At a Glance

Having a sound financial plan matters not just when things are fine. It also matters in bad times, such as with the current COVID-19 situation. With the new DBS TeleAdvisory, you can get advice from our DBS Wealth Planning Managers remotely, from wherever you are.

Figure out your financial needs

Chat with a DBS Wealth Planning Manager to analyse and identify your needs.

Meet up without leaving home

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.

DBS TeleAdvisory is available for free to all existing DBS/POSB customers residing in Singapore.

Learn more

 

Professional financial planning

DBS TeleAdvisory gives you access to our financial planning experts wherever you may be. They’ll tell you if you need to beef up your savings, step up with more protection, or grow your investments. Get your financial health ship-shape for good times and bad.

 

Meet up without leaving home

You may not be meeting up, but your DBS Wealth Planning Manager will still meet your planning needs. With DBS TeleAdvisory, just set up your devices to meet online.

 

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.

 

Get started in 3 simple steps

Get started in 3 simple steps

 

What you’ll need

  1. An email address and mobile number registered with DBS/POSB.
  2. Device with the DBS/POSB-registered number.
  3. At least 1-2 hours set aside for the e-appointment with your DBS Wealth Planning Manager.
 

Customer Eligibility

DBS TeleAdvisory is available for free to all existing DBS/POSB customers residing in Singapore.

Learn more

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