Meet Your #ChooseQuality
Financial Adviser Representative

您好，我是洪娜（Hongna），现任新加坡理财顾问公司 Financial Alliance 鑫盟理财的资深理财顾问，拥有8年从业经验，持有国际金融理财师CFP®认证及AEPP高级认证，并荣获新加坡银行与金融学院（IBF）高级认证。

我专注为职场人士、家庭及企业提供全方位的财务保障和理财规划服务，特别致力于成为在新加坡的华人、新移民及其公司最值得信赖的财务规划伙伴。

我从单一保险公司起步，现已全面转型为独立理财顾问，始终秉持“客户优先”的原则，为客户提供中立、客观、专业的财务建议。无论是医疗保险索赔、教育与养老规划，还是企业员工福利与商业保险，我都能为您量身定制解决方案。

我希望成为您家庭和企业财务的“急救工具箱”，在风险来临前预先准备好合适的工具，在关键时刻提供及时、准确的帮助。

我的服务范围包括：
🔹 医疗与人寿保险规划（风险管理）
🔹 教育与退休金规划
🔹 财富保障与投资组合规划及年检
🔹 遗产与传承规划（CPF提名、LPA、遗嘱等）
🔹 企业员工福利保险、商业财产险等

欢迎添加我成为您的理财伙伴，为您的家庭与企业保驾护航。

Hello, I’m Hongna, a Senior Financial Advisor at Financial Alliance – the largest Independent Financial Advisory (IFA) firm in Singapore – with 8 years of experience in the industry. I hold the CFP® (Certified Financial Planner), AEPP certification, and the IBF Advanced Level accreditation from the Institute of Banking and Finance Singapore.

I specialize in delivering holistic financial protection and planning solutions for professionals, families, and business owners – with a particular focus on Chinese expatriates and new immigrants in Singapore.

Transitioning from a tied agency to an independent advisory platform, I stay committed to putting my clients' best interests first, offering neutral and tailored financial solutions. Whether it’s claims for hospital insurance, planning for education or retirement, or setting up employee benefits and corporate insurance, I aim to be your go-to advisor for all financial protection needs.

My goal is to serve as your Financial First Aid Kit – having the right tools (plans) ready in advance and applying them correctly when needed.

My key services include:
🔹 Health & Life Insurance Planning
🔹 Education & Retirement Planning
🔹 Investment & Protection Portfolio Review
🔹 Estate Planning (CPF Nomination, LPA, Will)
🔹 Employee Benefits and General Insurance for Businesses

Let’s connect – I look forward to being your trusted partner in both personal and corporate financial planning.