Paul Martin Coates

Premier Wealth Manager

Building lifelong client relationships through loyalty and commitment.

A big part of Paul’s fulfilment in life stems from an endless pursuit to serve others.

Genuinely curious about people, their hopes, dreams and struggles, he considers financial advisory services the perfect platform for both meeting people from all walks of life and addressing their needs with a wide range of solutions.

Having spent over two decades in the financial advisory services business across the UK and Southeast Asia, including Singapore where he is now a Permanent Resident, Paul caters to a multi-cultural clientele.    

And as someone who relishes a challenge at work and outside of it, Paul is also a keen sportsman who gets a rush from running, football and swimming. He also socialises frequently with international networking fraternities where he’s known as the “go to” financial planning guy. 

Service & Expertise

As a Premier Wealth Manager, Paul’s service offering spans the full spectrum of financial planning. He firmly advocates the importance of protection, observing that people tend to underestimate their own value.

To him, life and health insurance are must-haves for any individual or business owner who wants to safeguard their future and that of their loved ones. In particular, Paul believes in the importance of critical illness protection, having lost family members and younger friends to serious illnesses.

What inspires him is the fact that the industry has been able to provide an array of multi-faceted financial solutions to cover critical illnesses, even recurring events – something that did not exist when he had just started out.

 

Areas of speciality include:

Asset Accumulation

Business Protection (for Shareholders & Business Owners)

Health Insurance (for Individual & Corporate)

Legacy Planning

Protection

So, what makes Paul Martin Coates different?

It all boils down to loyalty and commitment to his customers. Paul places strong value on long-term business and lifelong relationships. Testament to this is the number of referrals he gets and his way of ultimately becoming the family or business adviser for life.

When it comes to his top tip for building wealth, he draws inspiration from Benjamin Graham, author of Intelligent Investor and mentor to Warren Buffet: “Be patient, disciplined and eager to learn; and be able to harness your emotions and think for yourself”.

Testimonials

"I recently engaged Paul to help with life insurance. Not only did he help me to navigate the complexities of different policies and what they had to offer, he also helped me to better understand my financial position. He is a consummate professional and has a wealth of knowledge about financial planning.”

Mr Jim,
Executive Coach

"The service I received from Paul was exceptional. From the first meeting, I felt that my needs were understood, which resulted in the recommendation of services that were a perfect fit. He has been very accommodating of my busy schedule.  My family and I are now protected with an affordable solution, which is great peace of mind for us. I have since recommended Paul to others, as it is not often that I meet such an approachable, affable and professional person!"

Mr Richard,
Director of a media company

Articles

6 financial lessons from COVID-19

We haven’t seen the end of the coronavirus yet, but it’s already taught us a few things about preparedness, resilience and the need to keep upskilling, that are worth remembering for life.

Health Insurance 101: Understanding deductible and co-insurance

Your guide to deductible, co-insurance and how you can reduce these out-of-pocket expenses.

3 things you can do to keep healthcare cost in check

Even before the COVID-19 pandemic, healthcare inflation was already a pressing problem in Singapore.

What does my health insurance cover?

As the world navigates the impact of COVID-19, questions about health and medical insurance have been thrown to the forefront of conversations. 

Article written by Paul Coates. 

Strategies for financial assurance in a crisis

Spooked by the COVID-19 market turmoil? Rather than abandoning your financial goals, why not find a safe haven for it?

“Black-Swan" proofing your portfolio

Learn how you can cope with “black swan” occurrences such as COVID-19 that will introduce uncertainties and may affect your investment portfolio.

About Aviva Financial Advisers

Aviva Financial Advisers Pte. Ltd. is a licensed financial advisory firm in Singapore, wholly owned by Aviva Limited, an insurer in Singapore.

At Aviva Financial Advisers Pte Ltd, we work with various life and general insurers, and investment/fund providers. This way, we'll be able to provide you with holistic financial solutions to meet your needs.

For more information, please visit http://www.avivafa.com.sg.

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