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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.
Summary
I graduated from Royal Melbourne Institute of Technology
(RMIT) with a Bachelor of Business degree in Financial Planning
(Distinction) & was the TOP Student for the year.
During my 27 years of service in the Financial Services & Insurance
industry, my initial 13 years was with NTUC Income & subsequent 18
years in Financial Planning with the IFA firms .
My early years with the insurance firm provided me with a strong
foundation in Risk Management & also an appreciation of the
importance of being well insured to protect ourselves & our love
ones.
After pursuing my degree in Financial Planning & acquiring my CFP
since 2003, I am able to better serve my clients, journey with them,
guide them & help them to achieve their goals. It may be a long
journey but with discipline & consistency, the future will be what the
clients wanted.
As a strong advocate of Financial Planning, over the years, I
have done a series of talks at associations , community centres &
hospitals ; and also reached out to heartlanders to create awareness
of sound financial habits. I have also been featured on local media
(in the Straits Times and Lianhezaobao) on financial planning and
other related topics.
Experience
Financial Alliance Pte Ltd
Financial Advisor
Financial Alliance Pte Ltd
Senior Consultant
May 2016 - Present (5 years 7 months)
2 Bukit Merah Central #10-00, Singapore 159835
RMIT University
Bachelor of Business-Financial Planning, Financial Planning and
Services · (1999 - 2002)
RMIT University
Bachelor of Business-Financial Planning, Financial Planning and
Services · (1997 - 2001)
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 Yeo Chor Huang Serene could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.