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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.
As a financial advisor, my goal is to help you achieve your financial goals and objectives. I can provide you with personalized advice on how to manage your money, create a budget, and invest wisely. I can also guide you in developing a financial plan that will help you achieve your long-term goals, such as retirement or saving for your children's education.
I can provide guidance on a wide range of financial topics, such as:
Budgeting: I can help you create a budget that aligns with your financial goals and lifestyle. This includes looking at your income, expenses, debt, and savings to help you make the most of your money.
Investing: I can help you develop an investment strategy that's aligned with your risk tolerance, financial goals, and time horizon. This may include investing in stocks, bonds, mutual funds, or other investment vehicles.
Retirement planning: I can help you plan for retirement by looking at your retirement goals, estimating your retirement income needs, and creating a savings plan that will help you achieve those goals.
Insurance: I can help you understand the different types of insurance available, such as life insurance, health insurance, and disability insurance, and help you determine which policies are best suited for your needs.
my goal as a financial advisor is to help you achieve financial security and peace of mind. Whether you're just starting out or have been investing for years, I'm here to help you navigate the complex world of finance and make informed decisions about your money.
Whether you're just starting to build your wealth, or looking for ways to protect and grow your assets, I'm here to help you navigate the complex world of finance. With my knowledge and expertise, you can make informed decisions that will help you achieve financial success. So, feel free to ask me any questions you have, and let's get started!
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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