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What Are The 5 Things to Look in a Financial Adviser

Author : financial advice for British expats | Published On : 12 Sep 2026

The move to Singapore offers Australians new financial prospects but can be difficult to manage finances in two countries. The consideration needs to be paid to superannuation, investments, taxation, retirement planning and Australian assets. With the right financial adviser, you can make informed decisions and create a strategy that's right for you as an Australian.

Here are 5 important things Australians should think about when selecting a financial adviser in Singapore.

  1. Previous experience in Australia

Not all financial advisers are aware of the different financial adviser for Australians in Singapore. You can seek advice from an advisor who has experience in advising Australian expatriates. It is familiar with the issues relating to Australian financial assets, superannuation, investments and retirement planning.

  1. Understanding Cross-Border Financial Planning

A Singaporean financial advisor for Australians should be mindful of the need to align their finances on an inter-jurisdictional level. They should also be able to tell you how various financial choices may influence your overall situation.

  1. Fees that are clear and transparent.

You know how your adviser charges for his or her advice. Adviser fees can differ based on the type of fee they charge which can include fixed, hourly, percentage of assets, commission, or a combination of these.

  1. A Personalised Financial Strategy

Your financial objectives will probably not be what another Australian in Singapore has. Your priorities could be investing, buying a home, planning for retirement, safeguarding your family, or perhaps you are planning to relocate to Australia at some point.

A competent adviser should first find out your income, assets, goals, risk tolerance and expected holding period before making a recommendation. Don't work with an adviser who doesn't take the time to get to know you and your situation.

  1. Effective communication and support

Financial planning is not a one-time activity. There are many times that you may find yourself in a different situation due to job change, country change, inheritance, buying property, or when you are nearing retirement.

Conclusion

When selecting a financial planner for Australians in Singapore you should do more than just consider investment advice. Australian expats should think about the adviser's experience and knowledge of dealing with expatriates, his or her understanding of the cross-border issues, fees, personal care and support. With the right financial planner in Singapore, you can easily streamline your finances and achieve your long-term financial objectives with ease and confidence