# Affinity Group — Financial Advisory & Financial Planners in Singapore

> Affinity Group is a group of Financial Adviser Representatives representing Infinity Financial Advisory Pte Ltd, a licensed financial advisory firm in Singapore (regulated by the Monetary Authority of Singapore under the Financial Advisers Act), led by Senior Group Financial Services Director Ng Jian Da, CFP®, AEPP®. 31 financial planners provide retirement, CPF, insurance, investment, estate & legacy and employee-benefits planning for individuals, families and businesses, and operate a five-system growth platform for financial advisors building their careers.

## Quick facts
- Location: 10 Eunos Road 8, #08-02 / #14-03, Singapore 408600 (Singapore Post Centre, Paya Lebar). Meets clients island-wide and online.
- Contact: WhatsApp +65 8077 4684 · marketing@affinitygroup.sg · enquiry form on every page.
- First consultation: complimentary, no obligation.
- Credentials across the team: CFP®, ChFC®/S, AEPP®; MDRT, Court of the Table and Top of the Table qualifiers; Infinity FA Top EB & GI Advisor 2021–2025.
- Featured by: CNA Insider, CNA Lifestyle, MDRT, international business press.
- Every advisor's MAS representative number is published on their profile for verification.

## Services (13)
### For individuals
- Estate planning: Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute. (https://affinitygroup.sg/services#svc-estate-planning)
- Insurance advisory: Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests. (https://affinitygroup.sg/services#svc-insurance-advisory)
- Personal financial planning: One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes. (https://affinitygroup.sg/services#svc-personal-financial-planning)
- Retirement planning: CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way. (https://affinitygroup.sg/services#svc-retirement-planning)
- Investment management: Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise. (https://affinitygroup.sg/services#svc-investment-management)
- Tax planning & optimisation: Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you. (https://affinitygroup.sg/services#svc-tax-planning)
### For businesses
- Corporate financial planning: Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion. (https://affinitygroup.sg/services#svc-corporate-financial-planning)
- Business valuation: Understanding what your business is worth today, so buy-sell agreements, funding and succession are built on real numbers. (https://affinitygroup.sg/services#svc-business-valuation)
- Cash flow management: Smoothing the peaks and troughs of receivables, payroll and reserves so growth never runs out of runway. (https://affinitygroup.sg/services#svc-cash-flow-management)
- Debt management: Structuring loans and liabilities sensibly, with protection in place so debt never lands on family or partners. (https://affinitygroup.sg/services#svc-debt-management)
- Employee benefits planning: Group hospitalisation, term life, outpatient and dental plans that help you attract and keep good people at a cost that makes sense. (https://affinitygroup.sg/services#svc-employee-benefits)
- Risk management & business insurance: Keyman, buy-sell funding, property, liability and general insurance, mapped to the risks that could actually stop your operations. (https://affinitygroup.sg/services#svc-business-risk-insurance)
- Succession planning: Preparing the next generation or the next owner, so the business, its people and its value outlast any one person. (https://affinitygroup.sg/services#svc-succession-planning)

