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Footnote
1. Refers to monthly premiums for Plan 1 of Basic Benefits.
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Buy NowWith over a decade of experience in the financial advisory industry, I’ve dedicated my career to helping professionals and business owners navigate their wealth journey with clarity and confidence.
My journey began with a solid academic foundation in Banking and Finance. While I initially aspired to be a private banker, I discovered my true calling after transitioning into Financial Advisory—where I found deeper meaning and impact in serving individuals directly.
To better support my clients, I attained professional designations such as the Associate Wealth Planner (AWP) and Associate Estate Planning Practitioner (AEPP). These credentials have strengthened my ability to provide holistic, tailored solutions across the areas of wealth accumulation, protection, and legacy planning.
At the heart of my practice lies the Soul Wealth Group’s Wealth Journey model—a structured framework that guides clients through every life stage. Whether you're starting your first savings plan, growing your investment portfolio, or preparing for retirement, I’m here to simplify the process and make it actionable.
I believe that financial success starts with understanding. By breaking down complex concepts into clear, manageable steps, I empower my clients to make confident, informed decisions.
Let’s take small, intentional steps today—so you can enjoy a secure and prosperous tomorrow.
By definition, a FA firm is one that sells the products from more than one insurer or business partner.
However, you should consider whether the FA firm can ensure that financial advice given is free from the undue financial influence.
Ever since our founding more than two decades ago, Financial Alliance is committed to offer impartial and client-centric financial advice.
We have your best interest at heart and will leave you to make your decision.
If suitable and impartial financial advice is what you seek, then you should only engage a trusted FA firm.
At Financial Alliance, we are dedicated to offering our clients the best financial advice.