Chinese-speaking Financial Consultant in Singapore
Chinese-speaking families living in Singapore, and individuals, families and business owners planning to move here, often want to discuss savings, protection, investment and legacy planning in their own language. This page explains how to find and verify a financial consultant in Singapore, and the Mandarin-language financial planning services provided by Zhong Qi (星洲枇杷).
How to find a licensed financial consultant in Singapore
Financial adviser representatives in Singapore must be registered with the Monetary Authority of Singapore (MAS), and anyone can check online for free. Two public records are worth checking:
- The firm: search the MAS Financial Institutions Directory (eservices.mas.gov.sg/fid).
- The representative: search the MAS Financial Institutions Representatives Register (eservices.mas.gov.sg/rr) for the representative number, registration status and regulated activities.
How to verify a consultant
To verify Zhong Qi:
- Open the MAS Financial Institutions Representatives Register: eservices.mas.gov.sg/rr
- Enter the representative number ZQ-300902203
- Check the registration status, principal firm and regulated activities
Zhong Qi is a Financial Consultant with the EVEREST team, representing Great Eastern Financial Advisers (GEFA). The MAS register is the authoritative source.
Services available in Mandarin
Languages: Mandarin and English. All services are provided in Singapore under Singapore regulations:
- SGD / USD savings planning
- Life protection and legacy planning
- Investment planning
- Medical, critical illness, accident protection and employee benefits planning
- Bank and private banking account opening
- Company incorporation, corporate secretarial, accounting and tax filing
- Residency planning (Singapore self-employed EP and other overseas residency)
- Education planning (Singapore school recommendations, applications, student pass)
Zhong Qi does not provide tax or legal advice, and does not promise investment returns, underwriting outcomes or residency application results.
How a consultation works
- Initial conversation: 30–60 minutes to understand your family, goals and concerns; online or in person.
- Needs analysis: a Fact Find and risk profiling as required by Singapore regulations.
- Recommendation: a written proposal with explanations.
- Application: applications or account opening through the formal process in Singapore.
- Delivery: implementation and a walkthrough of the documents.
- Ongoing service: annual reviews, changes and claims assistance.
Book a consultation (form in Chinese), or contact Zhong Qi on WhatsApp +65 8722 1432 or by email at [email protected].
FAQ
Do financial advisers in Singapore need to be registered with MAS?
Yes. Financial adviser representatives in Singapore must be registered with the Monetary Authority of Singapore (MAS), and anyone can check the MAS Financial Institutions Representatives Register (eservices.mas.gov.sg/rr) free of charge.
How can I verify Zhong Qi?
Open the MAS Financial Institutions Representatives Register at eservices.mas.gov.sg/rr and search for representative number ZQ-300902203 to see the registration status, principal firm and regulated activities.
Does Zhong Qi provide services in Mandarin?
Yes. Services are available in Mandarin and English, online by video or Zoom, or in person at 65 Chulia Street
What should I prepare before a consultation?
Just the questions you want to solve, such as children's education, retirement, family protection, company setup or residency planning, plus a rough idea of your family members, country or region and residency status. Identity and bank documents are only requested during the formal process.
Where are the services provided?
All services are provided in Singapore under Singapore regulations; specific proposals follow Singapore's formal processes and official documents.
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