What is an ideal customer profile for a local Robo-Advisor as opposed to a normal Financial Planner or Advisor?

The conventional thinking is that beginner investors tend to appreciate the simple, fuss-free portfolios robo-advisors provide while more experienced (and wealthier) investors tend to benefit from the targeted investment advice and products a financial advisor can offer.

At Syfe, we don't believe in this dichotomy. Instead, we believe that investors of all stripes should have access to affordable and easy-to-understand portfolios that are sophisticated enough to meet diverse investment needs. On top of that, financial advice should be available for all who require them.

As such, our offerings combine the best of both worlds. Our Global ETF portfolios and Singapore REIT portfolio cater to both growth and income investors. Meanwhile, our financial advisory team helps investors better understand their financial situation and how they can reach their goals (you don't even have to be Syfe client to speak with them).

These qualities set us apart from other robo-advisors and help us better support our clients on their journey to financial independence!​​​

A true Boglehead (the founder of Vanguard) that:

1. Belives that paying less is the best way to get more returns

2. Holds us accountable for all-in cost, and help us scale

3. Looks at long term investing, and stay true to the path

4. Keeps things simple