As a former Army Officer turned Financial Consultant, I live by the principle: "If we fail to plan, we plan to fail." This military precision forms the foundation of my approach to financial planning, helping professionals and civil servants secure their financial independence.
Combining my military leadership experience with MDRT recognition, I transform complex financial situations into clear, actionable plans. My mission is to guide young professionals toward financial independence by 50, while empowering those in their 50s and 60s to pursue their passions. As a caregiver to elderly parents, I deeply understand the importance of comprehensive retirement planning.
Beyond my professional role, I serve as Vice President of a Cantonese Association and actively volunteer in my church. I create a thoughtful space where we can examine your financial position and transform retirement planning into a manageable journey toward financial serenity.
“Kum Soon has diligently monitored and kept me posted on my portfolio as compared with other advisors that I have worked with in the past. Based on his investment advice and strategies, my portfolio has achieved an annualized return of 7.3% in 2013. ”
Toh Choong Sang““I continue to engage Kum Soon as my advisor because of his performance and the positive results he delivers. I am very pleased to see my portfolio becoming profitable.” ”
Azman Bin Talib“Kum Soon is a reliable and honest adviser. He is always on his toes and meets up with me regularly to give me updates on the global investment markets. In October 2011, my wife and I decided to engage him to review our other loss-making investment portfolio which is managed by a local bank. My portfolio with the bank had lost 18% since we invested with them on 2 October 2007 and my banker was not making any headways. Through Kum Soon's advice and active management, we are very pleased that our portfolio has recovered all our losses and made a total return of 23%.”
Justin LeeTrusted 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 Wong Kum Soon 王锦顺 could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.