Get connected to advisors, while staying anonymous

We are a personal finance platform. We created this service to provide a venue for users to get a second opinion on personal finance matters without the fear of sales talk.

Our service is for anyone seeking personal financial advice, including financial planning, budgeting, insurance, and investments.

Upon signing up, you'll be matched with an advisor and meeting details will be sent to you. During the session, you can freely consult about personal finance matters comfortably. To ensure a pleasant experience, the advisor is not allowed to initiate any sales or contact you directly. This way, you can benefit from their knowledge and expertise without any pressure.

While our advisors provide valuable insights and guidance, it should not be considered financial advice unless explicitly stated otherwise. We recommend doing your own due diligence and speaking to different professionals, even within this platform to get a well-rounded perspective.

Each session is designed to last 30 minutes. If it goes beyond that, it is at the advisor's discretion.

Advisors are not allowed to conduct any sales during the session. If you wish to consult the advisor for a follow-up, please indicate this in the Post Session Form or email us at hello@daretofinance.com to arrange it. The sales process can only be initiated by you, either for a second meeting or to receive specific recommendations.

Please inform us immediately using the Post Session Form at the end of the session.

Our advisors come from diverse backgrounds, including existing licensed advisors, personal finance coaches, and even retired financial advisors. All are dedicated to helping you with your financial needs.

The small initial fee of $5 helps us ensure that only serious individuals seek advice. Our advisors provide their services out of goodwill, and this fee also helps us respect and value their time.

The session itself is free. However, we highly encourage you to tip the advisor after the session. Your tips help keep this initiative sustainable and show appreciation for the advisor's time and expertise.

Signing up is simple: just provide your email address so we can send you the meeting details. No other personal information is required.

Yes, during the session, the advisor is not allowed to ask for your contact information. Your identity remains confidential.

Your email is kept confidential, and advanced security measures are taken to protect your data and ensure your identity remains private during the session. Any documents that need to be shared can be sent to us first, where all sensitive information will be redacted before being seen by the advisor.

Advisors go through a rigorous selection process, including background checks and evaluations of their professional qualifications.

You can ask any follow-up questions or to schedule additional sessions through the Post Session Form or alternatively write to us at hello@daretofinance.com.

After each session, you will have the opportunity to provide feedback through the Post Session Form sent to you via email. Please fill it out as it helps us maintain the quality of our services and the partners we work with.

Yes, our advisors are equipped with extensive knowledge of CPF and other local financial instruments.

You can reschedule your session through the link initially sent to you via email. For any adhoc enquiries, you may email us at hello@daretofinance.com.

This service goes beyond just insurance. Unlike our insurance planning service, this platform allows you to stay anonymous and strictly no conduct of sales.