Bacall and Associates Singapore: About Us

The Bacall and Associates is a well-respected independent investment consultancy firm with a specialty on helping business-owners and families create a financial strategy that provides them the confidence to make well-informed investment decisions for a stable future.

What makes us a unique and leading company?

As a firm that offers investment strategies, we take pride in our long and successful experience in the business. With Bacall and Associates, you can arm yourself with a strong, working financial approach which allows you to chart your own financial road map well into the distant future.

EXPERTISE

As a firm that offers investment strategies, we take pride in our long and successful experience in the business. With Bacall and Associates, you can arm yourself with a strong, working financial approach which allows you to chart your own financial road map well into the distant future.

INDEPENDENCE

We are not affiliated or connected to any certain bank or insurance company. As an independent firm, we can provide viable and unbiased solutions through financial plans which are not fettered or tainted by any conflict of interest.

CLARITY

We disclose every process of compensation in written form to our customers.

SERVICE

We work as a team for our customers. That is, you can rely on each employee at our firm to collaborate closely with you to help you achieve your financial goals.

KNOWLEDGE

We continue to involve ourselves actively in the process of gaining education; and as such, each team worker achieves and maintains proper professional certifications.

PARTNERSHIPS

We stand always ready to assist you in reaching your cherished destination through strategic collaboration with dependable professionals.

Bacall and Associates trusts in the customers’ capability to acquire success by going through the process of developing and implementing an extensive financial strategy, utilizing the knowledge and experience of other third-party professionals if needed for their particular situations.

Aside from working with the clients’ current advisors, we have involved excellent strategic associates in different specialized fields to augment our service to our customers. We take pleasure in arranging a meeting to introduce our customers to our esteemed associates.

TAX PLANNING AND ACCOUNTING

Customers often look around for help from a professional tax advisor to successfully launch a financial plan. Our company will work closely with your current tax advisor, or refer you to another advisor who will fit your unique needs.

LEGAL

Customers, likewise, will seek the assistance of a lawyer or legal firm to successfully launch a financial plan. They may ask a lawyer to update a will, a power-of-attorney, a trust document or a health-care directive. Moreover, they might also require more intricate legal documents, such as shareholder contracts. Our company will collaborate with the clients’ current legal advisor(s), or we will refer them the appropriate law firm.

INVESTMENT CONSULTING

In accordance with the financial planning procedure, we require the initial establishment of the type of money management best suited to each customer. For particular customers, the knowhow of a ready close-in financial counselor may be the right procedure for attaining objectives. We will likewise collaborate with the customers to ensure that the type of professional money management chosen benefits them the most. If necessary, the assistance of an investment counselor will be provided to our clients by referral.

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