# Affinity Group — Financial Advisory & Financial Planners in Singapore

> Affinity Group is a group of Financial Adviser Representatives representing Infinity Financial Advisory Pte Ltd, a licensed financial advisory firm in Singapore (regulated by the Monetary Authority of Singapore under the Financial Advisers Act), led by Senior Group Financial Services Director Ng Jian Da, CFP®, AEPP®. 31 financial planners provide retirement, CPF, insurance, investment, estate & legacy and employee-benefits planning for individuals, families and businesses, and operate a five-system growth platform for financial advisors building their careers.

## Quick facts
- Location: 10 Eunos Road 8, #08-02 / #14-03, Singapore 408600 (Singapore Post Centre, Paya Lebar). Meets clients island-wide and online.
- Contact: WhatsApp +65 8077 4684 · marketing@affinitygroup.sg · enquiry form on every page.
- First consultation: complimentary, no obligation.
- Credentials across the team: CFP®, ChFC®/S, AEPP®; MDRT, Court of the Table and Top of the Table qualifiers; Infinity FA Top EB & GI Advisor 2021–2025.
- Featured by: CNA Insider, CNA Lifestyle, MDRT, international business press.
- Every advisor's MAS representative number is published on their profile for verification.

## Services (13)
### For individuals
- Estate planning: Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute. (https://affinitygroup.sg/services#svc-estate-planning)
- Insurance advisory: Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests. (https://affinitygroup.sg/services#svc-insurance-advisory)
- Personal financial planning: One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes. (https://affinitygroup.sg/services#svc-personal-financial-planning)
- Retirement planning: CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way. (https://affinitygroup.sg/services#svc-retirement-planning)
- Investment management: Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise. (https://affinitygroup.sg/services#svc-investment-management)
- Tax planning & optimisation: Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you. (https://affinitygroup.sg/services#svc-tax-planning)
### For businesses
- Corporate financial planning: Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion. (https://affinitygroup.sg/services#svc-corporate-financial-planning)
- Business valuation: Understanding what your business is worth today, so buy-sell agreements, funding and succession are built on real numbers. (https://affinitygroup.sg/services#svc-business-valuation)
- Cash flow management: Smoothing the peaks and troughs of receivables, payroll and reserves so growth never runs out of runway. (https://affinitygroup.sg/services#svc-cash-flow-management)
- Debt management: Structuring loans and liabilities sensibly, with protection in place so debt never lands on family or partners. (https://affinitygroup.sg/services#svc-debt-management)
- Employee benefits planning: Group hospitalisation, term life, outpatient and dental plans that help you attract and keep good people at a cost that makes sense. (https://affinitygroup.sg/services#svc-employee-benefits)
- Risk management & business insurance: Keyman, buy-sell funding, property, liability and general insurance, mapped to the risks that could actually stop your operations. (https://affinitygroup.sg/services#svc-business-risk-insurance)
- Succession planning: Preparing the next generation or the next owner, so the business, its people and its value outlast any one person. (https://affinitygroup.sg/services#svc-succession-planning)

