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Buy NowMy name is Wang Yawei, a Financial Advisory Director at Financial Alliance, dedicated to providing professional financial advice and services to our clients. I am originally from China and moved to Singapore in 2008 after receiving the Singapore MOE Scholarship. I pursued my degree at the National University of Singapore (NUS) before starting my career in the financial industry.
My journey began in 2014 as a financial advisor with AXA. In 2016, I joined AIA Singapore and quickly advanced to the role of Financial Services Manager, where I started building my own team - ANXIN Wealth Group. By 2019, I was promoted to Financial Services Associate Director as my team continued to grow. In 2022, I made a significant decision to transition from a tied-up insurance agency to an Independent Financial Advisor, joining Financial Alliance, which is where I am today. Currently, I lead a team of 21 advisors as the Financial Advisory Director.
What sets us apart is our genuine care for our clients' interests and our commitment to providing professional advice and services. Our focus is not just on product knowledge, but also on financial planning knowledge and skills. As a team leader, I care deeply about my advisors, prioritizing quality over quantity. My goal is to see them grow and achieve their dreams while building meaningful careers.
We find joy not just in the money we make, but in the fulfilling work we do, and the positive impact we have on our clients' lives. Feel free to explore my website and don't hesitate to contact me to learn more about our team, our services, and how we can help you.
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安新财富管理:安居新加坡,安心规划未来
我叫王亚威,现任鑫盟理财(Financial Alliance)的理财团队总监,致力于为客户提供专业的金融建议和服务。我来自中国,2008年获得新加坡教育部SM2奖学金后移居新加坡,在新加坡国立大学(NUS)攻读学位。毕业后,我开始了我在金融行业的职业生涯。
我自2014年加入AXA,担任理财顾问。2016年,我加入了AIA新加坡,并迅速晋升为金融服务经理,开始组建自己的团队-安新财富管理。到2019年,随着团队不断壮大,我晋升为金融服务副总监。2022年,我做出了一个重要的决定,从与保险公司捆绑的代理商转为独立财务顾问,加入了鑫盟理财,也就是现在的公司。目前,我作为财务顾问总监领导着一个由21名顾问组成的团队。
我们与众不同之处在于,我们真诚关心客户的利益,并致力于提供专业的建议和服务。我们不仅注重产品知识,还注重财务规划知识和技能。作为团队领导者,我非常关心我的顾问们,优先考虑质量而非数量。我的目标是帮助他们成长并实现他们的梦想,同时建立有意义的职业生涯。
我们的幸福感不仅来自于赚钱,更来自于充实的工作、对客户生活产生积极影响的事业。请阅览我的网站,了解更多关于我们团队、我们的服务以及我们如何为您提供专业服务的信息。如有任何问题,请随时与我们联系。
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.