Numisma
Financial planning in Singapore
Singapore Financial Education

Navigating Your Finances with Precision

Numisma works alongside individuals at every income level to build financial structures that are grounded, clear, and built to last. No hype — just considered guidance.

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+65 8749 3216
[email protected]
Shenton Way, Singapore
What We Offer

Three Pathways, One Direction

Whether you are starting with the basics or rebuilding from the ground up, each programme is designed to meet you where you are.

Emergency fund planning

Emergency Fund Strategy Session

A focused, practical engagement to establish or strengthen your financial safety net. Covers assessment of needs, where to park funds, and how to build toward a solid target incrementally.

  • Two advisory sessions
  • Emergency fund calculator
  • Personalised savings timeline
SGD 160 2 weeks
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Systematic investment planning

Systematic Investment Planning

An educational programme for those who prefer a disciplined, consistent investment approach. Topics include dollar-cost averaging, Singapore-based platforms, fund selection, and rebalancing.

  • Three sessions
  • Investment setup guide
  • Progress tracking template
SGD 420 5 weeks
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Comprehensive
Complete financial architecture

Complete Financial Architecture

A holistic advisory engagement addressing cash flow, risk, investments, tax efficiency, retirement, and estate planning. The final deliverable is a living financial document that evolves with you.

  • Seven advisory sessions
  • Comprehensive written plan
  • 18 months semi-annual review access
SGD 1,350 16 weeks
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Why Numisma

Structured Thinking Over Guesswork

Our approach is methodical. We build a picture of your full financial situation before offering any direction. The result is guidance that actually fits your life — not a template applied without thought.

See Our Approach

Assessment First

Every engagement begins with thorough discovery — no skipping ahead.

Education Focused

We explain the reasoning behind each recommendation so you understand, not just comply.

Individually Tailored

Advice calibrated to your income, obligations, and circumstances.

Singapore Context

Guidance attuned to CPF structures, SRS, local platforms, and SGD realities.

Where Would You Like to Begin?

You do not need to have it all figured out before reaching out. A short conversation is often the clearest starting point.

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+65 8749 3216 [email protected]
Common Questions

Things People Usually Ask

Who are these programmes designed for?
Numisma's programmes are suited to working adults and professionals at any income level who want a clearer picture of their finances. Whether you are building your first emergency fund or assembling a comprehensive long-term plan, there is an appropriate starting point here.
Do I need to have savings or investments already?
Not at all. The Emergency Fund session is specifically designed for people who are starting from scratch or want to reassess what they have. You will work through your situation as it stands right now.
How are sessions conducted?
Sessions are held either in person at our Shenton Way office or via video call, depending on your preference. We work around your schedule and aim to keep sessions focused and substantive.
Is this financial advice or financial education?
Numisma offers educational guidance — we help you build the knowledge and frameworks to make informed decisions. We do not provide licensed financial advice as defined under MAS regulations, and we always encourage participants to consult licensed advisers where appropriate.
What is the payment process?
Payment is arranged after an initial enquiry call. We accept PayNow, bank transfer, and major cards. Full payment is requested before sessions commence. There are no hidden costs.
How long until I see results?
The time frame depends on which programme you choose and where you are starting from. What you will notice quickly is greater clarity — a sense of having a plan and understanding what steps come next. Building tangible financial progress takes consistent effort over time, and our programmes are designed to support that.
Our Location

Visit Us in Singapore

5 Shenton Way, #33-01, UIC Building, Singapore 068808

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Let's Talk About Your Situation

Contact Details

Address

5 Shenton Way, #33-01
UIC Building
Singapore 068808

Working Hours

Mon – Fri: 9:00 am – 6:00 pm
Sat: 10:00 am – 1:00 pm
Sun & Public Holidays: Closed

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