## Guides (plain-English, Singapore-specific)
- Financial planners in Singapore. — Looking for a financial planner in Singapore? Learn what a licensed financial planner does, how to check MAS credentials, what a first meeting looks like and how Affinity Group's CFP®, ChFC® and MDRT-qualified planners work with families and business owners. (https://affinitygroup.sg/financial-planner-singapore)
- Financial advisory in Singapore. — Affinity Group is a licensed financial advisory team in Singapore representing Infinity Financial Advisory. Comprehensive advice on protection, retirement, investment, estate planning and employee benefits for individuals, families and businesses. (https://affinitygroup.sg/financial-advisory-singapore)
- Retirement planning in Singapore. — Plan a confident retirement in Singapore. Understand CPF LIFE, Retirement Sums, SRS, annuities and income drawdown, and how Affinity Group's retirement planners build a personalised retirement income plan. (https://affinitygroup.sg/retirement-planning-singapore)
- Legacy & estate planning in Singapore. — Legacy planning in Singapore made clear: wills, Lasting Power of Attorney (LPA), CPF and insurance nominations, trusts and legacy insurance. How Affinity Group's AEPP®-qualified advisors help families pass on wealth with clarity and care. (https://affinitygroup.sg/legacy-planning-singapore)
- Insurance planning in Singapore. — How much insurance do you need in Singapore? Understand life, critical illness, disability, Integrated Shield and CareShield Life cover, and how Affinity Group advisors build protection plans that fit your family, not a brochure. (https://affinitygroup.sg/insurance-planning-singapore)
- Investment planning in Singapore. — Investment planning in Singapore explained: goals-based portfolios, unit trusts, ILPs, CPF Investment Scheme and SRS investing. How Affinity Group advisors build diversified portfolios around your risk appetite and time horizon. (https://affinitygroup.sg/investment-planning-singapore)
- CPF planning in Singapore. — Make the most of your CPF. Understand Ordinary, Special, MediSave and Retirement Accounts, top-ups and tax relief, Retirement Sums, CPF LIFE choices and nominations, with Affinity Group's CPF and retirement planning specialists. (https://affinitygroup.sg/cpf-planning-singapore)
- Employee benefits for Singapore businesses. — Employee benefits planning for Singapore SMEs and corporates: group hospitalisation, term life, outpatient and dental, keyman and business protection. Affinity Group is home to Infinity FA's Top EB & GI Advisor for five consecutive years. (https://affinitygroup.sg/employee-benefits-singapore)
- A financial advisor career in Singapore. — Considering a financial advisor career in Singapore? Learn what the role involves, earning potential, licensing, and why advisors join Affinity Group, culture, coaching, marketing, seminars and AI tools. Explore careers with a 31-advisor team in Singapore. (https://affinitygroup.sg/financial-advisor-career-singapore)
- How to become a financial advisor in Singapore. — Step-by-step guide to becoming a financial advisor in Singapore: entry requirements, CMFAS exams (M5, M9, M9A, HI), MAS representative notification, choosing a firm, and what your first 90 days look like at Affinity Group. (https://affinitygroup.sg/how-to-become-a-financial-advisor-singapore)
- [中文] 新加坡的退休规划。 — 在新加坡规划一个安心的退休生活：了解 CPF LIFE、退休存款目标、退休辅助计划（SRS）、年金与提领策略，以及 Affinity Group 的退休规划顾问如何为您制定个人化的退休收入方案。 (https://affinitygroup.sg/zh/retirement-planning-singapore)
- [中文] 新加坡的公积金规划。 — 让您的公积金发挥最大作用：了解普通、特别、保健储蓄与退休户头，现金填补与税务减免，退休存款目标，CPF LIFE 的选择与公积金提名，由 Affinity Group 的公积金与退休规划专家为您讲解。 (https://affinitygroup.sg/zh/cpf-planning-singapore)
- [中文] 新加坡的遗产与传承规划。 — 把新加坡的传承规划讲清楚：遗嘱、持久授权书（LPA）、公积金与保险提名、信托与传承保险。了解 Affinity Group 持有 AEPP® 资格的顾问如何帮助家庭清晰、周全地传承财富。 (https://affinitygroup.sg/zh/legacy-planning-singapore)
- [中文] 如何在新加坡成为财务顾问。 — 在新加坡成为财务顾问的分步指南：入行条件、CMFAS 考试（M5、M9、M9A、HI）、金管局（MAS）代表通知、如何选择公司，以及在 Affinity Group 的头 90 天会是怎样。 (https://affinitygroup.sg/zh/how-to-become-a-financial-advisor-singapore)
- Full text of all guides: https://affinitygroup.sg/llms-full.txt

## For financial advisors (careers)
- Five systems: Heart (culture & mentorship), Pulse (performance coaching), Surge (personal branding + compliance-checked Surge Engine content platform), Ignite (seminars & speaking), Nexus (technology & AI tools). Full-time operations team for marketing, seminars, partnerships and admin.
- Open to fresh graduates, career switchers and experienced advisors. Requirements: typically 21+, four GCE 'O' Level credits or equivalent, CMFAS exams (M5, M9, M9A, HI), MAS fit-and-proper.
- Careers page & 60-second fit check: https://affinitygroup.sg/careers