## Guides (plain-English, Singapore-specific)
- Financial planners in Singapore. — Looking for a financial planner in Singapore? Learn what a licensed financial planner does, how to check MAS credentials, what a first meeting looks like and how Affinity Group's CFP®, ChFC® and MDRT-qualified planners work with families and business owners. (https://affinitygroup.sg/financial-planner-singapore)
- Financial advisory in Singapore. — Affinity Group is a licensed financial advisory team in Singapore representing Infinity Financial Advisory. Comprehensive advice on protection, retirement, investment, estate planning and employee benefits for individuals, families and businesses. (https://affinitygroup.sg/financial-advisory-singapore)
- Retirement planning in Singapore. — Plan a confident retirement in Singapore. Understand CPF LIFE, Retirement Sums, SRS, annuities and income drawdown — and how Affinity Group's retirement planners build a personalised retirement income plan. (https://affinitygroup.sg/retirement-planning-singapore)
- Legacy & estate planning in Singapore. — Legacy planning in Singapore made clear: wills, Lasting Power of Attorney (LPA), CPF and insurance nominations, trusts and legacy insurance. How Affinity Group's AEPP®-qualified advisors help families pass on wealth with clarity and care. (https://affinitygroup.sg/legacy-planning-singapore)
- Insurance planning in Singapore. — How much insurance do you need in Singapore? Understand life, critical illness, disability, Integrated Shield and CareShield Life cover — and how Affinity Group advisors build protection plans that fit your family, not a brochure. (https://affinitygroup.sg/insurance-planning-singapore)
- Investment planning in Singapore. — Investment planning in Singapore explained: goals-based portfolios, unit trusts, ILPs, CPF Investment Scheme and SRS investing. How Affinity Group advisors build diversified portfolios around your risk appetite and time horizon. (https://affinitygroup.sg/investment-planning-singapore)
- CPF planning in Singapore. — Make the most of your CPF. Understand Ordinary, Special, MediSave and Retirement Accounts, top-ups and tax relief, Retirement Sums, CPF LIFE choices and nominations — with Affinity Group's CPF and retirement planning specialists. (https://affinitygroup.sg/cpf-planning-singapore)
- Employee benefits for Singapore businesses. — Employee benefits planning for Singapore SMEs and corporates: group hospitalisation, term life, outpatient and dental, keyman and business protection. Affinity Group is home to Infinity FA's Top EB & GI Advisor for five consecutive years. (https://affinitygroup.sg/employee-benefits-singapore)
- A financial advisor career in Singapore. — Considering a financial advisor career in Singapore? Learn what the role involves, earning potential, licensing, and why advisors join Affinity Group — culture, coaching, marketing, seminars and AI tools. Explore careers with a 31-advisor team in Singapore. (https://affinitygroup.sg/financial-advisor-career-singapore)
- How to become a financial advisor in Singapore. — Step-by-step guide to becoming a financial advisor in Singapore: entry requirements, CMFAS exams (M5, M9, M9A, HI), MAS representative notification, choosing a firm, and what your first 90 days look like at Affinity Group. (https://affinitygroup.sg/how-to-become-a-financial-advisor-singapore)
- [中文] 新加坡的退休规划。 — 在新加坡规划一个安心的退休生活：了解 CPF LIFE、退休存款目标、退休辅助计划（SRS）、年金与提领策略，以及 Affinity Group 的退休规划顾问如何为您制定个人化的退休收入方案。 (https://affinitygroup.sg/zh/retirement-planning-singapore)
- [中文] 新加坡的公积金规划。 — 让您的公积金发挥最大作用：了解普通、特别、保健储蓄与退休户头，现金填补与税务减免，退休存款目标，CPF LIFE 的选择与公积金提名 —— 由 Affinity Group 的公积金与退休规划专家为您讲解。 (https://affinitygroup.sg/zh/cpf-planning-singapore)
- [中文] 新加坡的遗产与传承规划。 — 把新加坡的传承规划讲清楚：遗嘱、持久授权书（LPA）、公积金与保险提名、信托与传承保险。了解 Affinity Group 持有 AEPP® 资格的顾问如何帮助家庭清晰、周全地传承财富。 (https://affinitygroup.sg/zh/legacy-planning-singapore)
- [中文] 如何在新加坡成为财务顾问。 — 在新加坡成为财务顾问的分步指南：入行条件、CMFAS 考试（M5、M9、M9A、HI）、金管局（MAS）代表通知、如何选择公司，以及在 Affinity Group 的头 90 天会是怎样。 (https://affinitygroup.sg/zh/how-to-become-a-financial-advisor-singapore)
- Full text of all guides: https://affinitygroup.sg/llms-full.txt

## For financial advisors (careers)
- Five systems: Heart (culture & mentorship), Pulse (performance coaching), Surge (personal branding + compliance-checked Surge Engine content platform), Ignite (seminars & speaking), Nexus (technology & AI tools). Full-time operations team for marketing, seminars, partnerships and admin.
- Open to fresh graduates, career switchers and experienced advisors. Requirements: typically 21+, four GCE 'O' Level credits or equivalent, CMFAS exams (M5, M9, M9A, HI), MAS fit-and-proper.
- Careers page & 60-second fit check: https://affinitygroup.sg/careers

