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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.
殷妮 | 新加坡跨境財富规划师
专业背景
作为 Financial Alliance（新加坡最大独立理财咨询公司）的资深顾问，我拥有15 年新加坡在地经验和丰富的财富管理实践。在加入金融行业前，我曾在全球 50 强科技企业工作 8 年，这段经历让我深刻理解科技精英和新加坡新移民的财务需求和挑战。
过去 5 年，我已成功服务超过 1500+ 家庭的财富规划需求，帮助他们改善财务状态并达成财务目标。我持有多项国际认证，包括新加坡跨境财富规划师、国际金融理财师(AFP®)、国际遗产规划师(AEPP®)和Fee-Based咨询顾问资格。
专业服务
我专注于为客户提供全方位的财富管理解决方案，包括：
- 全球资产配置规划：根据客户风险偏好和目标，设计多元化的全球投资组合
- 家族财富传承方案：通过专业工具和策略，确保财富顺利传承给下一代
- 退休财务规划：量身定制退休策略，优化CPF和SRS，确保退休生活无忧
- 保险组合优化：分析现有保障，消除重复覆盖，填补保障缺口
- 个人所得税筹划：合法优化税务结构，最大化税后收益
服务理念
我的服务建立在三个核心价值观之上：
1. 专业定制：每位客户都获得完全个性化的财务方案，而非标准化产品
2. 长期陪伴：我注重与客户建立长期信任关系，随时调整策略以适应人生变化
3. 简明透明：我以简单直接的沟通风格，确保客户完全理解每个财务决策
客户群体
我目前主要为这些客户群体提供咨询服务：
- 科技行业精英和企业管理层
- 高收入专业人士
- 新移民家庭
- 成功创业者
- 关注财富传承的家庭
- 新加坡本地企业
联系方式
- WhatsApp：+65 92399908
- 电子邮箱：yinni@fapl.sg
- 微信：Yinni-sg
- LinkedIn：https://www.linkedin.com/in/ni-yin/
- 官方主页：https://engage.fa.com.sg/yinni/
- 预约咨询：https://wa.me/6592399908
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 Yin Ni could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.