Chartwell Associates

Leading Expatriate Mortgage Broker in Singapore. Specialist expertise in expatriate overseas mortgages including tax efficient financial planning. Residential mortgages worldwide, Investment property, Construction Loans, and Equity Release.

We all have aspirations and life goals. But knowing who and where we want to be is only half the plan. The rest is down to financial security and possessing the right financial tools to achieve those goals. 

Thats where Chartwell Associates – your personal guide to lifes financial journey – comes in. 

Being independent, we have no ties to other financial institutions. This means we can provide professional advice that is objective, independent and transparent.
Our experts specialise in the unique requirements of expatriates and high net-worth individuals living in Asia. With Chartwell, you can keep life great and hassle-free, making the most of the opportunities here and simply leave us to perform the necessary planning on your behalf. 

So whether you've just settled in Asia or you've been here for a while, contact us today to find out more about what we can do to keep your financial future secure.

+65 6225 5707


AREAS OF EXPERTISE

MORTGAGES & LOANS (Worldwide)

  • Residential Mortgages
  • Investment Property/Buy to Let
  • Construction Loans
  • Equity Release
  • Commercial (Limited Locations)

INVESTMENTS

  • Portfolio Evaluation and Assessment
  • Investment Bonds
  • Unit Trusts
  • General 
  • Savings Plans
  • School Fees Planning 

LAND & PROPERTY

  • United Kingdom & Europe
  • South East Asia, Australia & NZ
  • North America & Canada

LIFE ASSURANCE

  • Term Insurance & Whole of Life Plans
  • Critical Illness
  • Partnership & Key Man Cover
  • Group Life Insurance Cover
  • Income Protection Plans

ESTATE PLANNING

  • Estate Planning
  • Inheritance Tax PlanningTrust Structures (Offshore & Onshore)
  • Wills (Multiple Jurisdiction)
  • Enduring Powers of Attorney

PENSIONS / RETIREMENT

  • General Pension Planning & Assessment
  • Personal Pensions
  • UK Pension Transfers QROPS (Qualifying Recognised Overseas Pension Scheme)
  • SIPP (Self Invested Pension Plans)Directors Pensions
  • Employees Pensions
  • Group Pension Schemes
  • Pension Planning for Wives
  • Executive Pension Plans

OFFSHORE STRUCTURES

  • Offshore Company Formation
  • Offshore Trust Structures Offshore Foundations

MEDICAL / HEALTH INSURANCE ADVISOR

  • Expatriate World Wide Health Insurance
  • Group/Corporate Medical Insurance Cover

Chartwell Associates Pte Ltd is a Singapore registered company, licensed by the Monetary Authority of Singapore (License No. FA 1000027), specialising in investment planning for expatriates and high net worth Singaporeans.

Offices: 48A Circular Road, Singapore 049403.

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