Useful Information

At Financialogy SG, we believe in providing a holistic, all-inclusive and comprehensive financial planning solutions to all our clients and readers.

There is a growing concern to understand more about legacy planning and estate planning to make sure that the next generations have enough to meet with the rising cost of living in Singapore.

With the increasing affluent society in Singapore, parents are often concerned about the next generations and how they are going to meet with the everyday demands. Loving parents then turned to proper legacy planning so that they could “help” the next generations.

Amidst thinking about the next generations, we will always encourage them to think for themselves first.

Often, we care for the people around us but not ourselves. As we discuss with our clients that their own retirement comes first before anything.

And therefore, retirement planning is even more important than thinking about our loved ones because if you can’t take care of yourselves, how are you going make sure that amount of monies is going to the next generations.

For businesses, some companies or business owners are looking for business succession planning. Our partnered advisors would be able to help in the planning process. If there is a need to draft out a buy-sell agreement, they are equipped with the right professionals to get the agreement up.

Often, they will package with a keyman insurance to cover for the key person so that when the key person departs, the buy-sell agreement will be activated as planned in the succession planning.

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If you would like to know more about us, you may contact us at (+65) 9380 2839 or you can click on the button below to enquire about the different financial services that we provide.

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About Us

We are a licensed and certified financial planner 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 

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