Independent Financial Advisor

Hi anon,

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There are multiple places where you can look for an independent financial advisor, and I would suggest that you speak with a few first before deciding.

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Most IFAs will be able to provide you with products from multiple insurers and fund houses, and in my case, Phillip Securities also has access to multiple stock markets. So the products don't matter, what matters is the quality of the advice. A lot hinges on the relationship between advisor and client. Ultimately what matters is that you find an advisor that you are comfortable working with and whom you can share details about your finances with. This is very important so that your situation can be taken into consideration and the right advice is given to you.

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Hence, going back to what I mentioned at the start, it is important for you to speak to the advisor to gauge if there will be a fit.

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Hi Anon,

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You may wish to check out MoneyOwl's fee based comprehensive financial planning service, which offers a detailed overview on all aspects of your financial plan from cashflow and net worth to insurance planning, children's education and retirement planning. We integrate your CPF contributions, top ups, and withdrawals, into your plan for a holistic view of your financial resources. https://www.moneyowl.com.sg/comprehensive/

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MoneyOwl is an NTUC social enterprise and a joint venture between NTUC Enterprise Co-operative Limited and Providend Holding Private Limited. Our client advisers are salaried-based and do not take commissions, so you can be assured of conflict free advice in your best interests.

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