AIA Centurion PA

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Meet Your #ChooseQuality
Financial Adviser Representative


Jeremy Wong 黄家豪

Financial Consultant

About Jeremy Wong 黄家豪

I help men in their 30s, especially those preparing to embark on the journey of marriage, to build a solid foundation for financial stability. With my guidance, you'll not only gain a clear roadmap for securing a comfortable life for you and your future family, but you'll also be empowered to plan for significant milestones, like purchasing a home, without the stress of overwhelming expenses or insufficient savings.

My mission is to equip you with a tailored approach that simplifies managing your finances, ensuring that you’re ready for both the immediate steps of marriage and the long-term goals of building a secure future. Together, we’ll focus on creating a balanced financial strategy, allowing you to save strategically, invest wisely, and enjoy the confidence of knowing that you’re prepared for both current responsibilities and future aspirations. Coupled with my Certified Financial Planning (CFP) certification, I am able bring a wealth of expertise and a deep commitment to excellence that significantly enhances the value I provide to all my clients. The CFP certification is a hallmark of gold standard in financial planning, representing a comprehensive understanding of financial principles and a dedication to ethical standards. This certification ensures that I am well-equipped to help clients navigate the complexities of financial planning, from budgeting and saving to investing and retirement planning.

If you're ready to set your financial goals on track and achieve a brighter, more secure future for yourself and your loved ones, let’s start this journey together.

 

Frequently Asked Questions

By definition, a FA firm is one that sells the products from more than one insurer or business partner.

However, you should consider whether the FA firm can ensure that financial advice given is free from the undue financial influence.

Ever since our founding more than two decades ago, Financial Alliance is committed  to offer impartial and client-centric financial advice.

We have your best interest at heart and will leave you to make your decision.

If suitable and impartial financial advice is what you seek, then you should only engage a trusted FA firm.

At Financial Alliance, we are dedicated to offering our clients the best financial advice.