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POSB 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 POSB TeleAdvisory, you can get advice from our POSB Wealth Planning Managers remotely, from wherever you are.
POSB TeleAdvisory is available for free to all existing 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.
Read our Terms of Use (Mandarin and Bahasa Indonesia versions available)
Professional financial planning
POSB 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 POSB Wealth Planning Manager will still meet your planning needs. With POSB 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 POSB 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 POSB Wealth Planning Manager.
Customer Eligibility
POSB TeleAdvisory is available for free to all existing DBS/POSB customers residing in Singapore.
Learn more
Read our Terms of Use (Mandarin and Bahasa Indonesia versions available)
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