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Buy NowTo make simple, that which is complicated;
For I will move at the pace most comfortable for you, walking alongside life's celebrations and milestones in the many seasons ahead.
With over 10 years of experience, armed with disciplines in Banking and Finance, as well as being a Certified Financial Planner (CFP®), I seek to guide and navigate my clients towards achieving their Financial Dreams and Goals within their Lifetime. Over the years servicing a wide variety of clients, I have developed a multitude of unique pathways for young couples and clients in identifying opportunities, and how to capitalise on them in order ensure that their goals are easily achievable.
Growing up in single parent family, I personally understand the pains of failing to mitigate financial risks, and the importance that couples adequately cover themselves especially when they are young parents with children or planning to do so in the near future.
Over a decade of service dedicated to planning for my clients' financial success, I have adopted a specialised approached to assisting his clients with developing strategies to tackle tough financial decisions needed for starting a family. My key insights have assisted many clients in making optimal decisions for their finances, having developed a keen eye for spotting financial potholes that most would have missed out.
My goal for everyone is to be prepared for what life throws at us, rain or shine. I aim to help clients achieve financial independence early so that we can live life worry free knowing that we have a plan for everything.
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.