With over a decade in financial consulting and an Actuarial Science foundation, I specialize in providing comprehensive insurance and investment solutions for business owners, with particular expertise in the construction and manufacturing sectors, while serving families with cross-border financial needs between Singapore and Malaysia. My expertise helps business leaders protect their operations, optimize costs, and build sustainable wealth through strategically integrated financial planning that works seamlessly across borders.
As a father of two and an experienced consultant who has served over 60 families and companies, I understand the unique challenges faced by business owners across different industries.
For my business clients, I focus on comprehensive insurance planning with premium comparisons and negotiations to optimize costs.
For individual clients, I utilize advanced technology to streamline their financial planning process, ensuring efficient wealth management and retirement planning that aligns with their personal goals.
My approach combines professional expertise with personal attention – I take time to understand your business operations and family needs before recommending solutions. Whether you’re looking to protect your business assets, optimize your insurance coverage, or create a comprehensive investment strategy that works across Singapore and Malaysia, I ensure you have a clear roadmap to achieve your financial objectives.
My clients appreciate having a dedicated advisor who’s easily accessible and committed to providing unbiased, practical financial guidance for both their business and personal needs.
Core Services:
1. Comprehensive Financial Planning:
– Cash Flow Analysis & Optimization: Identifying and minimizing unnecessary expenses, maximizing income, and optimizing cash flow for maximum impact.
– Retirement Planning: Developing a personalized retirement plan, including strategies for income generation, healthcare, and estate planning in retirement.
– Investment Planning & Management: Portfolio construction and management, including asset allocation, risk management, and investment selection.
– Tax Planning & Optimization: Minimizing tax liabilities through strategies like tax-efficient investments, estate planning, and charitable giving.
– Insurance & Risk Management: Assessing and mitigating risks through appropriate insurance coverage (life, health, disability, long-term care).
2. Business Insurance: Employee Benefit, Contractor/Erection All Risk, Work Injury Compensation, Foreign Worker Medical, Office/Warehouse Fire Coverage, Public Liability, Performance Bonds
3. Personal General Insurance: Motor, Personal Accident, Travel, Golf
Specialized Services:
4. Estate & Legacy Planning:
– Will & Trust Planning: Drafting and reviewing wills, trusts, and other estate planning documents.
– Succession Planning: Advising on the transfer of wealth and business ownership across generations.
5. Value-Added Services:
– Personalized Client Service: Dedicated client service with regular reviews and ongoing support.
– Access to Exclusive Investment Opportunities: Access to private equity, hedge funds, and other alternative investments.
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
By submitting this form, I confirm that
提交此表格,即表示
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
Subscribe to our newsletter to receive updates on our latest content!
Financial Alliance actively seeks skilled professionals, both experienced and aspiring, with a wide range of opportunities to showcase their expertise and grow their careers.
Invite your potential candidate to learn about the systems and tools within Financial Alliance
Join Kenny Loh, a former Engineer turned Top Financial Advisor, for a FREE webinar revealing his secrets to building a rewarding career at Financial Alliance, Singapore’s Leading IFA.
Financial Alliance offers you the way out – Flexibility, Growth, and a Financially Rewarding Career Awaits
Learn more about Financial Alliance and how we accelerate our consultant’s career in the financial advisory industry.
Explore the 7 unique key offers that Financial Alliance will help you to grow your career and business.
Have a question for us? Join our webinar to have your question answered by Mr. Tony Ong, Director of FAR Development.
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.