Start with the goal
Define what the money is for, when you may need it and what you can set aside.
Savings & investment planning · Singapore
Know what you’re committing to before you invest.
Discuss your goals, time horizon and budget. Understand access to your money, costs and risks before considering a savings or investment plan.
- Match your plans to your goals and timing
- Understand costs, access and commitments
- Discuss risk before potential returns
Request my reviewComplimentary first conversation.
No obligation to buy.
No obligation to buy.
Upfront with you: I represent Prudential. Product recommendations, if discussed, are from Prudential’s range.
Here to listen. Ready to explain.
PrudentialSenior Financial Consultant
MDRT 2024Million Dollar Round Table qualifier
Verifiable representativeCheck my status ↗
★★★★★
“She was very patient throughout the whole appointment and her explanations were all very detailed.”
What you get from a review
Your savings & investment review
Start with your questions. We’ll agree what to look at and the time needed. A fuller policy review can follow if useful.
Understand the trade-offs
Discuss access, charges, time commitments and the potential for loss.
Consider suitable options
Explore relevant Prudential savings and investment options with the risks and terms explained.
Investment plansAlso known as Investment-Linked Plans (ILPs). Market risk, charges and policy terms apply.
Savings plansCommonly structured as Endowment Plans. Understand guaranteed and non-guaranteed benefits, access and surrender terms.
Does this sound familiar?
A good time to
take a closer look.
You do not need to understand every product term before asking a question.
- You have savings but are unsure of the next step
- You want to start setting money aside regularly
- You’re saving for a goal with a clear timeframe
- You want to understand a plan before signing
- You’re reviewing an existing savings or investment plan
- You’re unsure how much risk you’re comfortable with
No surprises
Here’s how we start.
You choose whether to take the next step. No documents or financial figures are needed to enquire.
- 01
Tell me your question.
Let me know what you’d like help with and how you prefer to be contacted.
- 02
Agree a time together.
I’ll personally reach out to arrange a video call or a meeting in Singapore. We’ll agree the duration beforehand.
- 03
Talk it through.
Start with your priorities. We’ll discuss what to review and any next steps, at your pace.
Helpful for the review: The goal you have in mind, its timeframe and any existing plan details.
From the people I’ve worked with
Patient. Transparent.
Easy to talk to.
Patience & budget
★★★★★
“She was very patient throughout the whole appointment and her explanations were all very detailed. She also kept checking up on me if I understood the plans and she did her best to accommodate to my budget.”
Transparent explanations
★★★★★
“Every single detail was shared clearly and with transparency. Would definitely refer her to those who want to know more about insurance and investments.”
Knowledge & comfort
★★★★★
“It was a pleasant and knowledgeable meeting, combined with familiarity and comfort.”
Excerpts from client reviews. Individual experiences may differ.
Why work with Syarafana?
Experience to guide you.
Patience to explain.
I’m a Senior Financial Consultant with Prudential Assurance Company Singapore (Pte) Ltd. My clients’ words above reflect the approach I aim to bring: listen first, explain the details and work within your budget.
I represent Prudential; I’m not an independent adviser comparing the whole market. Verify my representative status ↗
Milestones, with the dates attached
- MDRT qualifier
- 2024
- Prudential Star Club
- 2024
- Quality Club Elite
- 2024
- One GAM Group Top Rookie
- 2022
View original recognition photographs
Before you decide
Fair questions.
Straight answers.
Will I have to buy a plan?
No. You can ask questions and consider your options without an obligation to purchase.
Is there a consultation fee?
The first conversation is complimentary. If further meetings are useful, we’ll agree the scope and any fees before you proceed. Product premiums and charges are separate and will be explained before a purchase.
Can we look at policies from other insurers?
Yes, we can discuss your existing policies and how they fit your current circumstances. Any new product recommendations I make are from Prudential’s range.
How long will it take, and where do we meet?
We’ll agree the duration based on your question and whether you need an introductory conversation or a fuller review. You can choose a video call or meet in Singapore. Enquiring does not reserve an appointment.
Will this sign me up for marketing?
No. Your contact details are for responding to this enquiry and arranging the conversation. You can tell me if you no longer want a follow-up.
Start with one question
What are you saving or investing towards?
You don’t need to choose a plan today. Tell me what’s on your mind, and we’ll work out a useful place to start.
- Complimentary first conversation
- Video call or in person
- No obligation to purchase
Product recommendations, if discussed, will be from Prudential’s range.
Not ready to speak with someone yet?Try the 2-minute Financial Health Check ↗
A general educational starting point, not personalised advice.
A personal reply from Syarafana
Let’s start a conversation.
To arrange your conversation, email me with the question you’d like to discuss. No policy documents or financial figures are needed.
Email Syarafana syarafana@pruadviser.com.sgI’ll personally reply to arrange a suitable time. Emailing is an enquiry, not a confirmed appointment.
Your request is in.
I’ll personally reach out using your preferred contact method to arrange a suitable time.
Choose a timeNo appointment is confirmed until a time has been agreed.
Your question comes first. You decide what happens next.