AAM Advisory was set up in 2009 with the vision of helping people plan for a better financial future, whilst protecting them and any loved ones.
Keeping this vision and belief firmly in our heart, we have strengthened and grown significantly over the years. We have helped more than 5,000 clients across 80 nationalities. Thanks to their trust and confidence on us, we are currently advising on over SGD 1 billion of their finances and protection needs. We have a team of over 30 experienced MAS authorised financial planners who not only have the technical knowledge and experience but also truly understand the evolving needs of our clients.
AAM Advisory holds a Financial Advisers licence from the Monetary Authority of Singapore (No. FA100032).
In 2016, AAM was acquired by Quilter, a leading wealth management business in the UK and Internationally. Quilter plc manages £114.9 billion of investments on behalf of over 900,000 customers (as at 31 March 2019). AAM Advisory is now part of the Quilter plc (www.quilter.com).
We adopt a holistic approach to financial planning as every individual presents a different set of short, medium and long-term goals. Our aim is to provide clients with professional, competent and reliable advice that they will always fully understand:
- What strategies we are recommending and why;
- How these strategies will assist clients in achieving their goals;
- How much our advice and the implementation of our recommendations will cost; and
- Our ongoing service and value
To develop these strategies and implement a plan for each client’s financial future, we will take them through our five step process.
We offer tailored investment and protection solutions for Singaporeans and expatriate residents working and living here and the region. We are committed to working with you to develop a personalised financial strategy tailored to meeting your individual needs
The latest articles from AAM Advisory
AAM Advisory’s Macdonald on the Delicate Art of Selling Insurance Solutions David MacDonald, the recently appointed Head of Business Development for financial planning experts AAM Advisory, presented a lively and engaging Workshop at the Asian Wealth Solutions Forum highlighting how insurance solutions are all about the client and must be designed and sold with a deep under...
The latest videos from AAM Advisory