Looking for a Financial Planner

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dbenne22
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Looking for a Financial Planner

Post by dbenne22 » Sat, 18 Apr 2009 12:09 pm

Can anyone recommend a financial planner who:

- is in Singapore for the long term
- has 10+ years of financial planning experience
- works for a large firm with good research resources
- is an expat

Any tips gratefully received.

Cheers - Don.

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sundaymorningstaple
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Post by sundaymorningstaple » Sat, 18 Apr 2009 4:28 pm

Any particular reason why they would have to be an expat?

Expatriated from where? India okay? How about the Philippines? I guess you are going to have to be a bit more specific. As you came up from Oz are you talking about an Oz type or can they be British, Yank, Caunck or French? Or anybody as long as they are not Singaporean?

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Strong Eagle
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Post by Strong Eagle » Sat, 18 Apr 2009 4:35 pm

And, do you want them to understand the country in which you currently have the bulk of your assets or do you want a 'financial planner' who wants you to sell all your US/Oz holdings and put them into a widows and orphans fund in Scotland?

If you want advice about the country you are expatriated from, I would look in that country for a financial planner.

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Post by rattlesnake » Sat, 18 Apr 2009 9:44 pm

If interested in Australian expat financial advice try:

http://www.smats.net

I am pretty sure they meet all your criteria except the 'big firm' one. That said the proprietor has big firm experience. Personally I wouldn't worry about the size of the firm as it is the experience and knowledge of the adviser that counts.

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