What is the best way to get contacts of IFAs to kick-start my finance management journey? - Seedly
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Asked by Anonymous

Asked on 13 Dec 2018

What is the best way to get contacts of IFAs to kick-start my finance management journey?

Parents and friends have contacts to tied agents but I'm looking for someone who can recommend me products across companies so as to not limit myself. Is there a website/list of contacts with reviews (if possible) anywhere?

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There are plenty on Seedly's FB group. I am one of them. Check out my replies to other insurance posts to have a sense of my planning for clients.

I like to work with rules of thumbs to begin with so that we both do some preliminary financial health checks and understand the need for the different insurance products.

I'm in a true Independent FA, and one of the only ones in Singapore that can call themselves so as well if that helps.

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