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FINANCIAL PLANNING
MADE DIFFERENT
Financial planning in Singapore made different

"What product can I sell to you?" This is what most financial planners think when they meet you. They tend to be paid only when they sell products.

That question is irrelevant to us. That's not how we work. With fee-based financial planning, you pay for peace of mind, knowing we've helped you arrange your finances to reach the goals dearest to you.

 

OUR STORY

FINANCIAL PLANNING
MADE HOLISTIC
Financial Planning in Singapore made holistic

Your specialists for insurance, investment, medical, and the legal aspects of your finances tend to work independently. We integrate them all through holistic financial planning.

We coordinate your specialists, creating a synergy that enhances your financial position in a way specialists working independently can't.

 

OUR SERVICES

FINANCIAL PLANNING
MADE SYSTEMATIC
Financial Planning in Singapore made holistic

We are good at what we do because we have a process that we customise to your specific concerns and financial goals.

Each of our financial planners is well-versed in the use of our proprietary processes and tools. 

This allows us to deliver to you top-notch results predictably and methodically.

 

OUR BLOG

Lumina Planners is the fee-based financial planning arm of Elpis Financial Pte Ltd