Comprehensive Financial Planning

Whether you are earning a hundred dollars a month, or hundreds of thousands of dollars an hour, financial planning is crucial. And it's not true that only the rich need to plan, or that you'll have to automatically tighten your budget, or that it's a tedious and difficult process. You'll need to learn a few new things, make a few possibly difficult decisions, but nothing is more important than being financially free – you can't be successful and happy when you are struggling with bad financial decisions. Allocating enough for your home, your children's education, your retirement and for your financial independence involve decisions that you need to get right.

When it comes to finances, having a Financial Consultant will help you to clarify if your money is working for you, and whether it's working hard enough. Allow us to bring you through a comprehensive financial health check-up, and to work with you to put things in the right places for your future growth. In other words, financial planning is the solid foundation that needs to be built before moving into investments or insurance planning. We believe in empowerment – help us to empower you.

we offer a comprehensive financial planning service that is designed to help you achieve your financial goals. Our team of experienced financial consultants will work with you to assess your current financial situation and understand your unique needs and aspirations. Based on this information, we will develop a tailored financial plan that takes into account all of your financial goals and concerns, including budgeting, debt management, savings, investments, and insurance. We will then work with you to implement the recommended strategies, regularly reviewing your progress and making adjustments as needed to ensure that you are on track to achieving your goals.

Throughout the process, we will provide you with the knowledge and resources you need to make informed financial decisions. Our team will answer any questions you may have, provide guidance and support, and ensure that you are comfortable with every step of the process. In addition to helping you with your comprehensive financial planning, we also offer a range of other financial services, including investment advice, retirement planning, and tax planning. We believe that a well-rounded financial plan should include a diverse mix of investments and insurance, and we will work with you to ensure that you are making the best choices for your individual needs. So, if you're looking for a financial partner who will help you achieve your goals and empower you to make informed financial decisions, look no further. Contact us today to schedule your FREE consultation.

receive a free Personal Financial Health Check ( Worth $250 )

receive a free
Personal Financial Health Check ( Worth $250 )

At SingCapital, we understand the importance of accurate interpretation of financial ratios in order to make informed business decisions. That's why we're offering a complimentary consultation to help you understand your financials more deeply.
To schedule your consultation, simply complete the form provided below. Prior appointment booking is required for a seamless experience.

Simply complete the interest indication form below and a copy of the ‘Personal Financial Health Check Calculator’ will be sent over to your email.

Note: By clicking Submit, I authorize and consent to SingCapital contacting me regarding my free personal health check consultation and to disclose any relevant information to the relevant parties involved.

Customer ReviewsWhat our customers
are saying

Mr Lim Yong Hock

Key Executive Officer at Propnex Realty

Strong partnership of PropNex and SingCapital. 15 years more to come, we work together to impart financial literacy to consumers from wealth accumulation to wealth preservation. We strongly believe this is something we want to drive together.

Mr and Mrs Jiang

Married Couple

In the past, I kept my money in the bank with low interest rates, and bought into an endowment plan that locked my money up for 10 years. Now, we invest through a regular savings plan, or RSP, managed by Eric. This gives us a lot more flexibility, and peace of mind, knowing that someone I trust is taking care of my investments. So I know that I can just focus on my family, and focus on my work. Eric is like financial mentor and a life mentor to us. He even shares his own marriage and life experiences. Form how he got his first home to renovation tips. He is like a friend to us.

Mr Goh Lih Shiun

IT Professional

The beauty about Wendy is that she doesn’t throw technical terms at me. She is transparent, she uses layman terms to explain how products or plans work, she listens intently, and she asks questions about what I want to achieve. Even when I was not clear on my goals, she understood that it need time to crystalize, and she gave me the impression that she was willing to work with me, through my life cycle. Wendy is very serious about her job, very serious about helping her clients succeed, and she has innate passion about it. As my financial consultant, I’ve seen how she has helped me achieve my retirement goals, financial goals, while remaining very transparent about the products she recommends, the returns and the feed. And I can see it from my account. It is doing very well, with the more than 20% growth over the years.

Ms Ang Shen

Business Owner

My work is all about customer service. I have been doing it for the past 28 years, and my requirements for my service standards are very high. Alex has managed to meet my requirements, which says a lot about him. Over the last 10 years, I have seen how seriously he takes his job, how much faith he puts in insurance, and how he has helped his customers with their claims. That is not strictly the job of a financial consultant but it shows his dedication to his clients. This is why I trust him.

Mr and Mrs Ng

Couple with Children

We came across one of Shawn’s seminars and since then, his planning has been able to help us to go on this life journey – where my wife, Andrea, can stay at home and be with the kids as they grow up. I think the most important advice Shawn gave us is, “insurance is not investment”. He did a very personalised portfolio of investments for us, benefitting our financial wellbeing. In fact, the insurance Shawn recommended us made it so that we never have to pay any hospital bills at all. When our daughter, Amelia, fell sick a couple years ago, she ended up in a very nice hospital – enjoying ice cream, watching TV. Overall, we have been with him for over 30 years. Our relationship has become so close. He’s not just our adviser – he’s our friend.

Justin

Asst Operations MGR

Raphael and Jane were a delight to work with. Both of them bring different things to the table to provide a very comprehensive overview on present situation and considerations driving market sentiment. They were considerate to where I was financially and provided good suggestions on where would be most beneficial for my investment journey. Thank you once again!

Comprehensive Financial Planning

receive a free Personal Financial Health Check ( Worth $250 )

receive a free Personal Financial Health Check ( Worth $250 )