Partnerships

A trusted and agile partnership model

Building trusted partnerships is at the heart of our mission. We foster collaborative relationships that empower our clients to achieve their financial goals through tailored strategies and expert insights.

Partnerships

A trusted and agile partnership model

Building trusted partnerships is at the heart of our mission. We foster collaborative relationships that empower our clients to achieve their financial goals through tailored strategies and expert insights.

Partnerships

A trusted and agile partnership model

Building trusted partnerships is at the heart of our mission. We foster collaborative relationships that empower our clients to achieve their financial goals through tailored strategies and expert insights.

Benefits of Partnerships

Specialised Expertise Access

Through our independent specialist network of partners, clients gain access to niche expertise in UK and Australia tax planning, UK legal services, and Investment Management. We have the ability to engage points from whole of market, for the benefit of our clients.

Agile Service Delivery

Our partnership model enables rapid response to changing client needs and market conditions. Unlike large institutions constrained by internal bureaucracy, we can quickly engage new specialists or pivot strategies based on evolving regulatory landscapes or investment opportunities.

Conflict-Free Recommendations

By partnering with independent specialists rather than employing product-tied advisors, we eliminate conflicts of interest that plague larger firms. This ensures our recommendations are driven purely by client benefit rather than internal sales targets or product commissions.

Cost-Effective Excellence

Our flexible partnership structure allows us to provide institutional-quality expertise without the overheads of large firms. Clients receive premium specialist knowledge at boutique pricing, with the ability to scale services up or down based on their specific requirements and market conditions.

Mr Joseph F

Chartered Accountant

Sam created a clear investment strategy tailored to my needs, explained every option thoroughly, and answered all my questions with great patience. I feel confident knowing my portfolio is in the hands of someone I can truly trust.

Mr Joseph F

Chartered Accountant

Sam created a clear investment strategy tailored to my needs, explained every option thoroughly, and answered all my questions with great patience. I feel confident knowing my portfolio is in the hands of someone I can truly trust.

Mr Joseph F

Chartered Accountant

Sam created a clear investment strategy tailored to my needs, explained every option thoroughly, and answered all my questions with great patience. I feel confident knowing my portfolio is in the hands of someone I can truly trust.

Investment Philosophy

At Obsidian, our investment philosophy centres on a disciplined, evidence-based approach grounded in rigorous research and long-term value creation. Here are the pillars that define our strategy.

Access to specialist management

Recognising that some clients require more bespoke investment management, Obsidian has partnered with several highly reputable Discretionary Fund Managers (DFMs). Each DFM underwent rigorous due diligence and offers preferential rates for Obsidian clients. All our DFM partners are aligned with our strategic philosophy, maintaining a long-term view and resisting frequent, speculative changes.

ESG Investment

Corporate Asset Management

US Tax reporting to the IRS

Bespoke portfolio construction

Individual securities - single stocks and ETF's

Start the conversation today

Schedule a complimentary consultation to explore how our boutique approach can address your specific needs with transparency, precision, and genuine care.

Start the conversation today

Schedule a complimentary consultation to explore how our boutique approach can address your specific needs with transparency, precision, and genuine care.

Start the conversation today

Schedule a complimentary consultation to explore how our boutique approach can address your specific needs with transparency, precision, and genuine care.

Appointed Representative of Synergy Financial Advisers.

Mission & Vision

Core Values

Investment Philosophy

Locations

The investment landscape

Systematic, evidence-based investing

Tailor-made services

Most common questions

Benefits of Partnerships

Access to specialist management

Key Insights

Obsidian Financial Planning

3 Temasek Ave,

Level 18, Centennial Tower,

Singapore 039190

Tel: +65 6950 0695

Disclaimer | General Advice
Obsidian Financial Planning, a team representing Synergy Financial Advisers Ltd - UEN: 201217738K | FA Licence No. FA100050; Barrie Samuel George, RNF No.: BSG300134621, is an authorised representative of Synergy Financial Advisers Ltd. Telephone: +65 6950 0695. Email: enquiries@obsidianfp.com. Website: www.obsidianfp.com.

The information contained on this website is provided for general informational purposes only and does not constitute financial advice, recommendation, or solicitation to buy or sell any financial product. The views expressed are solely those of the author and do not represent the opinions of any financial institution or regulatory authority. While efforts are made to ensure accuracy, no warranty is given as to the completeness or reliability of the information provided. You should not rely solely on the content herein for making financial decisions and are strongly advised to seek independent, qualified financial advice tailored to your individual circumstances. This advertisement has not been reviewed by the Monetary Authority of Singapore.

Appointed Representative of Synergy Financial Advisers.

Mission & Vision

Core Values

Investment Philosophy

Locations

The investment landscape

Systematic, evidence-based investing

Tailor-made services

Most common questions

Benefits of Partnerships

Access to specialist management

Key Insights

Obsidian Financial Planning

3 Temasek Ave,

Level 18, Centennial Tower,

Singapore 039190

Tel: +65 6950 0695

Disclaimer | General Advice
Obsidian Financial Planning, a team representing Synergy Financial Advisers Ltd - UEN: 201217738K | FA Licence No. FA100050; Barrie Samuel George, RNF No.: BSG300134621, is an authorised representative of Synergy Financial Advisers Ltd. Telephone: +65 6950 0695. Email: enquiries@obsidianfp.com. Website: www.obsidianfp.com.

The information contained on this website is provided for general informational purposes only and does not constitute financial advice, recommendation, or solicitation to buy or sell any financial product. The views expressed are solely those of the author and do not represent the opinions of any financial institution or regulatory authority. While efforts are made to ensure accuracy, no warranty is given as to the completeness or reliability of the information provided. You should not rely solely on the content herein for making financial decisions and are strongly advised to seek independent, qualified financial advice tailored to your individual circumstances. This advertisement has not been reviewed by the Monetary Authority of Singapore.

Appointed Representative of Synergy Financial Advisers.

Mission & Vision

Core Values

Investment Philosophy

Locations

The investment landscape

Systematic, evidence-based investing

Tailor-made services

Most common questions

Benefits of Partnerships

Access to specialist management

Key Insights

Obsidian Financial Planning

3 Temasek Ave,

Level 18, Centennial Tower,

Singapore 039190

Tel: +65 6950 0695

Disclaimer | General Advice
Obsidian Financial Planning, a team representing Synergy Financial Advisers Ltd - UEN: 201217738K | FA Licence No. FA100050; Barrie Samuel George, RNF No.: BSG300134621, is an authorised representative of Synergy Financial Advisers Ltd. Telephone: +65 6950 0695. Email: enquiries@obsidianfp.com. Website: www.obsidianfp.com.

The information contained on this website is provided for general informational purposes only and does not constitute financial advice, recommendation, or solicitation to buy or sell any financial product. The views expressed are solely those of the author and do not represent the opinions of any financial institution or regulatory authority. While efforts are made to ensure accuracy, no warranty is given as to the completeness or reliability of the information provided. You should not rely solely on the content herein for making financial decisions and are strongly advised to seek independent, qualified financial advice tailored to your individual circumstances. This advertisement has not been reviewed by the Monetary Authority of Singapore.