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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.
In 1993 I retired at the age of 43. Since then I have been an active volunteer in the social service sector with the National Council of Social Services (NCSS), Henderon-Dawson Citizen Consultative committee and Henderson Aged Reach-out Programme (HARP). Want to know more about the volunteer work I do? Click here
Four years into my retirement in 1997, I came out of retirement and pursued a second career as a Financial Adviser with Prudential Assurance Singapore Pte Ltd. In 2004, I decided to give my clients more holistic financial planning by joining a Financial Advisory firm.
My business philosophy is to strive to make a difference in people's lives. I help them to make appropriate saving and investment choices to secure financial stability and freedom, thus reducing uncertainty in their financial future. I guide my clients to navigate the complicated world of financial planning to give them more time to focus on the things in life that are important to them. Click here
My Achievements
I qualified for the Million Dollar Round Table (MDRT) seven times.
My Services
When the Financial Advisory Act was passed in 2001, all Financial Advisers and their representatives are licensed and regulated by the Monetary Authority of Singapore. Currently, being with Financial Alliance Pte Ltd, the largest Independent Financial (IFA) Firm gives me the advantage of advising my clients with solutions most suited to their needs.
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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