Established
in 1997, Jordan Huebner is a Singapore-based independent
financial advisory firm committed to provide quality
financial planning and consultancy services to our clients.
We started off as insurance brokers and moved on to financial
advisory after Financial Advisory Act came into effect in
2002.
We have
a good-sized team of about a dozen dedicated consultants
with diverse backgrounds and experience. Many of
us are veterans in the financial planning industry, some
with over 20 years of relevant experience. Our team includes
holders of the distinguished Certified Financial Planner
(CFP)
certification and members who have consistently qualified
for the prestigious Million Dollar Round Table.
At Jordan
Huebner, we appreciate that every client is unique. Our
goal is to understand your individual needs and risk profiles,
then work out a customized solution that best fits your requirements.
Our expertise
covers the comprehensive range of services including
risk management, investment planning, estate planning, education
funding, retirement planning and tax management.
Because
we are not tied to any one service provider, we are independent
and therefore able to offer the best-of-breed solutions from
a vast portfolio of local and global services to our customers.
We are committed
to helping people achieve better control over
their finances and life goals.
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