Today, Ray Alliance is a 30-man team helmed by four senior . Were here to help if you have specific and personalised requirements - from insurance to investment planning, and from retirement planning to designing a needs-based strategy for your family. Compliance for a listed company is ever-evolving and we are here to advise on best practices for your business needs. Today, Ray Alliance is an independent financial advisory firm licensed by the Monetary Authority of Singapore. Read this subscriber-only article for free! Suddenly cash-strapped? Life and health insurance, as well as legacy planning, trusts, and wills, are all available to ensure the familys financial security in the future. Advisor Insight. 2. Robo-advisor platforms may charge 0.25% to 0.89% of a clients AUM. Post Jobs. In addition to helping put together your insurance and investment portfolio, an all-rounded financial adviser can help you plan financing for your property purchases, create a will and trusts, and more. The innovative efforts to evolve and upgrade our financial tools and strategies is a big part of what drives us every day to ensure the success of the plans we craft for our clients. (e.g. Whatever stage you may be in your career, it is essential to seek advice from IFAs to help you manage and understand your finances better. A financial advisory (FA) firm wishing to use the word INDEPENDENT as Financial Alliance does must fulfill the conditions laid down by Monetary Authority of Singapore (MAS) at all times. Thats why weve built and established many comprehensive, wide-ranging partnerships with insurers and fund managers globally. Provides Islamic financial products that are in compliant or close to the Syariah law. They offer their individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. To make your financial planning endeavours more effective, our Financial Consultants will: To ensure that youll have a financially stable and an emotionally satisfying life. Their proven methodologies in financial planning have seen many clients enjoy confidence, composure and financial success. Charges an investment fee of about 1% to 1.5% of your investment or assets under management (AUM), All types of financial advisory services and products, Investments such as mutual funds, stocks, ETFs, and more. First off, independent advisory firms are typically owned by their on-staff . until your children are independent, Work out your budget to see if you can afford the premiums throughout the life of the contract, Certain tie-ups where banks partner specific product providers to distribute their products, Instances where the FA representative is a tied agent of an insurer and only offers the products of that insurer, Not receive any commercial benefits from a product provider which may create product bias, Be free from any restriction relating to any investment product which is recommended, Be free from any conflict of interest created by any connection or association with any product provider. Our work involves a one-time planning fee of $5,000. 190 Middle Road#14-08C Fortune CentreSingapore 188979, Copyright 2021 Association of Financial Advisers (Singapore).All Rights Reserved, The leading representative body recognised by the Monetary Authority of Singapore for the financial advisory profession in Singapore. More importantly, with this additional peace of mind, you can focus on your top priority the road to recovery. Independent financial advisor provides expert advice and may offer a larger selection of financial products from many providers. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matchin of the investments. Sector: Financial Advisory Many of their clients have private banking relationships but engage us as their trusted adviser for a valuable second opinion.. Bruce Barron and Ian McMahon founded the company in Australia in 1997, and it moved to Singapores financial district in 2003. Some have commercial arrangements or ownership links with product providers, some do not. No. Your financial goals are as unique as you are. They also have unique offerings like university fee planning and international multi-currency mortgages. No, the mere fact that a FA Firm can sell the products from more than one insurer or business partner does not mean that the FA Firm is independent. Emerge Stronger Together: Empowering the Future of LFAs. Regardless, individuals authorised to provide financial advice will be issued a unique representative number by the Monetary Authority of Singapore. Aside from insurance products, they also offer personalized solutions from an extensive list of wealth investment funds, high-net-worth clients included. An independent financial advisor, however, is someone who works on their own to provide. Their Fintech infrastructure will then narrow down the thousands of products provided by various financial intitutions in Singapore before providing you with well-rounded solutions. Join ST's Telegram channel and get the latest breaking news delivered to you. Check out our list of the finest financial advisors in Singapore to see which one best fits