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DVA Workflows · Personal branding package

Personal Branding Website for Financial Advisors in Singapore

This is our $350 SGD one-time personal branding website package for Singapore financial advisors. Every build includes an advisor profile, savings and planning insights that show how you think, a testimonials section, and a consultation booking form alongside one-tap WhatsApp enquiry.

No retainer and no monthly platform fee — you own the site, and you can point it at your own domain or host it on ours. The demo further down this page is a live example of exactly what an advisor site looks like when it ships.

One-time fee

$350 SGD

  • Advisor profile with focus areas and specialisation
  • Savings and planning insight articles
  • Client testimonials section
  • Consultation booking form plus WhatsApp enquiry
  • Mobile-first build, deployed and search-ready
Build my website

Configure it yourself in a few minutes — pay only when you go live.

WHYWhy it matters

Why Every Financial Advisor Needs a Personal Branding Website

Six reasons advisors move off a company microsite and onto a page they actually own.

  1. 01

    People search your name before they reply

    After the first meeting your prospect looks you up. A page you control decides what they find, instead of a company microsite and a social grid.

  2. 02

    Referrals become frictionless

    One link does the introduction for you. Your client forwards it in a chat and the other person gets your story, your proof and a way to reach you in one tap.

  3. 03

    Your proof lives in one place

    Testimonials, insight articles and your focus areas sit together, instead of being scattered across chat threads and screenshots.

  4. 04

    It's ready the moment you run ads

    Boosted posts and search ads need somewhere to land. Sending traffic to a real page with a booking form converts far better than a generic contact link.

  5. 05

    You own it

    Change firms and your website, content and enquiries come with you — nothing resets and no one takes the page down.

  6. 06

    It reads on a phone in 30 seconds

    Built mobile-first, so the person scrolling on the MRT gets who you are, who you help and how to start — without pinching to zoom.

FAQCommon questions

Before you order the package

How long does setup take?

Your site goes live within the day, watermarked, as soon as payment is received. From there, updates to your content — photo, insights, testimonials — reflect live within minutes through your portal, no waiting on us.

Can I use my own domain?

Yes. Buy any domain you like and we'll map it to your site — you'll still log into your DVA Workflows portal to manage your content, but your public page will load under your own domain. Alternatively, skip this and we'll host you on a free DVA Workflows subdomain instead. Domain purchase itself isn't included in the $350 SGD fee.

Can I update my content myself?

Yes. Your profile, insight articles, and testimonials are editable from your portal, so you can publish a new note without waiting on us.

Is there an ongoing subscription?

No retainer. The $350 SGD is a one-time build fee, valid for 5 years from activation. Later changes are charged per request — small edits from $30, simple functions from $100.

Live example below

Live example: an advisor site built on this package

Everything below is a fictional demo persona — Sarah Lee is not a real advisor, and the statistics, articles and testimonials are sample content used to show the layout and client flow.

Singapore financial planning

Personalized financial planning built on trust & clarity.

Hello! I'm Sarah, and I help individuals and young families make sense of their money — protection, savings and retirement, one step at a time.

Money is personal. My approach is open conversation, patient listening and simple explanations, with no high-pressure jargon and no product pitched before I understand your numbers.

Connect on WhatsApp
Portrait of Sarah Lee, Financial Planner

Sarah Lee

Financial Planner

Client-first planning
Families advised
300+
In financial planning
8 yrs
First review session
45 min
Cost of first chat
$0
01Savings tips & insights

Practical notes on better money habits

Short, jargon-free write-ups from the questions clients ask me most often.

Savings Habits12 Jan 26 · 4 min read

The 50/30/20 Rule, Adapted for Singapore Salaries

Most budgeting templates ignore CPF. Here is how I help clients split their take-home pay so saving happens automatically instead of at the end of the month.

  • Work off take-home pay after CPF, not gross salary
  • Automate a standing instruction on payday, not payday+20
  • Keep 3–6 months of expenses in a separate high-yield account
Emergency Funds27 Feb 26 · 3 min read

Five Small Money Leaks That Quietly Cost You $3,000 a Year

Nobody gets wealthy by skipping coffee — but unreviewed recurring costs really do add up. These are the five leaks I see most often in a first financial review.

  • Overlapping insurance riders you no longer need
  • Idle cash sitting in a 0.05% savings account
  • Auto-renewing subscriptions and unused memberships
02How I work

A review process, not a sales call

The same three stages for every client, whether you're starting out or restructuring an existing portfolio.

  1. Step 01

    Understand your numbers

    We map take-home pay, CPF contributions, existing policies and commitments before a single product is discussed.

  2. Step 02

    Close the real gaps

    You see exactly where you're over-insured, under-insured, or holding idle cash — with the trade-offs written in plain English.

  3. Step 03

    Review, not set-and-forget

    We revisit the plan yearly, or whenever life changes: a new job, a first home, or a new addition to the family.

03Social proof

What Clients Say

Clear, stress-free guidance

I was always intimidated by financial planning, but working with Sarah felt completely different. She took the time to explain everything clearly and never rushed me into decisions. I finally feel in control of my savings and insurance.
— Serena T., Marketing Executive

Thoughtful and trustworthy

Sarah listened carefully to what our family actually needed rather than pushing pre-packaged solutions. Her earnest and genuine approach gave us total confidence that our best interests were at heart.
— David & Min, First-Time Homeowners

Patient and supportive

What I appreciate most about Sarah is her patience. She answered all my endless questions with so much grace and helped me set up a realistic plan for my future without making me feel overwhelmed.
— Rachel K., Software Engineer
04Next step

Schedule a complimentary chat

No obligations — just an honest 45-minute conversation about where you are today and what's worth fixing first.