## Team (31)
- Ng Jian Da — Senior Group Financial Services Director (Top of the Table · 4× COT · Top EB & GI Advisor) — https://affinitygroup.sg/team/jian-da
- Adrian Khiat — Associate Director (Financial Services) (11× MDRT · CFP® · ChFC®/S · AEPP®) — https://affinitygroup.sg/team/adrian
- Ryan Seow — Senior Financial Services Manager (6× MDRT) — https://affinitygroup.sg/team/ryan
- Ratheshan Manickaratnam — Senior Financial Services Manager (2× MDRT) — https://affinitygroup.sg/team/ratheshan
- Vincent Chua — Senior Financial Services Manager (6× MDRT · CFP® · ChFC® · CLU) — https://affinitygroup.sg/team/vincent
- Nicholas Lee — Senior Associate Director (Financial Services) (9× MDRT · CFP® · AEPP® · ESP) — https://affinitygroup.sg/team/nicholas
- Jason Tan — Executive Wealth Manager (3× MDRT · CFP® · ChFC® · AEPP®) — https://affinitygroup.sg/team/jason
- Corrine Sim — Associate Director (Private Wealth) (17× MDRT · 2× COT · CFP®) — https://affinitygroup.sg/team/corrine
- Adele Ang — Associate Director (Private Wealth) (25× MDRT · AEPP® · AFPcm) — https://affinitygroup.sg/team/adele
- Shanne Wong — Associate Director (Private Wealth) (5× Court of the Table · 3× MDRT) — https://affinitygroup.sg/team/shanne
- Justin Chew — Associate Director (Advisory) (5× MDRT · CFP® · CFEd) — https://affinitygroup.sg/team/justin
- Chua Wee Teck — Associate Director (Advisory) (6× MDRT · CFP®) — https://affinitygroup.sg/team/wee-teck
- Travis Teo — Executive Wealth Manager (7× MDRT · AEPP®) — https://affinitygroup.sg/team/travis
- Karen Tang — Executive Wealth Manager (2× MDRT · CFP® · AEPP®) — https://affinitygroup.sg/team/karen
- SK Ting — Executive Wealth Manager (AFPcm) — https://affinitygroup.sg/team/sk-ting
- Leslie Chia — Executive Wealth Manager (4× MDRT) — https://affinitygroup.sg/team/leslie
- Shannon Foo — Executive Wealth Manager (2× MDRT) — https://affinitygroup.sg/team/shannon
- Andy Liu — Executive Wealth Manager — https://affinitygroup.sg/team/andy
- Scott Tang — Executive Wealth Manager (Court of the Table 2010 · 26 years in financial services) — https://affinitygroup.sg/team/scott
- Biona Sheila Rey — Executive Wealth Consultant (MDRT 2025 · ESP) — https://affinitygroup.sg/team/sheila
- Loh Yi Wei — Executive Wealth Consultant — https://affinitygroup.sg/team/yi-wei
- Liew Teck Hong — Executive Wealth Consultant (AWP · ACCA) — https://affinitygroup.sg/team/teck-hong
- Jacob Gooi — Executive Wealth Consultant (MDRT 2001 · CFP®) — https://affinitygroup.sg/team/jacob
- Ken Ng — Executive Wealth Consultant (AFC) — https://affinitygroup.sg/team/ken
- Fion Yong — Wealth Consultant (ESP) — https://affinitygroup.sg/team/fion
- Joseph Yong — Wealth Consultant — https://affinitygroup.sg/team/joseph
- Derrick Teo — Wealth Consultant — https://affinitygroup.sg/team/derrick
- Karen Ang — Wealth Consultant (CFP®) — https://affinitygroup.sg/team/karen-ang
- Fiona Peh — Business Development & Strategic Partnerships · Group Director's PA — https://affinitygroup.sg/team/fiona
- Herbert Sidik — Marketing Manager — https://affinitygroup.sg/team/herbert
- Alicia Wee — Finance & Administration · Group Director's PA — https://affinitygroup.sg/team/alicia

