Abby Yu 于跃

Senior Consultant 资深理财顾问

(MAS REP No.: YYA300385053)
Helping all my clients to achieve their financial goal earlier.

在理财规划行业从业超过六年,谦虚并与时俱进使我能更好的聆听客户的需求,从而为他们做出最合理的规划。保障主动收入,建立被动收入,在对抗通胀的同时,更能够保障生活品质的稳步提升。

Working in the financial planning industry for more than six years, being humble and keeping myself up with the times enables me to be a good listener to understand the needs of clients and make the most reasonable recommendations for them. Protecting active income and establishing passive income can help client has the steady improvement of the quality of life while fighting against inflation.

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Abby Yu 于跃

MAS REP No.: YYA300385053

Senior Consultant 资深理财顾问

Helping all my clients to achieve their financial goal earlier.

在理财规划行业从业超过六年,谦虚并与时俱进使我能更好的聆听客户的需求,从而为他们做出最合理的规划。保障主动收入,建立被动收入,在对抗通胀的同时,更能够保障生活品质的稳步提升。

Working in the financial planning industry for more than six years, being humble and keeping myself up with the times enables me to be a good listener to understand the needs of clients and make the most reasonable recommendations for them. Protecting active income and establishing passive income can help client has the steady improvement of the quality of life while fighting against inflation.

服务三大板块:

  • 个人/家庭 理财规划: 独具优势,可为客户比较筛选行业内性价比最高的金融工具,来建立家庭完整的理财体系,涵盖保险,投资,及传承服务。
  • 私人资产/高净值 理财规划: 帮助高净值客户全方位的规划,涵盖家族办公司,信托建立等。
  • 商业理财规划: 为企业提供增值解决方案和非商业保护。涵盖商业继任规划,员工福利规划,及保护您的企业资产免受火灾、洪水、法律影响和事故的影响。

Services: 

  • PERSONAL FINANCIAL ADVISORY: Provides everything from wealth protection to retirement planning and will writing.
  • PRIVATE WEALTH ADVISORY: Provides everything needed to maximize the wealth of individuals with high net worth.
  • CORPORATE FINANCIAL ADVISORY: Provides wealth-enhancing solutions and non-commercial protection for corporations.

Empowering Clients to Achieve Financial Goals and Safeguard Their Families

Introduction: As a dedicated and experienced financial advisor, I have had the privilege of assisting numerous clients in realizing their financial aspirations while ensuring the protection and well-being of their loved ones. Through personalized guidance and strategic planning, I have been instrumental in helping individuals and families navigate the complexities of wealth management, ultimately empowering them to achieve their desired financial outcomes.

Client-Centric Approach: Central to my philosophy as a financial advisor is my unwavering commitment to putting clients first. By taking the time to understand their unique circumstances, aspirations, and concerns, I am able to tailor comprehensive financial strategies that align with their specific goals. Whether it involves wealth accumulation, retirement planning, or estate preservation, I strive to provide personalized solutions that reflect the individual needs and aspirations of each client.

Goal Attainment: My greatest satisfaction stems from witnessing clients successfully reach their financial goals. By leveraging my expertise in investment management, risk assessment, and financial planning, I have guided clients through diverse market conditions, helping them optimize their financial resources and mitigate potential risks. Together, we have implemented sound investment strategies, identified lucrative opportunities, and navigated market fluctuations to drive portfolio growth and enhance their financial positions.

Family Protection: In addition to fostering financial growth, I firmly believe in safeguarding the interests of my clients’ families. Understanding the importance of their loved ones’ well-being, I have emphasized the implementation of comprehensive insurance and estate planning solutions. By offering insights into suitable life insurance policies, disability coverage, and long-term care planning, I have helped clients secure their families’ financial futures, ensuring they are protected in the face of unexpected challenges.

Educational Empowerment: Recognizing that financial literacy is essential for long-term success, I have made it a priority to educate my clients on various financial concepts and investment strategies. Through clear and concise explanations, I empower them to make informed decisions, fostering a sense of ownership and confidence in their financial journeys. By promoting ongoing education and open communication, I create an environment of trust and collaboration that enables clients to take an active role in shaping their financial destinies.

Conclusion: My achievements as a financial advisor lie not only in the successful attainment of clients’ financial objectives but also in the profound impact I have made on their lives and the security of their families. By combining personalized strategies, meticulous planning, and a genuine commitment to their well-being, I have had the privilege of helping individuals and families thrive financially while safeguarding their futures. It is through these achievements that I derive great fulfillment and reaffirm my dedication to serving as a trusted partner on their financial journeys.

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新加坡投资系列:破解陷阱密码,不再踏上亏本之途
在充满机遇和风险并存的金融世界中,许多投资新手怀着对财务成功的高期望踏上了投资之路。然而,相当一...
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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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