Discover how independent advice can help you go further and reach your dreams sooner.
Learn More
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.
Having personally witness a close relative fall into a dire state in just a matter of weeks, the amount of shock and grief is an emotionally overwhelming and distressing situation. It's a time marked by intense and complex feelings. The shock can leave one feeling numb, disoriented, and unable to fully comprehend the gravity of the situation. Grief, on the other hand, is a deep and profound sorrow that comes with a sense of loss, helplessness, and sadness.
The added financial strain, stemming from inadequate financial coverage, can compound these emotions. It may create a sense of frustration, anxiety, and guilt, as you're not only dealing with the emotional burden but also the practical challenges of managing medical expenses and other financial responsibilities. This can lead to a feeling of helplessness and uncertainty about the future, as one grapple with how to provide the best care and life-long support for the relative, as well as for the spouse, young kids, and aging parents.
As a Financial Architect, I uses different financial tools to ensure that my clients are not just well sheltered under a financial roof, but a financial architecture that speaks history, modern and cutting edge.
Me, the Builder: One of the fundamental of what I do is to perform a comprehensive financial assessment. This involves analyzing your current financial situation, income, expenses, assets, debts, and your financial goals. By understanding your unique circumstances, I can develop a customized financial plan tailored to your needs and aspirations.
Financial Roof for you: I now seek to help my clients that I meet ensure that they have an adequate insurance coverage to shelter them from all storms of life, be it having enough for retirement, critical life situation that might strike, or just saving up for important life stages.
Your very own Architectural Design: A well-structured financial plan is essential to achieve your financial objectives. I will work with you to create a roadmap that addresses your specific goals, whether it's building an emergency fund, investing for growth, or planning for retirement. My strategic partnership with you will consider various aspects, including your risk tolerance, time horizon, and tax implications.
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 Chiang Wen Kai 詹渂凯 (Kelvin) could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.