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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.
大家好，我是一位理财顾问代表，致力于帮助人们为他们的亲人留下珍贵的财富传承。我深信，我们每个人都应该思考如何在我们离开这个世界之后，给我们所爱的人留下一份真正有意义的遗产。
作为理财顾问，我致力于帮助人们制定个性化的财务计划，以确保他们的财富能够持续增长，并为他们的亲人提供长远的福利。我不仅关注投资和财务策略，还注重风险管理和遗产规划，以确保财务目标得以实现。
我相信任何人都可以通过该财务规划实践来取得财务上的成功，并保障爱的人。
我了解每个人的财务需求都是独特的，因此我会与您合作，深入了解您的目标、价值观和优先事项，以制定适合您的个性化解决方案。我将与您建立信任和长期的合作关系，以便您能够安心知道您的财务未来处于专业的指导之下。
我的目标是帮助您建立一个可持续的财务基础，让您的爱人们在您离开后能够继续过上安全、舒适的生活。无论是教育基金、养老金、保险计划还是遗产规划，我都将为您提供专业的建议和全面的支持，确保您的财务遗产能够为您所爱的人提供持久的帮助和支持。
如果您希望为您的家人建立一个有意义的财务遗产，我很愿意为您提供帮助。请随时与我联系，我们可以共同制定一个符合您需求的财务计划，以确保您的遗产能够为您所爱的人留下一个可贵的传承。
联系我 😊
Hello everyone, I am dedicated to helping clients achieve financial security, plan for their future, and preserve their legacies.
I provide comprehensive and personalized advice to help clients navigate the complexities of their finances and make informed decisions.
As a financial consultant, my primary goal is to help individuals like you to achieve your financial objectives and lead a financially stable life.
Secondary, to build a sustainable financial foundation that allows your loved ones to continue living a secure and comfortable life after you're gone. I work closely with you to develop tailored financial plans that encompass short-term and long-term goals. Whether it's retirement planning, investment strategies, or debt management, I offer professional guidance to optimize financial growth and minimize risks with comprehensive support
I believe that anyone can achieve financial success through the practice of financial planning and provide security for their loved ones.
Contact me
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.
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