Book a session

Book a Financial Clarity Session

A conversation to understand your financial goals, concerns and available options.

Duration
30 minutes
Format
Online or in person, subject to availability
With
The SG Investor’s founder, a Wealth Solution Consultant with HSBC Life Singapore
Cost
Complimentary

What you can talk about

  • Investment questions
  • Wealth accumulation
  • Retirement planning
  • Financial protection
  • General financial concerns

What to expect

  1. You send a request. Fill in the form. It opens your email app with your request ready to send.
  2. We agree a time. We reply to confirm a time and whether we’ll meet online or in person.
  3. A relaxed conversation. You talk through your situation, goals and questions. You don’t need to prepare documents, and you’re under no obligation to take any next step.

Please don’t include account numbers, NRIC numbers or detailed financial information in your request. Those aren’t needed to arrange a session.

Request a session

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Questions people ask

Is this financial advice?

The session is a conversation with The SG Investor’s founder, in his capacity as a Wealth Solution Consultant with HSBC Life Singapore. Any recommendation would only be made after a proper fact-find and would come through that professional role, not through The SG Investor website.

Do I need to prepare anything?

No. It helps to think about what you’d most like to get out of the conversation, but you don’t need documents or figures for a first session.

Will I be asked to buy something?

The focus is understanding your situation and your options. You’re under no obligation to take any next step.

Where do in-person sessions take place?

We’ll agree a convenient location in Singapore when we confirm your session time.