AIA Centurion PA

Enjoy the peace of mind from protection can bring - especially during your golden years.


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Comprehensive Protection for Physical and Mental Health

 

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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Wang Wei Xian Sarah

Financial Advisory Manager

About Wang Wei Xian Sarah

It was almost an epiphany when I came across a module in personal financial planning as I pursued a double major in Accountancy and Finance at the Singapore Management University. I realised that many finance students understand the theory of finance but very few are propelled to take action and live out that knowledge.

Inspired, I chose to become a financial planner who works for the benefit of my clients and who guides them in making informed decisions to provide for their loved ones, fulfil their dreams and pass on their values.

Today, my clients include the patriarch of a well established family with a net asset value of over S$20 million.

My Qualifications:

  • Bachelor of Accountancy, Singapore Management University
  • Associate Wealth Planner™
  • Certified Islamic Wealth Adviser

In my personal time, I enjoy serving in church as an acoustic guitarist and sport activities such as skateboarding and boxing.

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.