Do You Remember Your Financial Advisor LP

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Expatriate Financial Services

DO YOU REMEMBER WHAT YOUR FINANCIAL ADVISOR LOOKS LIKE?

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When did you last meet your financial advisor, are you getting the returns you were promised?

Financial Planning is a journey not an event.

Once you have defined plans to achieve your future goals, it’s vital to review them regularly to ensure:

  1. The plans still meet your requirements – after all, your goals may have changed.
  2. The investments are performing as expected – markets change and a buy and hold approach may not be the best way to achieve your goals.
  3. Legislation changes regularly – is the expected tax efficiency still going to be there when you need it, is there a better way?

Unfortunately, all too often advisers are keen to get you to sign up but not so keen to support you on your journey! This is not the AAM way – we strongly believe in the need for Ongoing Service.

Do you remember what your advisor looks like? Do you have support on your journey?

If you do not receive effective Ongoing Service from your adviser talk to AAM about how we can support you on your journey and help you to achieve your financial goals.

Don’t wait until it is too late, make sure your plans are on track. Book a review today!

Ongoing Service is a personal service your financial planner delivers to you. It’s our commitment to you and it’s designed around you and your needs, now and in the future. Once you’ve received your initial financial advice from us, you will have the opportunity to opt into Ongoing Service, providing you with the support and tools you need from your financial planner to effectively manage your investments. You can be confident that your finances will be reviewed by an expert now and in the future, for as long as you are opted in.

What Our Ongoing Service Includes?

  1. Regular Investment reports (according to your needs)
  2. Access to your own secure personal finance portal so you can review your portfolio at any time
  3. Reviews of your financial situation (at least once a year or when your plans or circumstances change)
  4. Regular AAM updates on economic events which may impact your wealth
  5. Regular AAM Seminar invitations covering key financial considerations

The information on this web page is for general information only. Please refer to our Terms Of Use

Our Services:

 Investment Advice
 Life & Critical Illness Insurance
 Savings
 Education Fee Planning
 Retirement Planning
 Private Health Insurance
 Lifestyle Financial Planning
 Income Protection Planning
 UK Pension Audit Service

About AAM Advisory

AAM Advisory offers a complete financial planning service for Expatriates in Singapore focused around wealth creation and preservation strategies.  We have a team of over 30 experienced financial representatives backed by a wealth of research, knowledge and expertise. We work with over 4,000 clients advising them collectively on over SGD 800 million.

International Advisor, Best Practice Advisor Awards 2016  

We were winners in the following two categories:

  1. Excellence In Investment Planning (Singapore)
  2. Excellence In Professional Development (Singapore)
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Book a no-obligation review with one of our expat specialists in Singapore now.