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Buy Now2019年移民新加坡,和家人定居于此。
作为新一批的华人移民,深感新加坡大环境已与多年前大不相同。自踏入金融保险业后大多服务中国新移民群体,相同的文化背景和社会处境,让我更能设身处的理解客户需求。
【人生投资组合】
我们都将活到100岁,长寿时代,我们的生活和工作要怎么办?
建立一个优质高效的“投资组合”是人生长期战略的核心。
财富积累则是其中最重的部分。
我的工作就是和你一同打造最适合你的『人生投资组合』
中立、专业、长期主义是我的职业理念。
百岁人生的路上,我们长久相伴。
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.