The 5 Best Financial Advisors in Bali for Strategic Investments
Finances are difficult for all ages. Whether you’re a retiree or just getting on your feet, having the aid of someone knowledgeable about finances will make or break your future.
That said, financial advisors are best at providing effective financial solutions. They’re useful when dealing with investments and can help plan out daily to monthly spending so you don’t go over budget.
I’ve spoken to quite a few, and I’ve got my picks for the best financial advisors in Bali. With them on your side, you’ll be stable before you even hit retirement.
How much does a consultation with a financial advisor cost in Bali?
A consultation with a financial advisor in Bali will cost around IDR 2,500,000 to IDR 25,000,000. Factors that will influence the price are professional fees and the complexity of a client’s financial problem.
1. Smart Advisory Solutions
Address: Ruko Canggu Corner, Jl. Pantai Berawa No.150 unit 5, Canggu, Kuta Utara, Badung Regency, Bali 80361
Contact Details: +62 821-9495-6032
Operating Hours:
- Monday to Friday: 8:00 AM to 6:00 PM
At Smart Advisory Solutions, clients aren’t just limited to financial advice. They can also help expats establish their companies in Indonesia and offer tax consultations.
Additionally, it helps that the management team and key staff come from diverse Indonesian backgrounds, with expertise in law, tax, and more.
With over 600 clients worldwide, they have provided services to investors from countries including Indonesia and France. However, their financial advice is best suited to business clients, so don’t come here if you’re looking for individual services.
This focuses on creating an accurate financial model that reviews their business and implements sustainable development indicators. Clients have used these to improve their social and economic standings in Bali to great effect.
Other than that, they offer timely market studies with their business counselors, incorporating marketing strategies to help businesses grow.
For their other services, their legal advisory services have been used by local and foreign-owned businesses to understand the legal complexities of Indonesia’s business sector.
The whole team is not only professional but also super easy to work with
“Amazing team!
We finally feel relaxed knowing our accounting is in good hands. The whole team is not only professional but also super easy to work with — they’re responsive, clear, and always on top of everything. It’s such a relief to have people who actually care and take the time to explain things properly.
They’ve also been giving us really helpful legal and business advice, which has made a big difference in how smoothly everything runs. Honestly, we couldn’t ask for a better accounting partner here in Bali — highly recommended!”
– Loránd Adorján, Google Review
The team is always communicative and provides clear, detailed information
“SAS has been a great support for our business. They are well-organized, highly knowledgeable, and very professional in their work. The team is always communicative and provides clear, detailed information whenever needed. I’d like to especially mention Sergio, Amanda, Sari, and Priska for their excellent service and dedication. Highly recommended!”
– Yuksel Kanmaz, Google Review
2. PintarSaham
Address: Tukad Unda St No.6, Sumerta Kelod, Denpasar Selatan, Denpasar City, Bali 80113
Contact Details: +62 831-1918-1386
Operating Hours:
- Monday to Friday: 8:00 AM to 5:00 PM
- Saturday: 9:00 AM to 3:00 PM
PintarSaham focuses on the stock market and provides courses and consultations to help clients become financially savvy. Learning how to invest here is easiest, and clients can make great choices with their advisors.
The company is led by Anak Agung Ngurah Mustakawarman, a Certified Financial Planner (CFP). With his expertise, he and his team provide detailed financial plans that will be useful from start to finish.
Before anything, their advisors analyze each client’s financial situation and tailor their investment strategy to their investment goals. Even during the first few investments, most clients have yielded positive results.
I also adore their website. It is full of comprehensive articles that delve deep into the ever-shifting landscape of Indonesia’s stock market.
If this isn’t enough for you, there are private classes taught by one of their team members that are interactive and fairly priced. However, classes have limited slots, so be sure to check their website and social media constantly.
They have exceeded all my expectations
“I recently had the pleasure of working with Pintarsaham.id for financial stock consulting services, and I must say, they have exceeded all my expectations. From the very first consultation, their team demonstrated exceptional professionalism and expertise in the stock market.
The advisors at Pintarsaham.id are incredibly knowledgeable and always ready to provide insightful guidance tailored to my investment goals. They took the time to understand my financial situation and risk tolerance, offering well-researched and strategic advice that has already started to yield positive results.
One of the standout aspects of Pintarsaham.id is their commitment to client education. They ensured I fully understood every recommendation and the reasoning behind it, empowering me to make informed investment decisions. Their transparency and dedication to keeping me updated on market trends and portfolio performance have been truly impressive.
Overall, my experience with Pintarsaham.id has been outstanding. Their expertise, personalized approach, and exceptional customer service make them a top choice for anyone seeking reliable and effective financial stock consulting. I highly recommend Pintarsaham.id to anyone looking to navigate the complexities of the stock market with confidence and success.”
