Planners Inc is an experienced and competent financial advisory practice in Singapore, and we serve as a trusted adviser to successful professionals and business owners.
We are also a founding partner of The Confidant Group, one of the leading agency alliances in the financial institution we represent.
What sets us apart from our many competitors is that the way we approach our advisory and agency business, our philosophy and methodology.
We are also on a mission and crusade to “evangelise” the meaningful and right way of financial planning as advisers. We believe that our’s is not a sales career, but a service one; where enduring and meaningful relationships are forged best by rendering competent advice, recommending tailored solutions and delivering dedicated service.