Prepare your brief
List residency status, employer benefits, dependants, existing policies, overseas assets, liabilities, school-fee exposure and major decisions pending.
Financial Planning Questions for Expats in Singapore
Use this educational guide to prepare facts and questions before speaking with an appropriately authorised professional.
Separate topics
Protection, medical cover, banking, education planning, retirement, investment, estate and cross-border tax questions should not be blurred into one product decision.
Verify before advice
Ask for the adviser's representative number, principal firm, licence status, product-provider restrictions, fees, commissions and conflict disclosures.
Official checks
Use the MAS Financial Institutions Directory, MAS Representative Register and MoneySense.
Related guides
Moving to Singapore, healthcare setup and compliance framework.
Educational information only. SG Expat Desk does not recommend products, coverage amounts, investments, advisers, insurers or external asset managers.