– I Wayan Kardana, Google Review
The price for the private class is reasonable
“Very Informative for beginner and also the tutor is nice and friendly, so the class is interactive
and the price for private class is reasonable too”
– Alexander ImmaNuel, Google Review
3. Cekkeuanganku
Address: Jl. Cok Agung Tresna No.15, Dangin Puri Klod, Kec. Denpasar Tim., Kota Denpasar, Bali 80232
Contact Details: +62 853-3329-9970
Operating Hours:
- Monday to Friday: 10:00 AM to 5:00 PM
- Saturday: 9:00 AM to 5:00 PM
Cekkeuanganku provides financial freedom through unique investments. Their services are split into three useful offerings, most notably consulting services.
Their consulting services focus on helping families get out of the debt trap by making detailed inheritance planning. Other than that, they’re great for those who want to start a business, offering ideas and advice to aid growth and stability.
What I truly love are their workshops. These workshops have greatly benefited clients by saving them money while providing them with goals and investment options to help them succeed.
There are four sessions in these workshops, led by a CFP, so you can be sure they’re worth it. I’ve learned much from understanding financial statements to learning about different insurances that I’ve used efficiently in improving my finances.
They also use an app for financial tracking, but I found it cumbersome to use.
Best choice for financial planning
“The best choice for financial planning discussions”
– Seri Wadanti, Google Review
Recommended for financial planning
“Nice and recommended for financial planning.”
– Sella Lolita, Google Review
4. Adi Hendrajaya
Address: Jl. Tukad Asahan No.6, Panjer, Kec. Denpasar Bar., Kota Denpasar, Bali 80225
Contact Details: +62 818-345-884
Operating Hours:
- Monday to Friday: 9:00 AM to 5:00 PM
Adi Hendrajaya has been working with the International Association of Registered Financial Consultants (IARFC) since August 2025, providing accurate financial advice to both local and foreign clients.
Aside from providing financial and investment advice, he also offers legal protection for clients’ assets. I’ve experienced his financial consulting firsthand and have received some of the most detailed financial plans I’ve seen.
Some clients even received tips on how certain aspects of life, such as groceries and trips, can affect finances in the long run.
It doesn’t stop there, as Adi also offers investment services and provides clients with tips on growing their businesses, big or small. Even financially illiterate clients found his services to be easy to understand.
The consultations last at least 2 hours, and the fees are affordable too.
However, he doesn’t have a website that showcases his entire catalog of work, so some clients may be wary of working with him.
The consultation fee was affordable compared to the consultant’s experience
“The consultant was very communicative and provided solutions. My husband’s 2-hour consultation didn’t feel like it because he really connected with the consultant. The consultation fee was affordable compared to the consultant’s experience. He really guided me so I wouldn’t go astray in the financial world again. I’ll be consulting again next time for further growth. Thank you, Sahabatku Consulting 🥰🙏🏼”
– Jesica Doga, Google Review
Adi was very kind and patient in explaining everything
“Very satisfied with the service! Adi was very kind and patient in explaining everything. He was very detailed, and always made sure I understood what was needed or needed to be done. Not just knowing, but understanding the rationale.
During the consultation, we not only looked at the financial aspects, but also looked at various aspects of life that affect finances. So, it was really detailed and very helpful.👍🏼
Highly recommended!😊”
– Tiara Rahyuni, Google Review
5. Bali Invest
Address: 84RX+R5J, Gg. Batu Sari No.6, Tibubeneng, Kec. Kuta Utara, Kabupaten Badung, Bali 80361
Contact Details: +62 811-3960-3136
Operating Hours:
- Monday to Friday: 10:00 AM to 5:00 PM
When it comes to real estate investments in Bali, I wouldn’t trust anyone aside from Bali Invest. They’re experts in global financial trends and have achieved a 25% return over 24 months across almost all of their investments.
Clients are connected with the right property for them. While this is a complex process, their staff work closely with clients to provide only the most future-proof properties and deals.
Investors don’t even have to worry about the projects themselves, since Bali Invest handles everything for them, taking only a fee from them. These investments generate income quarterly, providing steady cash flow.
Properties are also insured with renowned insurance companies such as AXA and Allianz. If a property isn’t doing well, shares can be sold to the public market easily.
My only gripe about their service is that the number of properties is limited, so future clients might miss out on investment opportunities.
Made the whole investment process smooth and stress-free
“Bali Invest made the whole investment process smooth and stress-free. Super professional, transparent, and helpful. I highly recommend them if you’re looking to invest in Bali with confidence!”
– Andreas Kosikin, Google Review
Transparent, helpful, and highly recommended for anyone investing in Bali
“Bali Invest made the process smooth and worry-free with clear communication and professional service. Transparent, helpful, and highly recommended for anyone investing in Bali”
– Bali Hidup Agency, Google Review