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Buy NowSimple. Optimistic. Uncomplicated. Liberalistic. Practical Minimalist.
I started my financial planning career 12 years ago, after 10 years in the landscaping industry. What I realize after years as a financial planner, plants and people are similar. Both require time, TLC and correct environment to grow and thrive well.
I make these factors the guiding principles in my work. I spend time understanding my clients and their needs, helping them understand complicated financial issues, before providing them with solutions that are customized to their needs. My clients appreciate the way I simplify matters and help them see things from another angle. We continue to grow our business relationships to friendships.
I also enjoy learning and make lifelong learning a part of my life as I believe I don't know what I don't know! Sharing my knowledge with people who appreciate and value them is my passion!
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.