AIA Centurion PA

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Comprehensive Protection for Physical and Mental Health

 

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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Magdalene Joanne Lee

Financial Advisory Consultant

About Magdalene Joanne Lee

Hi! I'm Joanne, a passionate financial planner dedicated to helping individuals and families achieve their financial goals and dreams.

Whether you're planning for a comfortable retirement, preparing for a significant major life milestone, or seeking sound investment guidance, I’m here to support you every step of the way with our comprehensive One-Stop Solution Platform.

I believe in providing a Simple, Actionable Financial Blueprint that empowers you to make informed decisions about your future with confidence. Together, we’ll turn your aspirations into achievable milestones.

If you're ready to start your financial journey, feel free to reach out to me for a Free Consultation with you and/or your family HERE.

If you'd like to find out more about my personal story, you can read about it HERE.

I look forward to connecting with you soon!

Frequently Asked Questions

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.