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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.
With over 10 years of experience in the financial advisory industry, I’ve dedicated my career to helping Professionals & Business Owner navigate their wealth journey with confidence. My path began with a strong foundation in Banking and Finance, but it wasn’t until I transitioned from aspiring to be a private banker to becoming an Independent Financial Advisor that I realized the true impact I could make.
To better serve my clients, I pursued professional qualifications like Associate Wealth Planner (AWP) and Associate Estate Planning Practitioner (AEPP). These credentials have equipped me to offer tailored solutions that span across wealth accumulation, protection, and legacy planning.
At the core of my practice is the Soul Wealth Group’s Wealth Journey model, which provides a structured framework in guiding clients through different life stage. Whether you're building your first savings plan, growing your investments, or preparing for retirement, I’m here to make your journey simple and actionable.
I believe financial success begins with knowledge. By simplifying complex concepts and breaking them down into manageable steps, I ensure that my clients feel empowered to make confident decisions. Let’s take small, intentional steps today to secure a prosperous future
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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