Dollar Bureau works on a mission to address the growing concerns of people getting scammed or overpaying for financial products. 

They’re passionate about improving financial literacy in Singapore, with a range of services from insurance planning and reviews to financial planning and investing. 

Their team has worked hard to gain expertise through continuous learning and sharing knowledge. They’re MAS-licensed professionals who take the time to understand each person’s needs and goals, ensuring they get the right recommendations. 

I appreciate how their approach is always personal and low-pressure, with advisors patiently explaining options and offering tailored advice. 

Dollar Bureau’s pricing is competitive too, and their services, like the Financial Toolkit, come at a reasonable one-off cost, which is great for people just starting out. 

However, some clients I’ve spoken to mentioned they’d appreciate more transparency on specific product details, such as the exact policies or tools being recommended.

They are very helpful and understanding.

“This company has really helped by planning my finances. They are very helpful and understanding. Using this, helps me to plan my finances around life. I got the financial toolkit, and it has really helped me plan my finances. It is very helpful and easy to understand. I highly recommend it for everyone.”

Kekson Tan, Google Review

Gives his best neutral advice and leaves the final decision to me

“I’ve been connected with Jordan since the end of last year and it has been a very good experience for me. Jordan is very knowledgeable but what makes him standout is that is able to contextualise that with my personal financial needs and goals. He doesn’t hard-sell anything, gives his best neutral advice and leaves the final decision to me. I am happy with how I’ve re-calibrated my financial planning since I’ve met him and have never been more confident about my financial future than ever before. I would encourage anyone to engage with the team.”

Arun Kumar, Google Review

Mostly catering to high-net-worth individuals, ​​IPP Financial Advisors is known for their focus on wealth management and financial planning.

As seasoned professionals, they bring a high level of expertise as seen by their commitment to maintaining professional standards among their financial advisor representatives (FAR).

Despite their emphasis on wealth management, their advisors are also well-versed in various planning including property funds.

I was honestly drawn to their focus on building long-term, multi-generational relationships with clients. Meaning, IPP has tailored solutions based on each individual’s needs and long-term goals. 

Many clients I’ve chatted with appreciate how they really center on their customers. This is shown by developing personalized strategies instead of just pushing services. 

While their pricing can get expensive, patrons often note that the services are worth the cost due to the level of expertise and customized advice. Others also have mentioned occasional issues with follow-up communication.

Builds remarkable connections with their clients

“I had an outstanding experience interning at IPP Financial Advisors. The level of professionalism and expertise displayed by the team was truly impressive. They not only excel in their financial advice but also build remarkable connections with their clients, making every interaction feel personal and valued. The work environment is incredibly supportive, and the team’s dedication to excellence is evident in every aspect of their service. I highly recommend IPP Financial Advisors for anyone seeking top-notch financial guidance and a fantastic professional experience or even becoming an advisor.”

Kailynn Grieve, Google Review

Insightful discussions on financial strategies were both enlightening and reassuring

“I recently had the pleasure of dining with the financial advisor team, and it was a truly exceptional experience. From start to finish, the meal was a perfect blend of professionalism and warmth. The team’s extensive knowledge and insightful discussion on financial strategies were both enlightening and reassuring.

The setting was ideal for a productive yet relaxed conversation, and the meal itself was delightful. The service was attentive without being intrusive, and the menu offered a variety of delicious options that catered to diverse tastes.

Overall, it was a fantastic way to discuss important financial matters in a comfortable environment. I left feeling more confident and informed about my financial future, thanks to the team’s expertise and the enjoyable atmosphere they created. Thank you for a memorable and valuable experience.”

JH Chan, Google Review

Infinity Financial Advisory is a financial advisory firm that provides personalized solutions for a variety of clients, including Gen-Z, young parents, and retirees. They’re dedicated to services such as wealth and insurance solutions and retirement planning. 

The one who ties this all together is their team of experienced advisors. With extensive expertise in the fund management industry, they bring a wealth of knowledge to help clients navigate complex financial landscapes with confidence.

Their deep understanding of investment strategies and portfolio management allows them to offer tailored advice that aligns with their clients’ financial goals and aspirations. 

