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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 Advisory Manager with Financial Alliance, I engage people from all walks of life, from regular residents to business owners. EMPOWERING them with specific financial knowledge enables them to have OWNERSHIP in their financial management decisions.
On a diligent basis, I monitor clients' portfolios, such as Wealth accumulation with investment and Endowment tools. All the while, I have input from clients to provide them with an EXPERIENCE of ownership.
Besides providing consistent professional financial advice for my clients, I conducted training, company sharing, and recruitment campaigns, organised various sales drives, and was a guest speaker for Axa Life at the 2016 annual conference.
In 2018, after collective feedback from almost all my clients and the general public, we crafted and presented an understanding of Retirement planning with fundamental knowledge of our C.P.F. L.I.F.E.
We also designed a simple workshop for individuals to estimate their C.P.F. balance at age 55.
And we further educated attendees on approaching manageable and realistic retirement planning.
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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