Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
When I first started as a financial adviser in 2005, I had approached my warm market that consists of immediate family, relatives, friends, ex colleagues and schoolmates, to engage in my financial planning services. Through my sincerity, diligence, professionalism and unbias advice, these people engaged my financial planning services and also in turn referred their families and friends to me.
Thus, referrals have become my main source of acquiring new clients.
I am happy to share that majority of the warm market whom I have approached remain my clients till today. Those clients whom I have acquired through referring, we have deepen our relationship from adviser-client relationship to friendship. I have attended numerous weddings, full month celebrations and birthday celebrations of my clients. Sometimes, an annual review session is more like a chat up session these days.
I aim to build a long term relationship with my clients and to provide the most suitable solutions to their financial situations.
I want to be someone whom my clients can trust in both good times and bad times.
Financial Planning is like running a 42.195 km full marathon.
I break down Financial Planning process into bite size so that my clients can plan for their future and also be able to enjoy the current Lifestyle.
I also explain the jargons using simple story so that my clients can understand and make informed decision making.
I customise individual’s planning according to their needs, wants and desires.
The existing clients that I am servicing are :
1) Young Adults, fresh out from school and working for a few years. They are mostly my clients’ children who are taking over the plans which their parents have bought for them and begining to understand what they have and what they need for the future.
2) Mature Adults who are Single and with Elderly Parents to take care of. These group of clients are require to save for their retirement needs and also require to take care of their elderly parents
3) Mature Adults with children and Elderly Parents to take care of. The Sandwich generation, typically in their thirties or forties, responsible for bringing up their own children and for the care of their aging parents
4) Pre Retirees with grown up children. This group of clients want to ensure that their retirement planning are in place.
5) Retirees. This group of clients want to ensure that their retirement funds can last as long as they are alive and they can beat inflation rates.
Personal Level Achievement :
2004 : Bachelor of Science in Business and Management Studies (Marketing) Honours
2008 : MDRT Qualifying Member
2009 : MDRT Qualifying Member
2013 – 2019 : MDRT Qualifying Member
2020 – 2022 : MDRT Qualifying and Life Member
Professional Level Achievement :
Since 2005 : CLI,ILP,HI,FNA,BCP, PGI, CGI, M6, M8, M8A, M9, M9A
2010 : AFP (Associate Financial Planner certification)
2013 : AWP (Associate Wealth Planner certification)
2016 : CFP® (Certified Financial Planner)
Corporate Level Achievement :
2020 : Merit Class Award
2021 : Eminence Class Award
2022 : Eminence Class Award
2023 : Prestige Class Award
Work Experience :
Apr 2005 to Feb 2007 : Finexis advisory Pte Ltd
Mar 2007 to Dec 2019 : Professional Investment Advisory Services Pte Ltd
Jan 2020 to present : Financial Alliance Pte Ltd
MAS REP No.: TCP100041899
Associate Wealth Advisory Director
When I first started as a financial adviser in 2005, I had approached my warm market that consists of immediate family, relatives, friends, ex colleagues and schoolmates, to engage in my financial planning services. Through my sincerity, diligence, professionalism and unbias advice, these people engaged my financial planning services and also in turn referred their families and friends to me.
Thus, referrals have become my main source of acquiring new clients.
I am happy to share that majority of the warm market whom I have approached remain my clients till today. Those clients whom I have acquired through referring, we have deepen our relationship from adviser-client relationship to friendship. I have attended numerous weddings, full month celebrations and birthday celebrations of my clients. Sometimes, an annual review session is more like a chat up session these days.
I aim to build a long term relationship with my clients and to provide the most suitable solutions to their financial situations.
I want to be someone whom my clients can trust in both good times and bad times.
Financial Planning is like running a 42.195 km full marathon.
I break down Financial Planning process into bite size so that my clients can plan for their future and also be able to enjoy the current Lifestyle.
I also explain the jargons using simple story so that my clients can understand and make informed decision making.
I customise individual’s planning according to their needs, wants and desires.
The existing clients that I am servicing are :
1) Young Adults, fresh out from school and working for a few years. They are mostly my clients’ children who are taking over the plans which their parents have bought for them and begining to understand what they have and what they need for the future.
2) Mature Adults who are Single and with Elderly Parents to take care of. These group of clients are require to save for their retirement needs and also require to take care of their elderly parents
3) Mature Adults with children and Elderly Parents to take care of. The Sandwich generation, typically in their thirties or forties, responsible for bringing up their own children and for the care of their aging parents
4) Pre Retirees with grown up children. This group of clients want to ensure that their retirement planning are in place.
5) Retirees. This group of clients want to ensure that their retirement funds can last as long as they are alive and they can beat inflation rates.
Personal Level Achievement :
2004 : Bachelor of Science in Business and Management Studies (Marketing) Honours
2008 : MDRT Qualifying Member
2009 : MDRT Qualifying Member
2013 – 2019 : MDRT Qualifying Member
2020 – 2022 : MDRT Qualifying and Life Member
Professional Level Achievement :
Since 2005 : CLI,ILP,HI,FNA,BCP, PGI, CGI, M6, M8, M8A, M9, M9A
2010 : AFP (Associate Financial Planner certification)
2013 : AWP (Associate Wealth Planner certification)
2016 : CFP® (Certified Financial Planner)
Corporate Level Achievement :
2020 : Merit Class Award
2021 : Eminence Class Award
2022 : Eminence Class Award
2023 : Prestige Class Award
Work Experience :
Apr 2005 to Feb 2007 : Finexis advisory Pte Ltd
Mar 2007 to Dec 2019 : Professional Investment Advisory Services Pte Ltd
Jan 2020 to present : Financial Alliance Pte Ltd
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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
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For those comfortable managing their own insurance needs, these are some options to purchase life 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.
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.
Chubb Personal Accident Guard
Singlife Cancer Cover Plus II
TM Protect MosBite
Singlife Digital Saver II
AIA Solitaire PA (II)
Singlife CareShield Standard & Plus