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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Yan Xudong Max 颜旭东

Associate Director 副总监

About Yan Xudong Max 颜旭东

2015年开始从业,有超过7年的理财规划经验

Started working in financial industry since 2015, with more than 7 years of experience in financial planning

新加坡保险.投资.理财.信托等全球资产配置, 一站式,专业,独立。

Singapore insurance, investment, wealth management, trust and other global asset allocation, one-stop, professional and independent.

2007年移民定居新加坡的中国新移民,热爱简单的生活,乐于帮助他人,喜欢运动健身;恪守诚信,以客户利益为中心。

Chinese immigrant who has immigrated in Singapore since 2007, loves simple life, is willing to help others, likes to exercise and keep fit; abides by integrity and focuses on the interests of customers.

我的使命是帮助客户建立正确的理财观和方法论,实现财务健康。

My mission is to help clients establish correct financial management concepts and methodologies to achieve financial health.

我的定位:

为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

My Target:

Provide unbiased, professional, one-stop comprehensive financial consulting services for individuals and enterprises, and provide customers with high-quality wealth management and financial planning solutions.

保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:(Registered and licensed financial company by the Monetary Authority of Singapore)

新加坡最大的独立理财顾问公司(Singapore's largest independent financial advisory company)

Financial Alliance(鑫盟理财) , 20年经验.

我们公司的业务伙伴️:(Our Partners:)
18家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等)
4家基金交易券商平台(Havenport, iFAST奕丰, FAME辉立, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
2家家族信托公司(推荐)

FIT 财务规划,量身定制,财务健康,财务自由
F: Financial Service财务服务 (理财规划、投资咨询)
I: Insurance 保险 (代理18家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)