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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.
Jacqueline started her financial planning journey with as an agent with a Tied Agency in 1997. Over time, as the insurance industry became more competitive and clients’ needs evolved, she saw the importance of improving customer experience by offering more well-rounded advice and customised products that would appeal to her clients at a deeper level.
In 2007, she joined Financial Alliance as an Associate Director as she is aligned with their vision of providing a service that is both balanced and unbiased. In doing so, she created an autonomous and productive team of her own.
Under her leadership, Jacqueline’s team grew in size and business has thrived. Today, she has 19 Advisory Associates under her management.
Perhaps the reasons for her team's prominence and for people taking the plunge to join her are because of her candor, affection, and the consideration she has for her team members and clients.
The insurance industry is one of the most dynamic and complex industries in Singapore, but Jacqueline has made her agency flourish by staying agile and flexible, and she has kept up with all the changes by staying abreast of emerging technologies and trends.
Jacqueline's commitment is that she will always be unselfish with her own time and her own energy in order to support her team members. This is based on her belief in helping them discover financial success by trusting them and motivating them to do their best.
If Jacqueline’s nurturing way resonates with you, come and learn more about how you can be part of her team.
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 Koh Nya See Jacqueline could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.