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Journey Beyond
Tomorrow

Hello!

The Financialists is a group of financial planners representing The Great Eastern Life Assurance Co Ltd. Our unique The Financialists Way & System helps us to provide custom tailored holistic services to our clients.

But what makes us exceptionally special is our personal touch towards our clients and their needs, making us a trusted friend and advisor for their goals. We go above and beyond to build your financial plan for today and tomorrow.

How We Help

As the world around us becomes increasingly ripe with opportunity and change, it is inevitable to experience some financial volatility regardless of your income bracket. Holistic financial planning is more imperative today than ever before. But how do you go about defining your financial needs and strategizing for them?

Well, that's where we come in. Our services are backed by a unique framework developed, tested and perfected in-house. Our diverse collective of planners and leaders work together to continuously grow and adapt to our clients' needs and the world around them; paving the path towards an active service.

Testimonials

Here are some examples of our satisfied clients' feedbacks for our services rendered.

"I have been with The Financialists™ for many years. Xue Ting has always looked after my business insurance in Singapore. Keep up the good work...."

"We have been clients of The Financialists™ for many, many years. The service we have received has always been excellent."

"Roger, has been extremely professional, prompt and courteous. We have found that he is always available to respond to our requests and queries. We look forward to working with The Financialists™ for many years to come!"

The Financialists Way

Wealth management and growth is a complicated affair. Financial planners have to take into consideration multiple factors when suggesting a strategy. But how do you effectively evaluate these factors and formulate a plan?

Looking to become a financial planner?

Pinnacle of Excellence

The Financialists is proud to be home to a high number of Million Dollar Round Table(MDRT) achievers at Great Eastern.

 

The Million Dollar Round Table (MDRT) has been advocating The Whole Person concept since 1961. The values and benefits of balancing the seven areas highlighted aim to create success in your entire life.

We would like to hence take this opportunity to thank all our client's who have given us the opportunity to serve them.

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