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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.
Read and ponder seriously on the below:
❗What will happen to my assets when I die? What about my children?
❗What are the implications when I die? What about my children?
❗Today I stop work, can I survive on my current passive income?
Jerry Yeo has been in the financial industry for about 12 years. He believes with the gifts and character traits he was bestowed, he endeavour to impact people who wants to get their finances in order. The above thought provoking questions are just some of the problems that people have, and they don't realize it. The following may enable you to know Jerry Yeo a little better, professionally.
He was awarded the Top Financial Planner of the Year award (Overall Winner) in 2019 by Financial Planning Association of Singapore (FPAS). This recognition was awarded to the best financial plan drawn up based on a common case study for all competitors. On top of that, the competition was so intense that only a selected handful was scrutinized by a panel of 14 judges through an interview and the judges found his plan to be superior to the rest of the competition.
Next, he also took up additional courses, such as the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Associate Estate Planning Practitioner (AEPP), Associate Specialist in Estate Planning (ASEP), Associate Financial Wealth Coach (AFWC) and then some more, to provide more thorough and complete advice for his clients. These attributes raise the level of consumer confidence in his services rendered. He is also accredited with IBF Advanced Certification (IBFA Level 3) which is an industry endorsed mark of quality for finance professionals in Singapore. He is also a certified Advanced Certificate in Learning and Performance (ACLP) graduate in which he imparts his knowledge to other financial advisers who pursue the CFP certification.
Through his advice, he has clients who saved up to 40% by restructuring their portfolio and clients who achieved up to 58% investment returns in 3 years. Don’t you think there’s a good reason why his clients go to him for advice?
He mainly serves clients who are white collar executives, business owners and high net worth individuals. He helps all of them to identify possible ‘time bombs’ in their current situation. Any client of Jerry’s will tell you that Jerry is very responsive, punctual, consistent, reliable and trusted in his dealings.
He maintains a personal Facebook page in which he shares bite-sized tips for both individuals and business owners which create good thinking questions. He also holds meaningful conversations with his Facebook page readers. You can find his page at www.facebook.com/JerryYeotology/
In short, you can’t go wrong if your finances are managed by Jerry Yeo himself.
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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