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Buy NowAs a firm believer in the significance of financial literacy and the importance of insurance, I embarked on my career in the insurance industry at a young age. Over the years, my journey in this field has allowed me to connect with individuals from diverse walks of life, each navigating their unique life stages.
In my current role as a representative of an independent financial firm, I have strived to elevate the level of financial advisory services, focusing on enhancing financial literacy for both my clients and the broader community. My commitment lies in providing impartial advice on an array of products and solutions that can genuinely benefit individuals and families.
The unwavering support and appreciation from satisfied clients, friends, and referrals throughout my business career have been my driving force to continually improve and serve with excellence.
Beyond my professional pursuits, my greatest joy and passion are my two sons and the children I engage with during my free time. I aspire to be the catalyst and motivator in their lives, imparting essential life skills and values that will guide them towards a prosperous and fulfilling future.
If you are keen to find out more, do get connected with me.
https://calendly.com/casnaomileong/meetings-with-cas-naomi
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.