Coverage
Comprehensive
Approach
Client-First
Consultation
Free
At One-Stop Financial, we support every stage of your financial journey, whether you are working toward personal milestones or driving business growth. Our comprehensive range of services is carefully designed to address your unique goals through customised planning and dedicated, one-to-one guidance.
Our Partners
We have gathered industry-leading financial products and investment service providers under one roof, to give you a comprehensive and clear advantage in your financial planning needs.
T&Cs apply. All names, logos, and trademarks mentioned are used strictly for identification purposes only. Their use does not imply any form of affiliation, sponsorship, or endorsement.
For Individuals & Families
Your dreams and aspirations require planning and saving. It's important that you have the right plans to build your wealth by making your money work harder for you. We offer customised financial solutions designed to fit every stage of life.
✔ Young singles, married without kids, married with kids
Life is full of uncertainties. To safeguard you and your loved ones' future, you need to prioritise your planning for adequate protection against life's unexpected events.
✔ Young singles, married without kids, married with kids
With longer life expectancy and the ever-increasing cost of medical treatments, you need to ensure that you protect your wealth by having sufficient medical coverage.
✔ Young singles, married without kids, married with kids
With careful planning, you can leave a legacy that will ensure your family's future. Enhance your wealth and create an immediate estate that can last generations.
✔ Working adults
Cost of education is always rising and it's important to plan for your children's tertiary education early. This is even more important if you plan to send them to study abroad.
✔ For parents with young children
The CPFIS gives CPF members more options in investing their CPF savings. There are many types of investment products available under CPFIS to grow your retirement savings.
✔ CPF members
For Businesses
Key person protection ensures your company is financially secured in the event that a key director or employee falls seriously ill or passes away.
✔ SMEs to MNCs
A business succession plan can ensure smooth transition of ownership and management in the event of retirement, death or disability of partners.
✔ SMEs to MNCs
Cash reserves are vital to companies in emergency situations. The reserve holds money that a business can use when unexpected costs come up.
✔ SMEs to MNCs
Corporate investment describes a way for companies to leverage and utilise capital that may be lying unused in bank deposit accounts.
✔ SMEs to MNCs
A corporate pension plan is a formal arrangement between a company and its employees that provides funding for the employees' retirement.
✔ SMEs to MNCs
Corporate risk management refers to all methods a company uses to minimize financial losses through internal controls of people and technologies.
✔ SMEs to MNCs
Home & Business Loans
We know Singapore home buyers are always faced with the dilemma of choosing between a bank loan or a HDB loan. We help you navigate multiple considerations to make the right choice.
✔ New homeowners, HDB to Bank loan switchers
Whether you're switching from one bank to another, or converting an HDB loan to a bank loan, we help you compare mortgage rates to save on interest.
✔ Existing homeowners on bank mortgages
Access up to $100K working capital to grow your business through the government assisted SME Micro Loan financing scheme.
✔ New & existing business owners
Access up to $300K working capital under the Enhanced SME Working Capital Loan to finance cash flow needs and scale your business.
✔ New & existing business owners
Identifying, assessing and controlling threats to your capital and earnings. Risk includes loss of income due to injury, poor health, and property risks from uncontrollable events.
✔ Working adults
Let us know how we can help you by contacting us
Inspire New Beginnings & Lifelong Generational Wealth
Let us future-proof your backend. You focus on building your lifestyle.