Coastal Retirement Planners | Secure Your Retirement in Singapore

Your Trusted Partner for a Secure Retirement

Founded with a vision to bring clarity and confidence to retirement planning for individuals and families across Singapore, Coastal Retirement Planners has grown into a respected firm known for its integrity and client-first approach. Our journey began decades ago when our founding partners recognized the increasing complexity of retirement savings, pensions, and investments in a rapidly evolving economy. They established a firm rooted in strong ethical principles and a deep understanding of the unique financial landscape in Singapore and the wider region.

Today, our seasoned team of financial advisors brings a wealth of collective experience, navigating market cycles, regulatory changes, and personal financial challenges. We are passionate about building long-term relationships with our clients, acting not just as advisors, but as trusted partners who walk alongside you throughout your retirement journey. We understand that retirement planning is not a one-time event, but a dynamic process that requires ongoing review, adaptation, and personalized attention.

Our mission is straightforward: to empower you to achieve the retirement you envision by providing expert, unbiased financial advice. We believe that everyone deserves a secure and comfortable retirement, and we are committed to making that a reality for our clients through meticulous planning, disciplined investment strategies, and comprehensive wealth management. We prioritize open communication, ensuring you fully understand your options and feel confident in the decisions you make for your future. Our commitment extends beyond just numbers; we aim to provide peace of mind, knowing your financial future is in capable hands.

Professional team members discussing financial plans in an office setting.

Planning Your Retirement: Our Key Areas

We take a holistic and personalized approach to retirement planning, addressing every crucial aspect of your financial life to build a comprehensive and resilient plan.

Retirement Income Planning

Illustration of retirement income streams

Designing a sustainable and predictable income stream is the cornerstone of a successful retirement. We help you analyze potential sources like CPF payouts, personal savings, investments, annuities, and property, creating a strategy that ensures your income lasts throughout your post-work life while meeting your lifestyle needs.

Investment Management

Growing and protecting your retirement nest egg requires careful investment strategies tailored to your risk tolerance, time horizon, and goals. We provide expert management, diversification advice, and ongoing portfolio monitoring to help your savings work hard for you while mitigating potential downturns.

Financial Planning

Retirement planning intersects with many other areas of your financial life. Our comprehensive approach includes budgeting, debt management, tax considerations, insurance needs, and more, ensuring all pieces of your financial puzzle fit together seamlessly to support your retirement goals.

Legacy Planning

Symbols representing inheritance and legacy

Planning for the future involves considering how you wish to pass on your wealth. We assist with strategies for wealth transfer, estate management, and charitable giving, helping you ensure your legacy is managed according to your wishes, providing security for future generations.

Illustrative image representing financial growth or planning stages.

Why Join Our Newsletter?

Unlock valuable insights and stay ahead in your retirement planning journey. Our newsletter is packed with expert insights, market analysis, and actionable tips designed specifically for the Singapore context.

Subscribing to the Coastal Retirement Planners newsletter is your direct link to staying informed and making smarter decisions about your financial future. We understand that the world of finance, especially retirement planning, can seem daunting. That's why we distill complex information into clear, actionable advice that you can use immediately. Our newsletter is more than just market updates; it's a source of empowerment, providing you with the knowledge to navigate your financial landscape confidently.

You'll receive tailored content that addresses the specific nuances of retirement planning in Singapore, from CPF strategies to local investment opportunities and relevant regulatory changes. We aim to equip you with the tools and understanding needed to optimize your savings, grow your wealth prudently, and ultimately achieve the secure and comfortable retirement you've worked hard for.

By subscribing, you will:

Receive expert analysis on market trends specifically affecting retirement funds and investments in Singapore and globally.
Get practical, actionable tips for optimizing your retirement income sources and ensuring longevity of your funds.
Learn about important changes in pension regulations, CPF rules, and other financial laws relevant to retirees and pre-retirees.
Gain access to exclusive content, guides, and notifications about upcoming webinars or events hosted by our experts.
Understand effective strategies for wealth preservation and growth, ensuring your savings are protected against inflation and other risks.

Don't miss out on the insights that can make a real difference in your retirement journey. Join our growing community today.

Stay Informed. Subscribe Today.

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What Our Clients Say

Hear from individuals and families in Singapore who have partnered with Coastal Retirement Planners to build a secure future.

"Coastal Retirement Planners gave me the clarity and confidence I needed to plan for my future. Navigating post-retirement finances felt overwhelming, but their team simplified everything, explaining complex options in a way I could easily understand. They crafted a personalized plan that perfectly aligned with my goals and risk comfort level. I feel so much more secure knowing my finances are well-managed."

Tan Ah Kow

Retired Engineer, Singapore

"The pension fund advisory from Coastal Retirement Planners was invaluable. As a small business owner, my retirement situation was different from that of employed individuals. They provided tailored advice on leveraging CPF, supplementing with private pensions, and structuring investments for long-term stability. Their expertise in the local context made all the difference. I can now focus on my business knowing my retirement is on track."

Lim Mei Ling

Small Business Owner, Singapore

"Wealth preservation seemed complex, but Coastal Retirement Planners simplified it for me. I was concerned about passing on assets efficiently and protecting them from potential risks. Their guidance on legacy planning and estate management was professional and empathetic. They helped me create a clear roadmap for wealth transfer, giving me peace of mind about securing my family's future."

David Lee

Financial Consultant, Singapore

"Planning for retirement while managing current expenses felt overwhelming. Coastal Retirement Planners helped me see a clear path forward. They reviewed my current financial situation, projected potential retirement scenarios, and helped me set realistic goals. Their step-by-step approach made the entire process manageable and less daunting."

Chloe Lim

Marketing Manager, Singapore

"I approached Coastal Retirement Planners for investment advice specifically for my retirement portfolio. Their recommendations were well-researched and explained clearly. They considered my specific needs as I neared retirement and suggested strategies focused on stable income generation alongside long-term growth. I appreciate their disciplined approach and transparency."

Rajesh Samy

Retired Educator, Singapore

Meet Our Team

Our experienced advisors are dedicated to guiding you towards a secure retirement.

Daniel Tan

Senior Retirement Strategist

Daniel has over 20 years of experience helping clients in Singapore build robust retirement plans. His expertise includes complex financial modeling and risk management.

Sarah Wong

Wealth Management Advisor

Sarah focuses on investment strategies and wealth preservation techniques tailored for long-term financial independence. She is passionate about educating clients.

Muhammad Ishaq

Client Relations Lead

Ishaq ensures every client receives personalized attention and support throughout their journey with us. His focus is on building trust and understanding client needs deeply.

Connect with Our Team

Have questions about your retirement planning or our services? Reach out to us today. We're here to help you take the next step towards a secure financial future.

Get In Touch

We welcome you to contact us via phone, email, or by visiting our office in the heart of Singapore's financial district.

Call Us: +65 6221 5888

Email Us: info@

Visit Us:
137 Cecil Street, #15-01,
Singapore, 069535

Our office is conveniently located and accessible. We recommend scheduling an appointment to ensure dedicated time with an advisor.