UNICORN FINANCIAL SOLUTIONS is Singapore’s leading independently owned financial solutions provider. Established in 2011, we currently serve over 7,000 clients and continue to dedicate ourselves to offering authentic advice to each one of them.
Authenticity, trustworthiness and integrity are our guiding principles. More than providing financial advice, we work as caring guides and protectors of our clients’ wealth, with 100% commitment.
Your goals and aspirations matter to us. Your family and loved ones matter to us. Our work gains meaning because of the close ties that we forge with our clients over the years. We treasure this lifetime of trust, which goes well beyond how much money you may place in our care.
“My Unicorn consultant has been my financial adviser since 2002. She is knowledgeable, competent and has a very holistic approach to financial planning. She is a person of high integrity and always ready to go beyond the call of duty to best serve her clients’ interests. Since working with her on my financial plan I have achieved greater peace of mind, knowing very well that my financial needs are managed professionally and with care.”
Unicorn currently has 79 licensed financial consultants, who are trained to the highest standards in building financial plans for their clients. By getting to meet you, know you and understand you, your consultant will craft, with you, a unique blueprint for your financial independence, your life, your loved ones, your goals, your dreams.
In order to achieve your financial independence, Unicorn provides an array of specialized advisory and strategic services for clients.
Financial Education & Coaching
We are here to help you understand the financial realities of this world and to coach you so that you can make better and informed financial decisions. We achieve this through one on one meetings and client seminars.
We often recommend that clients keep a portion of their savings and investments in a portfolio of managed funds. Unicorn will advise you on the initial composition of the portfolio and give ongoing recommendations.
General Insurance Services
Covering home insurance, car insurance, travel insurance, etc. These referral services is provided by our trusted partners at JNT.
Many clients are motivated to plan for leaving a legacy for loved ones. Our estate planning services are designed to ensure that you can achieve this goal and make adjustments or updates as necessary.
Using life insurance policies that we assess to be appropriate for you, our wealth protection advice seeks to safeguard your income when you need it most.
Intelligent Investing Services
For clients with appropriate means and investment knowledge, our intelligent investing practice offers tailor-made, performance-driven wealth generation through value oriented securities selection.
Protecting you from the uncertainties in life, we will only advise coverage that is right for your lifestyle and circumstances.
Property Advisory Services
Helping clients to understand property financing from a financial planning and risk management perspective. For clients who are seeking to purchase property, we can introduce licensed property advisors. We can also refer clients for mortgage services.