth management, risk mitigation, estate planning, investment management


Address: 38 Duxton Hill, Chinatown Point, Singapore 089616

Contact Information: +65 6309 2488, [email protected] 

Operating Hours: Monday to Friday, 9:00 am to 6:00 pm

Google reviews score4.7/5
Facebook reviews score4.6/5
Total reviews4.5/5
Score consistency4/5
Industry experience4.9/5
Awards and certifications4.9/5
Years in the industry4.9/5
Scope of services4.2/5
Process efficiency4.5/5
Quality of financial advice4.7/5


  • Offers complimentary first meeting
  • High focus on wealth and investment management


  • Limited scope of services
  • Not suitable for corporations

If wealth management is a priority, Providend may have the right financial advice for you. 

As the firm focuses on investment management, estate planning, and risk mitigation, we don’t doubt that its financial planners are well-equipped to help you get started. 

Since there are many factors to consider when it comes to investments, the team at Providend focuses on getting to know your lifestyle and financial situation during your first meeting. 

The initial meetings are free of charge, and the consultants work to understand your goals and find the best possible plan to help you achieve them. 

The consultants can also help consolidate your assets and liabilities to analyze potential estate expenses thoroughly. Your family is also considered when finding the right insurance when the need arises. 

In the case of unfortunate events, the firm can also arrange for insurance protection at the lowest possible premiums. We think that what the firm offers it’s a well-rounded choice for high-net-worth individuals. 

However, the services are quite limited due to the firm’s high focus on wealth and investment management. We also noted that the firm might not be suitable for corporate financial planning. 

Despite that, we think Providend is a solid choice, especially for individuals seeking long-term financial planning and excellent wealth management services. 

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