About Chartwell Associates

Your Trusted Wealth Partner in Singapore and Asia

Established in 2006, Chartwell Associates is a premier Fee-Based wealth management company based in Singapore. Because we are independent and Fee-Based we do not rely on commissions or kick-backs and we do not “sell” products.

We specialise in high-quality financial planning tailored to the unique needs of expatriates, Singaporeans and high net worth individuals including US taxpayers, helping them build, manage, and protect their wealth. As a regulated firm, we prioritize ethics and client goals over product sales. 

We’re easily accessible via phone and email, catering to busy expat lifestyles.
Our diverse client base includes young professionals to retirees in Singapore and Asia of all nationalities, offering ongoing investment and tax advice

We are a member of AFA(S) , The Association of Financial Advisers which is the leading representative body recognised by the Monetary Authority of Singapore for the financial advisory profession in Singapore

Logo Afas Chartwell Associates Pte Ltd

We are a member of, The Society of Will Writers which is  is the leading self-regulatory body for Professional Estate Planners, supporting 1700 members and their clients.

Sww Logo Blue Chartwell Associates Pte Ltd

Our Approach

At Chartwell Associates, we take a client-centered approach to financial planning, driven by a commitment to your financial well-being. We understand that every financial journey is unique, and we tailor our advice to align with your individual goals and aspirations.

As a regulated firm, we prioritize ethics and integrity above all else. You can trust that our recommendations are always in your best interest, free from any pressure to purchase specific products.

Behind the scenes, our dedicated team of professionals collaborates to address your specific needs, handling paperwork and working with external experts when necessary. We’re flexible in our communication, offering face-to-face meetings at our offices or the convenience of phone and email.

Whether you’re just starting out in your career, raising a family, nearing retirement, or already retired, our services are designed to support individuals and families at every life stage, providing ongoing investment and tax advice to secure your financial future.

At Chartwell Associates, we’re not just financial advisors; we’re your partners in building, managing, and protecting your wealth.

Chartwell Case Studies

Case One

Mr. P, a Canadian, inquiry about purchasing property in Singapore.

Case Two

MR H, a 37 year old married Kiwi, approached us for mortgage advice

Case Three

Mr & Mrs D contacted us as they needed to re-finance their UK property

Case Four

Mr G, a Brit, contacted us as he had reached age 60 , interesting case

Our Latest Insights

Pexels Pixabay 460672 Chartwell Associates Pte Ltd
Domicile and UK Tax

Domicile and UK Tax Domicile is not the same as nationality or residence. Questions of domicile can be complex but broadly speaking you have your

Read More
Pexels Rijan Hamidovic 2193300 1 Chartwell Associates Pte Ltd
Australian Expats, Property and CGT

Australian Expats, Property and CGT Navigating the complexities of financial obligations and opportunities across borders is a nuanced task, especially for Australian expats. The landscape

Read More