Financial Planning Singapore

Empowering Individuals To Be Their Own Financial Planner

What Is Financial Planning?

Financial planning is an organized process of achieving your personal and financial goals through proper management of your finances.

So, what are these financial goals that I am talking about?

May I ask you:

Are you hoping to own a desired property or a dream car at a certain age?

Are you concerned with building enough retirement funds during your golden years?


You want to leave a legacy for your next generation?

With these short, medium and long term goals in mind, we assist in guiding and examining your current financial status and develop a strategy to meet these goals.

At the same time:

Is there a possibility for an unforeseen event (e.g. critical illness) that might possibly happen that may interrupt your personal or financial goal?

Have you ever heard of situations where after saving up for a desired goal, a critical illness happen and the person has to give up his savings to handle the emergency, e.g. to pay for his parent’s hefty medical bills?

Could this be prevented?

Will proper financial planning help?

The answer is a resounding, YES!

There are a wide range of insurance products available in the market, that through proper financial planning, you can protect yourself against certain unforeseen circumstance and yet, continue to meet your personal and financial goals.

Why Is Financial Planning Important?

Financial planning is critical in protecting your assets, finances and savings.

As we have previously mentioned, while you are working hard and making plans to achieve your goals, the worst that can happen is that you have to utilize all the hard earned money to pay for unforeseen and unwanted circumstances. These are undesirable events beyond your control that occur when you least expect it.

With proper financial planning, you can better control the outcome of finances when these events take place.

Most importantly, your hard earned savings can be protected and your financial goals can still be achieved.

Products & Services

Life Insurance

We have various type of life insurance policies to cover for your life  so that your loved ones are protected.

Whole Life Insurance

Whole life insurance policies protects your family against financial burden for whole life.

Term Insurance

Term insurance policies protects your life for a term period of time at affordable rates.

Keyman Insurance

Key man insurance policies covers unexpected death of the key person in the company.

Mortgage Insurance

Mortgage insurance policies protect you against financial burden of your mortgage loan upon unexpected death of the owner.

Health Insurance

Health insurance policies protect against medical bills incurred so that you can have a peace of mind during treatment.

Critical Illness Insurance

Critical illness insurance pays a lump sum when diagnosed with any of the 36 major illnesses in Singapore.

Early Critical Illness Insurance

When detected with early stage illnesses, you are protected against the early stage critical illnesses with this policy.

Hospitalisation Insurance

Hospitalisation insurance policies covers for medical bills incurred in private and government hospital in Singapore.

Endowment Insurance

Endowment insurance is a kind of savings plan that allow you to save for your future with potentially higher returns.

Useful Information

Retirement Planning

We help you to develop a financial strategy to meet all your retirement planning concerns.

Legacy Planning

Legacy planning is essential so that your assets and properties are distributed according to your will.

Succession Planning

We help companies and business owners to strategise their business succession planning in Singapore

Buy Sell Agreement

You can purchase a life insurance for your Buy-Sell Agreement during succession planning.

Want To Know More About Financial Planning in Singapore?

If you would like to know more about financial planning, you may click the button below to enquire and we will connect with your shortly to assist you in your financial planning.

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About Us

We are a licensed and certified Financialogist in Singapore that provides a comprehensive financial planning solutions to meet all your financial and insurance protection needs.

Contact Information

Address: 47 Scotts Road, Goldbell Towers, Singapore 228233

Contact Number: +65 9380 2839 

Blog Updates

Find A Prudential Insurance Agent Singapore

Searching for a direct contact of a Prudential's insurance agent? You can contact this number: +65 9380 2839 and look for Gavriel. He will be able to assist you in all your queries.  If you are searching for life insurance, hospitalisation insurance,...

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