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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.
您好，我是洪娜Hongna，是新加坡最大独立理财顾问公司Financial Alliance鑫盟理财的资深理财顾问，拥有6年+的行业经验。
专注于为职场人士和家庭提供全面的财务保障服务，致力于帮助客户建立安全的保障体系和理财方案。特别是成为在新加坡的华人和新移民值得信赖的理财顾问。
专业学术背景和经历
山东财经大学经济贸易本科学位，拥有新加坡银行和金融学院认证，国际金融理财师认证CFP®。过去的学术背景和不断的自我提升，让我具备了坚实的理论基础，使我能够更好地为客户提供财务规划方面的建议。并且坚信终身学习是作为一名理财顾问的基本要求。
从开始的AIA单一保险公司转换到现在的独立理财顾问公司，始终保持以客户为中心，中立，客观的为客户进行财务规划。在基本医疗保险申请索赔和教育，养老规划上有经验。 希望成为您家庭财务的急救工具箱，事先准备好工具（规划方案），并在需要的时候能够快速地，正确地使用工具。
具体提供以下财务规划服务：
欢迎链接我，成为您财务保障和规划上的好伙伴。
CFP®️ Certified Financial Planner
Hello, I am Hongna, a senior financial advisor at Financial Alliance, the largest IFA firm in Singapore, with over 6 years of industry experience.
Specialized in offering comprehensive financial protection services for professionals and families, dedicated to helping clients build secure insurance systems and financial plans for themselves and their loved ones. My goal is to become a trusted financial advisor, especially for Chinese individuals and new immigrants in Singapore.
Feel free to connect with me; I look forward to being your trusted partner in financial protection and 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.
An in-depth insurance portfolio review with Wang Hongna Anna could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.