M Syafiq Nor Shaidi, ChFC

Director | Avallis Financial

About Me

I have been an independent financial adviser since 2011. Over fifteen years, I have built a practice around clients whose financial lives span borders across Singapore, Southeast Asia, the United Kingdom, and the UAE.

My work typically involves decumulation planning, legacy structuring, complex insurance, and multi-generational wealth coordination, carried out alongside trust companies, tax and legal advisors across multiple jurisdictions. Where required, this extends to Islamic inheritance law and zakat obligations across different asset classes.

My clients come through referral and tend to stay for the long term. What they value is continuity of counsel rather than a transactional relationship. I continue to deepen my knowledge through specialist programmes in private client and family advisory.

MAS Rep: MSN300019748

Professional Languages: English | Malay | Bahasa Indonesia

BBus Accounting & Finance (Double Major), Murdoch University

Get In Touch

My Accolades

  • MDRT

    MDRT Qualifying Member

  • ChFC

    Chartered Financial Consultant, 2012

  • Association of Financial Advisers (Singapore)

    2025 Speaker
    From Clarity to Conviction

  • Syn:thesis

    Client engagement strategy through volatility and across life stages.

  • Financial Educator

    PBB Programme and Financial Toolkit Series, 2012–2020

  • Pergas Investment Holdings

    Estate planning framework

  • Hult Prize

    Judge, 2018

My Professional Services

  • Insurance Planning

    We match cover to your real obligations and review it as they change, so your family and your assets stay protected wherever you are based.

  • Investment Planning

    We build evidence-led portfolios around your goals and life purpose. Managed from Singapore with the reach to handle wealth across borders.

  • Legacy & Estate Planning

    We help families pass on wealth across generations, including complex situations and assets held in more than one country.

  • Private Client Services

    We offer discreet, selective advice for clients with international assets and decisions where privacy and precision matter.

  • Corporate Solutions

    We help companies manage enterprise risk and employee benefits, from Singapore operations to teams working across the region and beyond.

In Their Words

  • Adrian Khoo

    “I have had the pleasure over these many years to know Syafiq in a professional and personal capacity.

    I've seen him grow and develop into a top class independent financial adviser and planner. He embodies the highest professionalism with high level of integrity, honesty and trust.

    Syafiq puts client's interest as the central focus and this sets him apart. He is knowledgeable, always eager to learn, determined and highly motivated. Today, I am blessed to have him a close trusted personal friend.”

  • Wesley Yao

    “Finding an advisor with knowledge on finance is common these days, but a man of character is hard to come by.

    Having known Syafiq for many years, it is his principles that make him unique - a person of integrity and a man who serves his community.

    Secondary to that is his great understanding of financial products and ability to match it against his clients' needs that makes him such a trusted advisor.”

  • Widhi Asmoro

    “I’ve come to realize that financial planning is not a one-time decision, but a continuous journey.

    For me, financial health sits side by side with physical and spiritual well-being. You cannot ignore one and expect the others to stay strong.

    When I first moved ten years ago, I worked with an Indonesian firm to set up a financial plan. But as life evolves, plans need to evolve too.

    My first impression was very positive. He listens carefully. Not just to my challenges, but also to my aspirations. As a new Singaporean, there are many things I dream of, and I am still learning. He helped me understand them with patience and clarity.

    One thing that stayed with me is his advice to adopt a “gardener mindset”. Plant the seeds today, nurture them, and trust the process as they grow over time. It reflects a barakah-driven approach, steady and intentional.

    Fast forward to this year, during the tax filing season, I began to feel the real impact. His guidance on optimizing my retirement savings helped ease my annual tax burden. Something I once doubted, but now I see the results clearly. His advice on diversifying assets has also helped me, especially in today’s challenging economic environment.

    Alhamdulillah, I feel blessed to have met him.

    I would recommend anyone who is looking for financial advice to speak with a professional like him. Yes, AI tools are always within reach. But when it comes to building long-term financial stability, having a trusted and experienced advisor is something I now see as essential.”

  • Zubair

    “Mr. Syafiq gave me the confidence to start investing through his knowledge and ability to clearly articulate his strategies with me.

    As someone who was initially very cautious in starting my investment journey as I seek a shariah compliant portfolio.

    Mr Syafiq has taken his time to walk me through his plans and the reasons behind each fund selection, ensuring they align with my goals and values.

    I truly appreciate his professionalism and expertise in helping me invest with confidence.”

Speak with me directly

Tell me what you are working towards, and I’ll take it from there.

Whether you have a question about your existing investments, want a second opinion on a policy, or are ready to start planning for your future, a short note is enough to start.