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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.
Many in the finance industry find themselves in the same predicaments. “How can I increase my sales revenue?” is the most common question they ask. Others lament the limited choices of products they can offer their clients, struggling to offer their clients the best of what they really need. They either lose potential sales or resort to selling their clients less than suitable products from their tied agency. Many also ask themselves: I have sold many products to my clients over the years. What else is there left to offer them?
At Praxis group, my consultants and I prioritise helping people and that is why we are constantly asking ourselves: how can we benefit our clients more?
Why are we able to prioritise that? Because my consultants and I are not tied down to any insurance company and can offer their clients products from more than 20 life insurance companies.
My team focuses on financial planning and advisory work for our clients, instead of selling products. My consultants and I adopt a client-centric approach in all we do, because client-centric = client benefit = more sales. And that is what makes us special- no sales quotas to hit, no pressure to sell, because my consultants and I believe that if helping our clients is our priority, high sales revenue will just be a positive side effect. To achieve that, my consultants and I freely share comparisons of a plethora of products from more than 20 insurance companies with our clients to find tailormade solutions for them. This is why my consultants and I get satisfied clients that bring us repeat sales and countless referrals. Throughout the lifetime of our clients, their needs evolve. With the unparalleled spread of products we have to offer, my consultants and can be sure that we offer our client the best of what they need at every point in life.
I believe that teamwork is key, because quite literally, “there is success in many advisers”. With cooperation and helping one another as our core values, we help each other every day, actively answering one another’s queries and freely share how to help clients with different needs, wants and preferences. This has propelled many in Praxis Group to success, where some have even achieved multiple MDRTs!
If you want:
- an experienced mentor (36 years of industry experience)
- upskill and cultivate belief in breakthrough
- Unrivalled flexibility in products to offer your clients
- No sales quotas and pressure to sell anything and everything
- To help your clients find the BEST of EXACTLY what they need
- Helpful and inclusive working culture Praxis Group offers
- Build a good client base for the rest of your career
- Not needing to find new clients all the time
- Sit back and enjoy recurring income for the lifetime of your clients
Then connect with me on Linkedin and explore your opportunities with Praxis group today!
https://www.linkedin.com/in/francishoan/
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 Hoan Poh Huat Francis could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.