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.
I am a former Army Officer and I started planning for my own retirement when I am in my twenties.
As a Civil Servant, I was drawing a comfortable salary and most of us will agree that a career in the Civil Service is an iron rice bowl ?
As time goes by, I noticed my peers who are working in the private sector are doing better than me financially even though I had a head-start. ? It sets me thinking that while a career in the Civil Service provides me with financial stability, it does not guarantee me a passive income and financial freedom if I do not acquire the financial knowledge to invest and manage my wealth.
As I went on a journey to achieve financial freedom, I fell in love with investment planning, retirement planning, and wealth management. I decided to embark on a career as a financial advisor after I realized that I am in the position to help many of my peers who started to ask me for advice with their finances.
Today, I am blessed with a clientele that includes teachers, tertiary lecturers, senior civil servants, busy professionals, and even an investment director of a private equity company. I am also the current Vice Chairman of the Investment Committee for Kwong Wai Siew Peck San Theng (碧山亭)
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