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Singapore's largest independent financial advisory firm with more than 20 years of excellence.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
clients and growing
financial adviser representatives
years in business
assets under advice
Trusted by 120k+ Clients in Singapore
The foundation for any customised financial plan is a detailed needs analysis.
Get an accurate snapshot of your financial situation to formulate an appropriate plan.
Gather deep insights backed my experience and data to identify gaps and opportunities.
Receive a personalised action plan based on a suite of comprehensive solutions and services.
Confidently execute your financial plan in a timely and cost-effective manner.
Ensure things are on track while continuing to work towards your long-term goals.
Calvin is an experienced and qualified CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive financial planning and wealth management.
He was awarded Top 10 Financial Planner of the Year 2018, an industry-wide competition by the Financial Planning Association of Singapore for financial planners in Singapore recognized for his financial planning excellence in Banking, Insurance and Financial Advisory sectors.
Calvin is also a 4-time recipient of the highest-tier FA Quality Class - Eminence Award bestowed upon financial practitioners with the highest competency in knowledge and professional standard.
He is also a Qualifying member of the prestigious Million Dollar Round Table (MDRT) and is recognized internationally as the standard of excellence in the financial advisory industry.
For more than 10 years, Calvin has to-date served 350 clients in all areas of wealth management, such as investment planning, retirement planning, risk management, insurance planning, mortgage planning, loan advisory, tax planning, business continuity planning, and estate planning.
“I help my clients grow their Wealth, protect their Wealth, and make Retirement a sweet victory for them.”
His clients come from different walks of life from business owners, doctors, lawyers, professionals, managers, executives and technicians (PMETs) and their families.
For “INDEPENDENT” Financial Advisory firms such as Financial Alliance, its financial advice must be free from the undue influence of higher remuneration and/or meeting sales quotas. In other words, financial advice from Financial Alliance is given solely in clients’ interests.
A financial advisory (FA) firm wishing to use the word “INDEPENDENT” – as Financial Alliance does – must fulfill the conditions laid down by Monetary Authority of Singapore (MAS) at all times.
No, the mere fact that a FA Firm can sell the products from more than one insurer or business partner does not mean that the FA Firm is “independent”.
In Singapore, only a handful are “Independent Financial Advisory Firms” because only a few are able to ensure that the financial advice given is free from the undue financial influence.
As there is no such thing as an “Independent Financial Adviser” license in Singapore, IFA Firms are, in essence, “Financial Adviser” license holders who offer financial advice while being free from undue influence.
We have your best interest at heart and will leave you to make your decision. We only ask that, when you deal with a FA Firm, you find out for yourself if it is truly an IFA Firm or a FA Firm.
If impartial financial advice is what you seek, then you should only engage an IFA Firm.
At Financial Alliance, we are dedicated to offering our clients independent financial advice. Please feel free to contact us at feedback@fa.com.sg to find out how our independent financial advice would benefit you.
An in-depth insurance portfolio review with Calvin Bok could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.