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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.
I was serving in Malaysia financial industry for about 10 years as soon as I graduated from University.
One day, my client asked me: “Jenny, I have some money generated from business abroad and is kept in Singapore. I do not have someone trusted to manage them for me. The money just sat inside the bank account and invested into various financial product recommended by bankers only. How could I get a second opinion? “
This is a turning point for me where I started to seriously consider expanding my expertise to a vibrant financial hub to serve the more sophisticated clientele. I have decided to acquire license from Monetary Authority of Singapore and chosen the “independent” route.
Since then, I have been practicing as an Independent Financial Advisory Representative in Singapore for 3 years. I could provide impartial advice and service to Malaysian who has businesses abroad & Malaysian who works in Singapore and manage their Insurance and Investment Portfolio via Singapore platform.
On top of that, I also specialized in Comprehensive Estate Planning Services for HNW Individual. I have assisted client’s children/heirs to go through the wealth distribution journey upon client's demise. Therefore, I am equipped with knowledge and experience to arrange the most practical and tailored-made planning for each client.
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 Jenny Lim could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.