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


Loon Yew

Financial Advisory Manager

About Loon Yew

I believe that financial freedom is for everyone and financial plans must be made clear, easy to understand, and implementable! My desire to provide the best financial advice I can to my clients motivates me to constantly up skill myself. As an Associate Wealth Planner (AWPCM) I am able to provide holistic financial and wealth planning for you. 

What I do on a daily basis is to prepare personal financial reports to help individuals, families and businesses tidy up their financial plans, and potentially enabling them to save hundreds to thousands of dollars every year by improving their Financial Portfolios! 

With my systematic planning approach, coupled with an unbiased and independent financial advice, you will be able to make good financial decisions constantly, and move from where you are now to where you want to be in the future with higher certainty!

If you would like to have your very own personalised financial report, or if you would like to find out more,  you can reach out to me via WhatsappEmail or can also book an appointment with me directly via this link

I am committed to providing more value to my clients! I would appreciate it if you could provide me with your honest feedback on your financial planning session with me via this link!

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.