01Estate 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.
Our services
Advice that fitsyour life.
At Affinity, we prioritise people, because financial planning done well changes lives. Whether you are planning for your family or steering a business, our advisors bring the full breadth of Infinity Financial Advisory to a single relationship.
Individual services
Personal advice for every season of life.
Personal financial matters can feel complex and overwhelming. Our advisors bring a comprehensive suite of individual services together in one relationship, so you can navigate life's changes and reach the goals you hold for yourself and the people you love.
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02Insurance advisory
Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.
03Personal financial planning
One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.
04Retirement 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.
05Investment management
Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.
06Tax planning & optimisation
Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.
Services for businesses
Financial clarity for owners and their teams.
Our team has spent years working closely with business owners and their employees. Whether you are a start-up laying a solid foundation or an established enterprise optimising resources, we help you identify, assess and mitigate the risks around your operations, your people and your financial performance.
01Corporate financial planning
Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion.
02Business valuation
Understanding what your business is worth today, so buy-sell agreements, funding and succession are built on real numbers.
03Cash flow management
Smoothing the peaks and troughs of receivables, payroll and reserves so growth never runs out of runway.
04Debt management
Structuring loans and liabilities sensibly, with protection in place so debt never lands on family or partners.
05Employee benefits planning
Group hospitalisation, term life, outpatient and dental plans that help you attract and keep good people at a cost that makes sense.
06Risk management & business insurance
Keyman, buy-sell funding, property, liability and general insurance, mapped to the risks that could actually stop your operations.
07Succession planning
Preparing the next generation or the next owner, so the business, its people and its value outlast any one person.
Not sure where to start?
Start with a conversation, not a product.
Tell us what is on your mind and we will connect you with the Affinity advisor whose specialism fits. No obligation, no pressure.
Estate
Insurance
Retirement
Investments
Tax
Employee benefits
Keyman
Succession
Estate
Insurance
Retirement
Investments
Tax
Employee benefits
Keyman
Succession