Independent means

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Here's What an Independent Financial Adviser Means

In Singapore, the financial services industry is regulared by the Monetary Authority of Singapore. Guidelines governing the use of the designation of 'independent' is contained in publication FAA-G05.
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Introducing Financial Alliance

  • 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.

Independent by the numbers.

130,000+

clients and growing

400+

financial adviser representatives

20+

years in business

$1 billion+

assets under advice

Extensive Network of Business Partners

17 Life Insurers
36 General Insurance Partners
11 Investment Platforms
16 Financial Institutions
9 Estate Planning Companies
70 Asset Management Firms

Discover how
#ChooseIndependent
helps you

Trusted by 120k+ Clients in Singapore

Achieve Your Financial Dreams

Start growing your wealth for a better future - without compromising the present.

Attain True Peace of Mind

Optimise your protection policies to get comprehensive coverage you need for the best prices.

Leave a Lasting Legacy

Ensure your assets continue to take care of your loved ones - even if you are no longer around.

How #ChooseIndependent Works


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.

Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Ulysses Khoo

Financial Advisory Manager

About Ulysses Khoo

I am glad to introduce myself as an established Financial Advisor at Financial Alliance, with over a decade of experience in the field of financial advice services. I are dedicated to helping individuals and families like yourself to achieve financial abundance and security. As a financial advisor in the largest independent financial advisory firm in Singapore, I take pride in offering objective and personalized solutions tailored to your unique needs. My commitment to continuous learning ensures that you receive the most up-to-date and informed advice.

 

Comprehensive and Holistic Approach

I specialize in holistic financial planning, addressing every aspect of your financial well-being. My comprehensive approach covers meticulous risk management through insurance solutions, as well as intelligent investment strategies utilizing a diverse range of options such as stocks, ETFs, UTs, REITs and bonds. I believe in providing you with a complete financial toolkit that empowers you to make informed decisions.

My expertise extends to portfolio management and estate and legacy planning, ensuring that your financial future is secure and prosperous. I understand that each individual and family has unique goals and aspirations, and I work closely with you to develop personalized strategies that align with your vision.

 

Client Satisfaction and Referrals

My business thrives on referrals, which serve as a testament to the trust and satisfaction my clients have in my services. I take pride in building long-lasting relationships with my clients. My approach combines professionalism with genuine compassion, ensuring that every client feels heard, understood, and cared for.

 

Your Financial Success Partner

If you are looking for a financial advisor who not only possesses expertise but also empathy, then I am here to assist you. My mission is to help you reach your financial goals and empower you to make informed decisions. I understand that financial well-being is about more than just numbers; it's about achieving peace of mind and creating a legacy for future generations.

I am excited about the opportunity to make a postive difference in your life. To learn more about how we can collaborate on this financial journey, please contact me via WhatsApp or email, and I will be sure to get back to you promptly.

Frequently Asked Questions

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.

#ChooseIndependent with Ulysses Khoo

An in-depth insurance portfolio review with Ulysses Khoo could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.



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