As a Certified Financial Planner with over 18 years of experience, I’ve dedicated my career to guiding high-net-worth individuals and families towards a state of “Soul Wealthy” – a life lived with financial freedom and purpose. My journey began with a deep understanding of the anxieties that keep successful individuals awake at night: concerns about retirement security, legacy and ensuring a prosperous future for loved ones.
I believe in a holistic approach to financial planning, going beyond simply managing investments. I focus on building strong client relationships, deeply understanding their unique aspirations, and tailoring strategies that align with their values and long-term goals. Whether it’s navigating complex estate plans, optimizing cash flow, or ensuring a smooth transition of wealth across generations, I provide personalized guidance with empathy and unwavering support.
My passion lies in empowering clients to make informed decisions, achieve their financial goals, and live a life of purpose and fulfillment. I am committed to helping you build a secure financial future for yourself and your family, ensuring that your legacy endures for generations to come.
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.