At a Glance
Having a sound financial plan matters. With DBS TeleAdvisory, you can get personalised advice from our DBS Wealth Planning Managers remotely.
Figure out your financial needs
Chat with a DBS Wealth Planning Manager to analyse and identify your needs.
Chat with us on the go
No physical meet-ups needed. Get connected online to a DBS Wealth Planning Manager from anywhere.
Fully digital process
Skip the hard copies and wet signatures. Complete everything online, from documents to payments.
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Connecting with our DBS Wealth Planning Managers is available for free to all DBS/POSB customers residing in Singapore. Chat now with our friendly Wealth Planning Managers. Alternatively, you may leave your contact details and we will get in touch soon. |
Professional financial planning
Access financial planning advice build good money habits – whether it’s to beef up your savings, step up with more protection, or grow your investments. With DBS Wealth Planning Managers, your financial health will be in ship-shape for good and bad times.
Digital all the way
We’ve made the process completely digital and seamless, from paperwork to payment. Get soft copies of documents e-mailed to you. Pay online without visiting a branch. You don’t even have to sign anything – give us your verbal consent and your DBS Wealth Planning Manager will take care of the rest.
What you’ll need
- An email address and mobile number registered with DBS/POSB.
- Device with the DBS/POSB-registered number.
- At least 1-2 hours set aside for the e-appointment with your DBS Wealth Planning Manager.
Chat now with our friendly Wealth Planning Managers, or leave your contact details here and we’ll reach out to you as soon as possible.
(This chat service is available from 9am to 6pm on Mon to Fri, excluding Public Holidays.)
Read our "Terms of Use" (Mandarin and Bahasa Indonesia versions available)
