Planners Inc

Planners Inc is a financial consulting firm, representing the leading financial institution in South East Asia. We are also a founding partner of The Confidant Group, one of the leading agency alliances in Singapore.

We are a trusted adviser to successful professionals and business owners, helping tackle and solve 2 of the biggest challenges a professional faces in daily life today.

One, limited resources. It's the economics of personal wealth, limited resources, unlimited wants.

We help successful professionals and business owners achieve efficient and effective allocation of their financial resources. With our Financial Waterfall Money Management Methodology, we help balance current consumption with delayed gratification and turn their worries about the future into certainty and in so doing, accelerate getting clients to financial independence earlier.

Two, finding great satisfaction and deep meaning and fulfillment in our chosen professions.

We are obsessed about personal and professional growth; and developing the kind of environment, culture and standards for top performers to thrive in. We help people figure out their purposes in life. We help our clients and associates achieve not just success, but fulfillment and ikigai.

“Be Assured. Be Future Confident.” is our firm’s slogan and mission. Our partners trust in us to provide certainty and clarity, and in so doing, assurance in life and confidence in their futures.

A high performing, fun loving, open communication, non hierachical culture with common focus on personal development, mentoring, enhancing relationships and building leaders and top performers. And food, and travels, too.