Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Back in 2016, I was about to be enlisted in the Military and I thought it would be a good idea to start saving money.
I met up with a few agents from reputable insurance companies, they all presented very well and I was almost sold on the spot several times. However, each time the meeting ended, I thought to myself…
“If Company A can offer me XX product, what can Company B offer to me?”
“This will take forever if I were to meet 10 different agents from 10 different insurance companies…”
“Wouldn’t it be good if there was a company that offers a One-Stop Service that could provide a comparison across the nation?”
That was when, I chanced upon Independent Financial Advisory.
My then advisor turned mentor, presented an excel comparison table that comprises of 6-8 companies and shared with me the features of each product.
“If you are looking for higher returns, company A is the best. If you are looking for flexibility, you can go for company B….”
And this was exactly what I was looking for!
———————————————–
Fast-forward today, I am truly blessed and motivated as I’m able to “pay-it-forward” to my clients!
Being in the Largest Financial Advisory Firm in Singapore, it is a One-Stop Service that provides a platform which comprises a wide range of solutions with multiple business partners.
Not being tied to a particular company/partner, we have the freedom of giving Unbiased advice and to give the Value-add that our clients deserve!
I’d like to say this to all my valued clients & prospective clients –
YOU are my boss, I work for YOU and YOUR INTEREST is my top priority!
As an IFA Representative, I help my clients in the aspect of Holistic Financial Planning and ensures that the financial advice given is free from the undue financial influence.
1) Wealth protection (Insurance)
– Able to do market comparison to find a suitable and cost-effective product.
– Insurance Portfolio Restructure (To find cost savings or maximise coverage)
– Insurance Portfolio Review
2) Wealth Accumulation (Investments)
– Invest in Unit Trust Funds through investment platforms & 101 ILP products.
3) Wealth Enjoyment (Retirement Planning)
– To find a suitable solutions that fits my client’s needs and retirement lifestyle.
4) Wealth Distribution (Will Writing)
– Distribute your wealth according to your choice.
5) Mortgage Loan Advisory
– Work with numerous banks in Singapore
– To provide advice on suited solutions and interest rates comparisons
6) Personal General Insurance
– Travel Insurance
– Motor Insurance
– Personal Accident Insurance
– Home Insurance
7) Corporate Insurance Solutions
– Employee Benefit Insurance
– Work Injury Insurance
– Personal Liability Insurance
– All Risk Insurance
– Foreign Worker Medical Insurance
– Insurance Bonds
– Motor Fleets
– Corporate Travel Insurance
And many more….
Curtin University (Singapore)
– Bachelor of Commerce – BCom, Finance and Marketing
Singapore College Of Insurance
– CMFAS M5, M9, HI
– CMFAS BCP, PGI, CGI
– CMFAS M6, M6A, M8/M8A, M9A (Exempted)
Falco Academy
– Intro to Estate Planning, Wills and Trust Planning
MAS REP No.: DWC300118726
Independent Wealth Adviser
Back in 2016, I was about to be enlisted in the Military and I thought it would be a good idea to start saving money.
I met up with a few agents from reputable insurance companies, they all presented very well and I was almost sold on the spot several times. However, each time the meeting ended, I thought to myself…
“If Company A can offer me XX product, what can Company B offer to me?”
“This will take forever if I were to meet 10 different agents from 10 different insurance companies…”
“Wouldn’t it be good if there was a company that offers a One-Stop Service that could provide a comparison across the nation?”
That was when, I chanced upon Independent Financial Advisory.
My then advisor turned mentor, presented an excel comparison table that comprises of 6-8 companies and shared with me the features of each product.
“If you are looking for higher returns, company A is the best. If you are looking for flexibility, you can go for company B….”
And this was exactly what I was looking for!
———————————————–
Fast-forward today, I am truly blessed and motivated as I’m able to “pay-it-forward” to my clients!
Being in the Largest Financial Advisory Firm in Singapore, it is a One-Stop Service that provides a platform which comprises a wide range of solutions with multiple business partners.
Not being tied to a particular company/partner, we have the freedom of giving Unbiased advice and to give the Value-add that our clients deserve!
I’d like to say this to all my valued clients & prospective clients –
YOU are my boss, I work for YOU and YOUR INTEREST is my top priority!
As an IFA Representative, I help my clients in the aspect of Holistic Financial Planning and ensures that the financial advice given is free from the undue financial influence.
1) Wealth protection (Insurance)
– Able to do market comparison to find a suitable and cost-effective product.
– Insurance Portfolio Restructure (To find cost savings or maximise coverage)
– Insurance Portfolio Review
2) Wealth Accumulation (Investments)
– Invest in Unit Trust Funds through investment platforms & 101 ILP products.
3) Wealth Enjoyment (Retirement Planning)
– To find a suitable solutions that fits my client’s needs and retirement lifestyle.
4) Wealth Distribution (Will Writing)
– Distribute your wealth according to your choice.
5) Mortgage Loan Advisory
– Work with numerous banks in Singapore
– To provide advice on suited solutions and interest rates comparisons
6) Personal General Insurance
– Travel Insurance
– Motor Insurance
– Personal Accident Insurance
– Home Insurance
7) Corporate Insurance Solutions
– Employee Benefit Insurance
– Work Injury Insurance
– Personal Liability Insurance
– All Risk Insurance
– Foreign Worker Medical Insurance
– Insurance Bonds
– Motor Fleets
– Corporate Travel Insurance
And many more….
Curtin University (Singapore)
– Bachelor of Commerce – BCom, Finance and Marketing
Singapore College Of Insurance
– CMFAS M5, M9, HI
– CMFAS BCP, PGI, CGI
– CMFAS M6, M6A, M8/M8A, M9A (Exempted)
Falco Academy
– Intro to Estate Planning, Wills and Trust Planning
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 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