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.
Since young, the dream of being a medical doctor has always been in my heart and following closely to my Secondary School mottoes – Courtesy, Righteousness, Integrity, Sense of Shame, Loyalty, Filial Piety, Humanity and Love, that mould my principles and attitude in life. However, life was endless challenge to me. Starting from my late elder brother going through 9 yrs of kidney failure then passing on at age or 30, then my beloved late maternal grandmother who struggled through 20 tormenting years of renal dialysis. In between was my mother who suffered 2 episodes of cancer and father’s business gotten into severe problems. Just like what the wise man’s words, if it did not kill you, it only make you stronger – exactly how I reminded myself to stay positive and engrained in myself that Integrity and Humanity are important aspects I hold tightly in my life along with other 6 values.
Initially, I was an Engineer in a Japanese Company and then after 13 months, I started my career in Financial Services with the objective of being a Financial Planner, instead of just being an Insurance Sales Agent.
I finally got my chance to walk away from the Insurance Industry when I was licensed by MAS to be a Financial Adviser Representative with Financial Alliance, Singapore’s largest Independent Financial Adviser (“IFA”). Now, I can truly render unbiased and genuine financial advice to my clients, friends and their loved ones.
In 2007, I met my mentor. He taught me what is true and genuine Client-Centric Financial Planning. I spent almost 7 years mastering this approach. With my wonderful mentor, I finally learned to be who I have always wanted to be – a Client-Centric Financial Planner.
“Sincere”, “Genuine”, “Honest” and “Helpful” are the common feedback I get from my friends after they have met up with me and later, engage my services to assist them in their Financial Well Being.
With the support of Singapore’s largest IFA Firm, I am able to provide the most comprehensive Financial Services catered to the needs of today’s consumers.
We work with Banks, Insurance Product Manufacturers, Wills & Trusts Companies, Fund Managers and Investment Platforms to address your various concerns throughout your life journey.
We do not replace your lawyer, accountant or anyone else. Instead, we work with them and ensure proper integration of your financial plans.
For a NON-Obligatory Exploratory Discussion (ED), do contact me at firstname.lastname@example.org.
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