Discover how independent advice can help you go further and reach your dreams sooner.
Learn MoreSingapore'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.
When I first started as a financial adviser in 2005, I had approached my warm market that consists of immediate family, relatives, friends, ex colleagues and schoolmates, to engage in my financial planning services. Through my sincerity, diligence, professionalism and unbias advice, these people engaged my financial planning services and also in turn referred their families and friends to me.
Thus, referrals have become my main source of acquiring new clients.
I am happy to share that majority of the warm market whom I have approached remain my clients till today. Those clients whom I have acquired through referring, we have deepen our relationship from adviser-client relationship to friendship. I have attended numerous weddings, full month celebrations and birthday celebrations of my clients. Sometimes, an annual review session is more like a chat up session these days.
I aim to build a long term relationship with my clients and to provide the most suitable solutions to their financial situations.
I want to be someone whom my clients can trust in both good times and bad times.
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.
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