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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 2007, I transitioned into full-time trading from home, building on more than a decade of professional experience in trading and investment. While I was achieving success for myself, I felt a strong desire to help others enjoy the benefits of sound financial planning—and to pay it forward.
Today, I am proud to work with a diverse range of clients, including regional M&A lawyers, senior executives of multinational corporations, CEOs of property investment companies, and accomplished high-net-worth business owners. They turn to me for trusted advice in financial and estate planning.
Having served over 500 individuals, families, and corporations, I’ve found that their #1 question remains consistent:
“Kelvin, do I have the right plans in place to protect my family and loved ones if something happens to me or my business? Are these plans the best value for my money?”
This is where my expertise comes in:
2. Retirement Goal Setting and Legacy Planning through our unique SWG Wealth Journey process
3. Business and Family Succession Planning tailored for successful business owners
Over the years, my greatest motivation has been the trust and appreciation of my clients. Their compliments and referrals mean the world to me, as they recognize me as someone who is:
Above all, I take pride in giving my clients the invaluable gift of peace of mind—helping them focus on what matters most:
Their work,
Their families, and
Their passions,
while knowing their financial well-being is in expert hands with the best options the market has to offer.
It’s been a privilege to support clients from all walks of life and at various life stages, helping them achieve clarity, security, and focus on what truly matters. 🌟
If you’d like to explore how I can help you achieve peace of mind, I’d be delighted to connect with you. Please feel free to reach out [HERE].
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 Low Jiun Neng Kelvin could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.