AIA Centurion PA

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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Marshall Wong

Financial Planner

About Marshall Wong

As a dedicated financial consultant in Singapore, my mission is to empower young working adults with the knowledge and tools they need to achieve their financial goals and retire early. Through expert financial planning, I guide my clients on the path to financial freedom and security.

I understand the challenges that young professionals face when navigating the complex world of finances. My goal is to simplify this journey for them, ensuring they don't waste their hard-earned money on the wrong products and services.

With a wealth of experience and a deep understanding of the local market, I customize financial strategies that align with each individual's unique circumstances and aspirations. Whether it's building a strong investment portfolio, managing debts effectively, or planning for long-term wealth creation, I am here to support and guide them at every step.

Together, we will create a roadmap to financial success, empowering young adults to embrace their future confidently and retire early, with peace of mind and financial independence. Let's embark on this journey towards a secure and prosperous tomorrow.

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.