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Buy Now理财团队高级总监;
个人业绩纪录保持者(Top producer), 团队业绩冠军(Top Leader),团队业绩纪录保持者;领跑者;
新加坡最大IFA公司冠军理财团队洛奇财富团队创始人;
洛奇财富团队的使命宣言(RockWealth group mission statement):
在新加坡和大中华地区, 打造高度称职理财顾问,服务高度赏识客户群体,建立高度互利朝阳事业.
RockWealth Group Makes Your Wealth Robust.
我是移民新加坡的中国人;生活简单,愿意帮助他人,喜欢运动(乒乓球,篮球,跑步等);恪守诚信、荣神益人!
我的愿景是让您财务更健康、人生更丰盛。My vision is to make life great again with financial fitness.
我的使命是帮助客户建立正确的理财观和方法论,实现财富健康。My mission is to help people build up correct financial and investment mindset, find the right way to grow wealth to achieve financially FIT.
在新加坡最大的IFA公司financial alliance做理财高级总监,擅长大额保单实操、保险规划、退休规划、基金投资建议、遗嘱和家族信托安排、家族办公室、传承规划、高净值私人财富管理等,真正以客户为中心的专业中立一站式全面综合理财规划服务.
联系微信: xyzupup
助理微信: RockyPA001
约时间一对一咨询,请点击这里
了解行业,公司和团队,请点击这里约面谈
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.