Our Process And Fees

You will be given a detailed breakdown of all fees and charges before you make any financial commitments, all of which you will receive in writing in your Statement of Advice. Fees depend on the type of work (pension, trust planning, mortgage etc) as well as the complexity, the time allocated and type and number of products recommended.

Rest assured that we will inform you of exactly how much you will need to pay before you choose to proceed with our services. We pride ourselves in reliable and transparent practices, as our advisors and we adopt a collaborative approach to fully understand the personal needs and goals of each client before crafting bespoke financial planning advice. Our priority lies not in selling you a product, but in supporting you to achieve your short and long-term objectives. Find out more about how we can help by reaching out to our expat financial advisors in Singapore today.