From the age of 5, my childhood ambition was to become a teacher. After seven fulfilling years of shaping young minds and instilling values in primary school children, I transitioned into the finance industry. Despite the change, my core belief in education remains unwavering, now focused on the realm of FINANCIAL EDUCATION.
Seeking a happy life is a universal pursuit, often manifesting in our work, relationships, health, and wealth. This quest frequently involves decision-making, guided by fundamental questions:
Reflecting on these questions has been pivotal in my own decision-making journey and has guided many clients, who have become good friends, over my 13-year career in this financial planning journey.
Financial planning extends far beyond the realm of the wealthy; it's not merely about calculations or product comparisons, tasks easily handled by robo-advisors. True financial planning begins with a reflective journey, where we delve into your dreams and aspirations, setting meaningful goals. Only then do we assess your current financial standing, manage your finances, and craft a plan to realize those aspirations.
If this resonates with you, let's connect to make decisions together that your future self will truly appreciate.
“Sherene has been my consultant since 2010 and while it all started because I wanted to support a friend who was starting out as a financial consultant, she has always impressed me with her dedication and professionalism. She sincerely believes in her mission to help her clients protect and grow their wealth. She seeks to understand her clients first before providing customised advice and even when I had issues with some financial products which I did not purchase through her, she was very willing to help me resolve those issues, all in the name of wanting the best for her client. That is why I have implicit trust in her.”
Gary Teo“I have been with a few different financial advisory firms, and my current experience has been the most helpful. In a span of not more than a year, my advisor Sherene Lua helped me create a financial safety net amongst other financial goals. The financial planning process is also very transparent and thorough. If you have serious intentions about your future, should seriously consider giving them a call.”
Dwayne Wong“I have been engaging Sherene to manage my investment portfolio for the last 5 years. I am really satisfied with the company's system on how they manage and take care of their clients. I personally would like to thanks Sherene as my financial consultant. She is really patient and professional to advice me. Definitely not a pushy financial sales person to ask you buy unwanted things. People out there can have full trust to Sherene to take care of your portfolio.”
Neo HunyaoTrusted by 120k+ Clients in Singapore
with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
clients and growing
financial adviser representatives
years in business
assets under advice
An in-depth insurance portfolio review with Sherene Lua Chen Ting could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.