As their focus is on creating long-term, well-rounded financial plans, this is something the customers I’ve interviewed have come to appreciate.

While their services are comprehensive and valuable, I realized that their offerings are quite steep. Even so, many patrons feel the cost is justified, considering the expertise and personalized approach they receive.

Offer tailored solutions that truly reflect our goals

“Kaiyun has been instrumental in managing my family’s protection and financial plans. Her expertise and attention to detail has provided us with peace of mind and confidence in our financial future. She takes the time to understand our unique needs and offer tailored solutions that truly reflect our goals. I’m grateful for her support and guidance, and I wholeheartedly endorse her services to anyone seeking reliable financial advice.”

Shobanu Scarlott, Google Review

He also ensures that you are comfortable with your decisions 

“Jun Jie has been extremely helpful with my financial planning, looking at long term goals and giving overviews of financial status to see where might be lacking. He has recommended/advised products or changes that are beneficial and suitable for my current status. He also ensures that you are comfortable with your decisions and will not force his opinions. In short, great advisor!”

Crys T., Google Review

After working with a global bank across Europe and Asia, Karen Tang switched to wealth management in Singapore. Since then, she has helped professionals and executives protect and grow their wealth. 

Her qualifications are impressive, including certifications as a Certified Financial Planner and an Associate Estate Planning Practitioner. 

These credentials enable Karen to provide a high level of services like retirement planning, wealth management, and investment advice,

What sets her apart is her strength in business analysis and change management, along with her holistic approach to financial planning. She focuses on guiding her clients to make informed decisions and avoid costly financial mistakes.

I’ve discussed with some clients how she tries to resonate with their goals before recommending solutions, ensuring that her guidance aligns with their specific needs.

On the downside, some say that Karen can be a bit overwhelmed with her clientele, which may occasionally delay responses.

She is very knowledgeable and is willing to listen and understand my needs

“More than a financial planner, Karen has become a friend whom I can rely on for financial and insurance advice. She is very knowledgeable and is willing to listen and understand my needs before making any recommendation.”

Ivy Lee, Google Review

Easy to talk to and work with

“Karen is the best financial planner in Singapore! She helped me understand my financial goals, explained and recommended the best options for me and has made me feel more confident about my future! She is also a wonderful person and easy to talk to and work with! Thank you so much Karen for helping me! I highly recommend her!! 🙂”

Amanda Zakowich, Google Review

Ascenta Wealth is definitely one for expats, particularly those from the UK, Australia, and India, offering specialized long-term financial planning. 

They aid in investment planning, financial freedom strategies, and more, all designed to help you make well-informed decisions for the future. 

What I appreciate about them is that they keep you on track through proactive monitoring and regular updates. This ensures that as life circumstances change, your financial plan adapts accordingly, helping you prepare for any financial challenge.

Some patrons have let me know about how they value the approach to incorporating international financial systems into the advice they provide.

Although I do have to let you know that their services can be on the pricier side, particularly for those just beginning their financial planning journey. 

His ability to break down complex financial concepts into clear, actionable steps has made us feel confident

“Working with Paul and his company Ascenta Wealth has truly transformed our financial journey. From the very beginning, he took the time to understand our goals, values, and concerns. His approach is not only professional but also incredibly personalized. Paul has a deep knowledge of financial planning, and his ability to break down complex financial concepts into clear, actionable steps has made us feel confident every step of the way.

Thanks to his guidance, we’ve been able to make smarter investment decisions.

We couldn’t be happier with the results and highly recommend Paul to anyone looking for a financial advisor!”

Abhishek Grover, Google Review

Regularly follows up to check in on our progress

“We’ve only been working with Dan and the team at Ascenta for a short time, but we already feel confident about our financial future. Unlike many financial planners who lack transparency and often come with hidden charges, Ascenta provides us with plans backed by in-depth analysis. Dan is genuine and keeps us accountable. He regularly follows up to check in on our progress, even on matters where Ascenta has no financial stake—showing that our best interests are truly at the heart of their service.”

Eliza Marriot-Smalley, Google Review