## Upcoming events
- 2026-10-01: CPF Retirement Planning Seminar (In-person seminar · Capital Group)
- 2026-10-03: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-10-17: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-11-07: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-11-21: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2027-01-09: Will & Legacy Planning Webinar (Live Zoom webinar)
- 2026-09-30: MDRT in 30 Days, Recruitment Open House (In-person · Asia Square Tower 2)
- 2026-09-30: MDRT in 30 Days — Recruitment Open House, Ascend Asia Wealth Centre, 12 Marina View #06-02, Asia Square Tower 2, Singapore 018961. Guest speaker: Ng Jian Da.

## Common questions
**Q: What is Affinity Group?**
A: Affinity Group is a team of 31 licensed financial adviser representatives in Singapore representing Infinity Financial Advisory Pte Ltd. We provide retirement, CPF, insurance, investment, estate and legacy, and employee-benefits planning for individuals, families and businesses, and run a five-system growth platform for advisors.

**Q: Is Affinity Group a licensed financial adviser in Singapore?**
A: Yes. Affinity Group represents Infinity Financial Advisory Pte Ltd, a financial advisory firm licensed in Singapore and regulated by the Monetary Authority of Singapore (MAS) under the Financial Advisers Act. Every advisor's MAS representative number is published on their profile for verification.

**Q: What financial services does Affinity Group provide?**
A: Retirement and CPF planning, estate and legacy planning (wills, Lasting Power of Attorney, nominations and trusts), insurance advisory, investment management, tax planning, plus employee benefits, keyman cover and business succession planning for companies.

**Q: How much does a first consultation cost?**
A: The first consultation is complimentary and carries no obligation. You can reach Affinity Group through the enquiry form on any page or on WhatsApp at +65 8077 4684.

**Q: Where is Affinity Group located?**
A: Affinity Group is based at 10 Eunos Road 8, #08-02 / #14-03, Singapore Post Centre, Singapore 408600, and meets clients island-wide across Singapore and online.

**Q: How do I verify an Affinity Group financial advisor?**
A: Each advisor's profile publishes their MAS representative number, which you can check on the MAS Financial Institutions Directory and the public Register of Representatives.

**Q: What financial planning services does Affinity Group offer?**
A: We help individuals, families and businesses with investment and retirement planning, estate and legacy planning (wills, LPA, nominations and trusts), employee benefits and general insurance, and high-net-worth advisory.

**Q: Is Affinity Group a licensed financial advisory in Singapore?**
A: Affinity Group represents Infinity Financial Advisory Pte Ltd, a licensed financial advisory firm in Singapore, and works in line with MAS and Infinity Financial Advisory compliance standards.

**Q: Do I need to pay for a first consultation?**
A: An initial conversation to understand your needs is complimentary and carries no obligation. You can reach us through the enquiry form or on WhatsApp at +65 8077 4684.

**Q: Can Affinity help with estate and legacy planning?**
A: Yes. Our estate planning covers wills, Lasting Power of Attorney (LPA), CPF and insurance nominations, trusts and family liquidity so your wishes are carried out and your family is provided for.

**Q: Does Affinity Group work with businesses?**
A: Yes. We advise SMEs and corporates on employee benefits, group insurance, keyman cover and business succession planning.

## Key pages
- Home: https://affinitygroup.sg/
- Services: https://affinitygroup.sg/services
- Team directory: https://affinitygroup.sg/team
- Guides: https://affinitygroup.sg/guides
- Events & seminars: https://affinitygroup.sg/events
- About: https://affinitygroup.sg/about
- Media & press: https://affinitygroup.sg/media
- Careers: https://affinitygroup.sg/careers
- Sitemap: https://affinitygroup.sg/sitemap.xml

## Notes
- Content is general information, not personalised financial advice. Figures and advisor journeys are real and historical, not guarantees.
- This advertisement has not been reviewed by the Monetary Authority of Singapore.