Welcome ANZA members

Dear New Member,

Welcome to ANZA!! As one of ANZA’s platinum partners we hope you find our Singapore financial advice guide useful. Whether you’re a seasoned Singapore veteran or ‘fresh off the boat’ there’s lots of useful information inside covering areas like the local tax system, school fee comparisons, CPF and much more.

We are a Singapore based, award-winning wealth management and financial advisory firm offering a holistic approach to our client’s finances.

We help ANZA members from all over the world to maximise their time here financially. From setting up a will, making sure you have a guardianship letter in place, or checking your medical insurance right through to investing, life insurance, mortgage referral or retirement planning advice, we’re here to help. We also have some great investments from a tax point of view for those headed back to Australia at some point.

Our initial consultation is free and we’re always able to give you some good tips if you’re new in Singapore (for example checking that your life cover is still valid if you recently moved), so if you would like any further information or to meet for an informal chat with one of our wealth managers please contact Audrey at [email protected]

ANZA is one of our favourite organisations to work with and we’re sure you’ll love being a member so we look forward and hope to see you at an ANZA event soon!

 

Best regards,

Audrey Mitchell

Marketing Manager

Singapore Financial Advice Guide

AAM Singapore Financial Advice Guide 2020-01

Download our Singapore Financial Advice Guide