## Team (31)
- Ng Jian Da — Senior Group Financial Services Director (Top of the Table · 4× COT · Top EB & GI Advisor) — https://affinitygroup.sg/team/jian-da
- Adrian Khiat — Associate Director (Financial Services) (11× MDRT · CFP® · ChFC®/S · AEPP®) — https://affinitygroup.sg/team/adrian
- Ryan Seow — Senior Financial Services Manager (6× MDRT) — https://affinitygroup.sg/team/ryan
- Ratheshan Manickaratnam — Senior Financial Services Manager (2× MDRT) — https://affinitygroup.sg/team/ratheshan
- Vincent Chua — Senior Financial Services Manager (6× MDRT · CFP® · ChFC® · CLU) — https://affinitygroup.sg/team/vincent
- Nicholas Lee — Senior Associate Director (Financial Services) (9× MDRT · CFP® · AEPP® · ESP) — https://affinitygroup.sg/team/nicholas
- Jason Tan — Executive Wealth Manager (3× MDRT · CFP® · ChFC® · AEPP®) — https://affinitygroup.sg/team/jason
- Corrine Sim — Associate Director (Private Wealth) (17× MDRT · 2× COT · CFP®) — https://affinitygroup.sg/team/corrine
- Adele Ang — Associate Director (Private Wealth) (25× MDRT · AEPP® · AFPcm) — https://affinitygroup.sg/team/adele
- Shanne Wong — Associate Director (Private Wealth) (5× Court of the Table · 3× MDRT) — https://affinitygroup.sg/team/shanne
- Justin Chew — Associate Director (Advisory) (5× MDRT · CFP® · CFEd) — https://affinitygroup.sg/team/justin
- Chua Wee Teck — Associate Director (Advisory) (6× MDRT · CFP®) — https://affinitygroup.sg/team/wee-teck
- Travis Teo — Executive Wealth Manager (7× MDRT · AEPP®) — https://affinitygroup.sg/team/travis
- Karen Tang — Executive Wealth Manager (2× MDRT · CFP® · AEPP®) — https://affinitygroup.sg/team/karen
- SK Ting — Executive Wealth Manager (AFPcm) — https://affinitygroup.sg/team/sk-ting
- Leslie Chia — Executive Wealth Manager (4× MDRT) — https://affinitygroup.sg/team/leslie
- Shannon Foo — Executive Wealth Manager (2× MDRT) — https://affinitygroup.sg/team/shannon
- Andy Liu — Executive Wealth Manager — https://affinitygroup.sg/team/andy
- Scott Tang — Executive Wealth Manager (Court of the Table 2010 · 26 years in financial services) — https://affinitygroup.sg/team/scott
- Biona Sheila Rey — Executive Wealth Consultant (MDRT 2025 · ESP) — https://affinitygroup.sg/team/sheila
- Loh Yi Wei — Executive Wealth Consultant — https://affinitygroup.sg/team/yi-wei
- Liew Teck Hong — Executive Wealth Consultant (AWP · ACCA) — https://affinitygroup.sg/team/teck-hong
- Jacob Gooi — Executive Wealth Consultant (MDRT 2001 · CFP®) — https://affinitygroup.sg/team/jacob
- Ken Ng — Executive Wealth Consultant (AFC) — https://affinitygroup.sg/team/ken
- Fion Yong — Wealth Consultant (ESP) — https://affinitygroup.sg/team/fion
- Joseph Yong — Wealth Consultant — https://affinitygroup.sg/team/joseph
- Derrick Teo — Wealth Consultant — https://affinitygroup.sg/team/derrick
- Karen Ang — Wealth Consultant (CFP®) — https://affinitygroup.sg/team/karen-ang
- Fiona Peh — Business Development & Strategic Partnerships · Group Director's PA — https://affinitygroup.sg/team/fiona
- Herbert Sidik — Marketing Manager — https://affinitygroup.sg/team/herbert
- Alicia Wee — Finance & Administration · Group Director's PA — https://affinitygroup.sg/team/alicia

## Upcoming events
- 2026-10-01: CPF Retirement Planning Seminar (In-person seminar · Capital Group)
- 2026-10-03: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-10-17: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-11-07: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-11-21: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2027-01-09: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-09-30: MDRT in 30 Days — Recruitment Open House (In-person · Asia Square Tower 2)
- 2026-09-30: MDRT in 30 Days — Recruitment Open House, Ascend Asia Wealth Centre, 12 Marina View #06-02, Asia Square Tower 2, Singapore 018961. Guest speaker: Ng Jian Da.

## Key pages
- Home: https://affinitygroup.sg/
- Services: https://affinitygroup.sg/services
- Team directory: https://affinitygroup.sg/team
- Guides: https://affinitygroup.sg/guides
- Events & seminars: https://affinitygroup.sg/events
- About: https://affinitygroup.sg/about
- Media & press: https://affinitygroup.sg/media
- Careers: https://affinitygroup.sg/careers
- Sitemap: https://affinitygroup.sg/sitemap.xml

## Notes
- Content is general information, not personalised financial advice. Figures and advisor journeys are real and historical, not guarantees.
- This advertisement has not been reviewed by the Monetary Authority of Singapore.