Helping people enjoy life and grow their income by managing their finances, insurance + investments
I believe in the art of keeping things simple, especially finances.
After more than a decade of working within the financial sector, I’ve learned the best way to approach life and finance is to enjoy everyday pleasures and to take easy steps to manage and grow finances – whether its insurance plans, finding a suitable mortgage loan, or putting together an investment portfolio.
With a degree in IT, a background in banking, and a passion for connecting with people, my approach to wealth management is equally personal, practical, and high-tech.
I believe in being honest and helpful at all times, and leveraging technology to streamline the process. I work with people on what they are comfortable with rather than pushing an agenda.
It comes down to helping people reach their financial goals, whether it's buying a house, planning for retirement, making sure they’re protected from events beyond their control, getting into the property market, or making sure they protect their wealth.
While I’m not advising, you can find me taking photos, traveling, and appreciating the simple things on Instagram.
“Winston sets himself apart from other financial advisers i've worked with by putting the relationship before the sale. He seeks to carefully ask diagnostic questions to establish the real underlying needs before recommending a solution. He is not afraid to walk away from a sale if he strongly believes that the product is not suitable for his client. That's courage and integrity there. I strongly encourage anyone who is serious about looking after their financial wellness to work with Winston. You'll find that he is a caring and worthy ally in this.”
Jonathan Low“One can always count on Winston for a quick response and detailed, attentive follow up. A definite ally to have for financing needs.”
Ming W. HoTrusted 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 Winston Khoo Wei Sern could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.