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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.
Entering the financial industry in 2018, I've dedicated the past six years to delivering exceptional financial services. As an independent financial advisor hailing from a family with a strong research background - one of my family members being a scientist - I have a particular focus on catering to High Net Worth clients. This unique blend of scientific insight and financial expertise equips me with a solid foundation for navigating the intricate terrain of investments, insurance, and financial planning within this specialized sector.
What truly sets me apart is my unwavering commitment to objectivity, ensuring that every financial decision places your best interests front and center, devoid of biases or concealed motives. Your success is my utmost priority, and I prioritize your financial well-being above all else. You can place your trust in my comprehensive skill set, years of experience, and a client-centered approach, all tailored to steer you toward a more secure and prosperous financial future, with a specific emphasis on serving High Net Worth clients.
作为一名拥有六年金融领域经验，并在新加坡居住已逾13年的独立理财顾问，我一直将出身科研家庭的严谨细致和客观中立融入我的工作。
立足新加坡最大的独立理财公司，专注于海内外的华人精英和企业家们，为海内外高净值客户和家族办公室客户们提供度身定制的资产配置方案。
了解每位客户的独特需求，以客户为中心是我的服务宗旨。我会替您在整个市场，比对筛选，优中选优，帮您提供最合适的方案，助您实现财务目标。无论您是寻求家族传承、子女规划、退休养老，还是投资理财，我将为您提供最专业的建议和切实可行的战略，确保您的财务目标得以实现。您的满意，是我的努力方向！
我们不仅帮您做财富管理，寻求最适合的资产配置方案。
同时，我们持续招聘理财顾问，积极帮助新人成长并实现人生价值。
致力于打造新加坡最具有积极社会影响力、知识体系最硬核的华人精英保险团队！
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 Chloe Shen Jinli (沈金丽) could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.