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Jiachao

19 Aug 2020

Insurance

Which independent financial advisor/IFA firm would you recommend for a Fresh Grad looking for unbiased financial advice, planning or maybe just a second opinion?

Context: As a fresh grad planning my finances, I find that most FAs are tied, and therefore are unable to provide recommend the most suitable products in the market in an unbiased manner.

There is also little talk or comparison on IFAs/firms here. So I'm trying to crowdsource from the seedly community a list of trusted IFAs/ firms that are accessible to the average fresh graduate (not high net worth individuals with millions to manage).

Discussion (4)

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Hariz Arthur Maloy

19 Aug 2020

Independent Financial Advisor at Promiseland Independent

Hi Jiachao, I'd recommend Elijah Lee from Phillip Securities. Top guy and one of the most competent guys I know in this business. A professional colleague and worthy adversary.

Gideon Ng

19 Aug 2020

Blogger at FI Pharmacist

Hi Jiachao,

I think it would be better if you focus on finding a financial advisor that is suited to your needs. Everyone's financial background is different, and everyone has different needs for their financial plan.

Also, by engaging a financial planner, you are entrusting your finances to them, which is really a significant part of your life. I would suggest finding one that can you can trust, are able to approach at any time, and they have to be flexible and willing to adjust their financial plans based on your preferences and needs.

Alternatively, you can visit my website that aims to make personal finance accessible for everyone. I plan to cover all topics related to personal finance and write articles in a way that anyone who reads it is able to understand the topic.

I hope that you will find the content on my site useful!

Duane Cheng

19 Aug 2020

Financial Consultant at Prudential Assurance Company Singapore

Hi Mr.Lin,

Unbiased is a very subjective term, and even the most independent advisor might not be i...

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