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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.
2019年开始从业，有超过4年的理财规划经验
Started working in financial industry since 2019, with more than 4 years of experience in financial planning
新加坡保险.投资.理财.信托等全球资产配置, 一站式，专业，独立。
Singapore insurance, investment, wealth management, trust and other global asset allocation, one-stop, professional and independent.
1998年移民定居新加坡的中国新移民，热爱简单的生活，乐于帮助他人，喜欢文学；恪守诚信，以客户利益为中心。
Chinese immigrant who has immigrated in Singapore since 1998, loves simple life, is willing to help others; abides by integrity and focuses on the interests of customers.
我的使命是帮助客户建立正确的理财观和方法论,实现财务健康。
My mission is to help clients establish correct financial management concepts and methodologies to achieve financial health.
为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。
My Target：
Provide unbiased, professional, one-stop comprehensive financial consulting services for individuals and enterprises, and provide customers with high-quality wealth management and financial planning solutions.
保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)
新加坡金融管理局注册牌照金融公司：（Registered and licensed financial company by the Monetary Authority of Singapore）
新加坡最大的独立理财顾问公司（Singapore’s largest independent financial advisory company）
Financial Alliance(鑫盟理财) , 4年经验.
我们公司的业务伙伴️：（Our Partners:)
18家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等）
4家基金交易券商平台(Havenport, iFAST奕丰, FAME辉立, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
2家家族信托公司(推荐)
FIT 财务规划，量身定制，财务健康，财务自由
F: Financial Service财务服务 (理财规划、投资咨询)
I: Insurance 保险 (代理18家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)
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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