ENG 中文

Marshall Wong

Financial Planner

(MAS REP No.: ABCD 12345)
I Talk Finance and Build Websites
  • Licensed Financial Planner
  • Web Designer

Hobbies:

  • Aquascaping
  • Scuba – Diving
  • Free – Diving
  • Outdoor activities

What interest me:

  • Goals and plans
  • Food
  • Personal growth

For a 1:1 meeting, please contact me on WHATSAPP.

0
Clients under my Care
S$ 0
Total Sum Assured Under My Care
0 Families
Family under my care

Services

Insurance Review
SRS Savings
Investment Portfolio Review
Children Education Funding
Retirement Planning
Comprehensive Financial Planning

Content

Everything Newlyweds Should Know about Coupling Finances
3 Ways Millennials Can Start Saving More Money
[VIDEO] Women Ready to Put Their Money to Work for Them

Videos

test video
Video test 3

Events

Financial Freedom Make Easy

Quick Insurance Comparison

Testimonials

Marshall have been thorough with his advice. I would also like to take this opportunity to highlight Marshall is being very patience with all my questions as he knows that I do not have any knowledge with regards to finance. He also recommended great solutions for me and my family. If you are looking for a genuine and honest financial advisor, look no further!

Jason Doe

Marketing Lead

专业的咨询,让我可以慢慢的一步一步实现我的目标。Marshall让我从小事做起,先储蓄3个月的工资。对于月光族的我来说,其实我没有想过我能在一年内做到。现在我有多余的资金,可以开始一些小的投资项目。中肯的建议,不强制推销任何项目,也是Marshall令我很满意的一个原因。Marshall告诉我说希望理财可以帮助到更多的人达到自己的目标,不是只有有钱人才能。所以我也在慢慢的去做,谢谢Marshall令我的财政状况有了改善。希望更多人可以受惠!

Jason Mendezz

Manager

Through Marshall, I have a greater understanding on insurance products, including the existing plans that I have. As Marshall does not represent any insurance company, he is able to offer objective view on the importance of different insurance plans, as well as the most cost effective ways to achieve adequate coverage. These are what many insurance agents that I met are unable to provide, or simply wouldn’t tell me.

Jane Doe

Accountant

My Contact

Enquiry

Social

ENG 中文

Marshall Wong

MAS REP No.: ABCD 12345

Financial Planner

I Talk Finance and Build Websites
  • Licensed Financial Planner
  • Web Designer

Hobbies:

  • Aquascaping
  • Scuba – Diving
  • Free – Diving
  • Outdoor activities

What interest me:

  • Goals and plans
  • Food
  • Personal growth

For a 1:1 meeting, please contact me on WHATSAPP.

0
Clients under my Care
S$ 0
Total Sum Assured Under My Care
0 Families
Family under my care

Services

Insurance Review
SRS Savings
Investment Portfolio Review
Children Education Funding
Retirement Planning
Comprehensive Financial Planning

Content

Everything Newlyweds Should Know about Coupling Finances
“Couples have a very hard time talking about money,” Joan Atwood, a Hofstra University professor ...
3 Ways Millennials Can Start Saving More Money
For too long, Millennials have gotten a bad rap about money and their ability to save for a rainy...
[VIDEO] Women Ready to Put Their Money to Work for Them
Why women lag behind men in investing, Murphy has her own theory: “Sixty-five percent of them equ...

Videos

test video
Video test 3

Event

Financial Freedom Make Easy

Personal Accident Insurance

Travel Insurance

Motor Insurance

Testimonials

Marshall have been thorough with his advice. I would also like to take this opportunity to highlight Marshall is being very patience with all my questions as he knows that I do not have any knowledge with regards to finance. He also recommended great solutions for me and my family. If you are looking for a genuine and honest financial advisor, look no further!

Jason Doe

Marketing Lead

专业的咨询,让我可以慢慢的一步一步实现我的目标。Marshall让我从小事做起,先储蓄3个月的工资。对于月光族的我来说,其实我没有想过我能在一年内做到。现在我有多余的资金,可以开始一些小的投资项目。中肯的建议,不强制推销任何项目,也是Marshall令我很满意的一个原因。Marshall告诉我说希望理财可以帮助到更多的人达到自己的目标,不是只有有钱人才能。所以我也在慢慢的去做,谢谢Marshall令我的财政状况有了改善。希望更多人可以受惠!

Jason Mendezz

Manager

Through Marshall, I have a greater understanding on insurance products, including the existing plans that I have. As Marshall does not represent any insurance company, he is able to offer objective view on the importance of different insurance plans, as well as the most cost effective ways to achieve adequate coverage. These are what many insurance agents that I met are unable to provide, or simply wouldn’t tell me.

Jane Doe

Accountant

CONTACT US

Contact Me

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ACKNOWLEDGEMENT

By submitting this form, I confirm that

提交此表格,即表示

  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
  • I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策

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