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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.
2008年获SM1奖学金来新加坡留学
毕业于新加坡国立大学，此后进入保险行业，至今已逾7年
至今已为上百个新加坡、中国大陆和台湾家庭提供私人定制的保险与财富管理方案
我的目标：从客户的角度出发，提供中立、专业、全面的保险与财务规划方案，并提供优质、持续的服务
Financial Alliance（鑫盟理财）：新加坡最大的独立理财顾问公司，成立于2002年
官网：www.fa.com.sg
我们公司的业务伙伴️：
🌎17家寿险公司
🌎37家财险公司（如车险、房险、女佣险、工伤险、旅游险等）
🌎10家基金交易券商平台（如iFAST奕丰、FAME、老虎证券等)
🌎70多家国际和本地基金公司（1000多支全球基金可供投资）
🌎16家房贷银行
🌎9家信托与遗产规划公司
FIT 财务规划，量身定制，财务健康，财务自由
F: Financial Service 财务服务 理财规划、投资咨询
I: Insurance 保险 代理17家寿险公司 多选择、有对比
T: Transfer of Estate 财富传承 家族信托、遗嘱等服务
微信：mu4zi3yu2
WhatsApp：86447202
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 Li Yu 李雨 could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.