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DBS TeleAdvisory
Let us help you plan your finances in the comfort of your home.
DBS TeleAdvisory
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 DBS/POSB customers residing in Singapore. Chat with our friendly Wealth Planning Managers now. (This chat service is available from 9am to 6pm on Mon to Fri, excluding Public Holidays.) Alternatively, you may leave your contact details and we will get in touch soon. |
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
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.
Customer Eligibility
DBS TeleAdvisory is available for free to all DBS/POSB customers residing in Singapore.
To learn more, chat with our friendly Wealth Planning Managers now. (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)
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