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.
Helping busy PMETs (Professionals, Managers, Executives and Technicians) to set up their financial safety net to fund their living expenses when they stop working voluntarily and involuntarily
I remember reading a newspaper article in Straits Times on “1 in 2 high-income earners in Singapore has money problems”.
I am not surprised by this poll. Having worked as an HR professional for over 25 years, I have seen many PMETs struggling with financial difficulties when they lost their jobs.
It saddened me to know that many professionals had been too busy with their work that they did not have time to manage their finances.
I could make meaningful changes in the working professionals’ lives by helping as many PMETs to pursue their short- and long-term goals and have peace of mind.
I understand that everyone’s situation is different, so I would like to hear your needs and create a personal solution tailored to achieving individual financial goals while protecting individuals from any unexpected financial distress.
Let’s talk – Schedule a free, 1-hour no-obligation discussion on how you can get your finances in order here.
An in-depth insurance portfolio review with Joanelle Chan could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.