Financial Advisory & Financial Planners in Singapore

Affinity Group is a licensed financial advisory team in Singapore (Infinity Financial Advisory). 31 financial planners for retirement, CPF, insurance, investment, legacy and employee benefits planning. Complimentary first consultation.

Financial planning services

  • 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.
  • 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.
  • 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.
  • 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.
  • Investment management — Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.
  • 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.
  • Corporate financial planning — Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion.
  • Business valuation — Understanding what your business is worth today, so buy-sell agreements, funding and succession are built on real numbers.
  • Cash flow management — Smoothing the peaks and troughs of receivables, payroll and reserves so growth never runs out of runway.
  • Debt management — Structuring loans and liabilities sensibly, with protection in place so debt never lands on family or partners.
  • 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.
  • Risk management & business insurance — Keyman, buy-sell funding, property, liability and general insurance, mapped to the risks that could actually stop your operations.
  • Succession planning — Preparing the next generation or the next owner, so the business, its people and its value outlast any one person.

Guides

Our team

31 licensed financial advisors in Singapore, led by Ng Jian Da, CFP®, AEPP®.

Contact

10 Eunos Road 8, #08-02 / #14-03, Singapore 408600 · WhatsApp +65 8968 5560 · marketing@affinitygroup.sg · Complimentary first consultation.