Client Success Story
Expat-Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

Expat-Focused Financial Planning Firm Expands in Niche SG Market

Qualified Appointments
46
Follow-ups
39
Requests For Information
70
Prospects Reach
392
Industry
Financial Services
Location
Singapore
Headquarters
Singapore
Campaign Type
Appointment Setting
Target Location
Singapore
Target Industries
Consumers
Target Contacts
UK Expatriates

The Client

The Client is a Singapore-based financial advisory firm that specializes in tax, investment, pension, and estate planning for British expatriates living in SG.

The Challenge

The Client offers several lines of financial planning services to expats currently working and residing in Singapore. The firm’s client portfolio primarily consists of UK expatriates, which has seen a steady year-over-year growth since its inception. The Client has also received a number of industry awards and recognition as one of Singapore’s leading and most trusted financial advisory groups.

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