your needs. Financial advice: Who you could be dealing with, What to ask before buying an investment product, What to ask before buying health insurance, What to ask before buying life insurance, High-pressure selling: What you should do. 9. Today, iFast operates a leading fintech wealth management platform in Asia, with assets under administration (AUA) of about S$14.45 billion as at Dec 31, 2020. iFast was predominantly a unit trust investment platform. We continue to build and strengthen our partnership with regional and global insurers, and fund managers, to deliver suitable and cost-effective financial solutions to our clients. Copyright 2023 FORTUNE CREDIT PTE. AFA(S) organised a webinar with Income to share on how to buildknowledge and sharpen our digital customer engagement and skill sets. Professional Investment Advisory Services Pte Ltd ("PIAS") has one of the largest, most respected and fastest growing network of financial advisers in Singapore. They offer a wide range of products and solutions for financial and investment planning, asset allocation and portfolio management, as well as wealth management solutions such as succession and inheritance planning. IPP Financial Advisers, is client focused, providing tailored financial advice to help you achieve your financial goals. You have the choice of purchasing insurance for yourself or any members of your family. Being a part of a reputable firm, they have a strong sense of accountability and are committed to providing excellent client-advisor relationships. Simply fill up our quick form today and get your loan application approved within 30 minutes! iFAST Corp was accorded the Best Investor Relations Bronze Award, at the Singapore Corporate Awards 2019. Licensed Financial Adviser Exempt Insurance Broker http://www.aam-advisory.com +65 66536600 138 MARKET STREET #06-01 048946 Finexis is one of Singapore's largest and most established independent financial advisor groups. The risks you are exposed to when trading in cryptocurrencies and their derivatives, Understanding universal life insurance policies, Gen Z: Things I Wish My Peers Knew About Financial Literacy, Calculate the amount of insurance coverage you need, Decide on the length of coverage needed, e.g. Ask your FA representative whether the financial adviser he or she represents is confined to selling products of a restricted range of product providers. We provide advice on protecting, enhancing and realising value to . Companies. Provides everything needed to maximise the wealth of individuals with high net worth. Whether via the attainment of higher professional qualifications or through the knowledge osmosis that our team culture empowers, we understand the need to be the best at what we do. Our team members are in constant pursuit of professional and personal improvement. or https:// as an added precaution. This enables us to provide our clients with the flexibility to fit financial plans into their lives, the way they want to live it. Provides wealth-enhancing solutions and non-commercial protection for corporations. 10 Anson Road,#33-03 International Plaza, Singapore 079903, Personal, Corporate, High Net Worth, General Insurance, 229 Mountbatten Road #03-30 Mountbatten Square Singapore 398007, Personal financial advisory, Private wealth advisory, Islamic wealth advisory, Fee-based advisory, Corporate Financial Advisory, 150 Beach Road #12-01/08, Gateway West Singapore 189720, 103 Penang Road #02-01 Vision Crest Commercial Singapore 238467, Multi Currency Wealth Management, Retirement Planning and Pension Transfers, University Fee Planning, International and Multi-Currency Mortgages, Legacy Planning, Trusts and Wills, Tax Efficiency, Business Owners Solutions, Life and Health Insurance, Life Insurance, Health Insurance, Personal Accident Insurance, Wealth Accumulation, Travel Insurance, Car Insurance, Home Insurance, Maid Insurance, Retirement Plan, Prestige Series, Term Life Insurance, Endowment Plans, Whole Life Insurance, Integrated Shield Plans, Retirement Plans, Critical Illness Insurance, Pet Insurance, Travel Insurance, Easy Save V. In the course of our work, we . As part of assessing your financial situation and needs, the financial advisory (FA) representative will help you identify specific goals and develop a plan to achieve them over time. Hiring a financial planner is the same as hiring a CFO for yourself or your family. All rights reserved. Phone: +65 6309 2488E-mail: communications@providend.com. Financial Adviser's Licence A company must hold a financial adviser (FA)'s licence to conduct financial advisory services regulated under the Financial Advisers Act, unless otherwise exempted. FINARK is hiring!!! Find the right financial advisor for you with NerdWallet's list of the best advisors. Independent advisors may work for themselves or for independent advisory firms. 1 Maritime Square #11-04Harbourfront CentreSingapore 099253. However, there are too many financial advisors in the market right now claiming that their products are the best in the industry. 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