Hi, I am Daryl Woon, an independent financial advisory consultant at Financial Alliance dedicated to helping young professionals and families navigate the complexities of personal finance and create a path towards financial freedom.
I remember being fresh out of university and feeling overwhelmed by the world of finance. That experience fuels my desire to provide clear, unbiased guidance to my clients. I believe that financial planning is about more than just numbers; it’s about building relationships and achieving your life goals.
Being an independent advisor means I work for you, not for a specific insurance company. This allows me to compare a wide range of options and help you uncover opportunities you might have missed. Think of me as your financial translator – I’ll cut through the industry jargon and help you understand exactly what you’re paying for and how it benefits you.
My priority is ensuring you get the best value for your money. I often find that clients can achieve the same level of coverage for less, or even get more coverage for what they’re already paying. It’s about being smart with your finances, and I’m here to help you do just that.
Let’s connect and explore how I can help you optimize your financial strategy!
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) Holistic Financial Planning
(i) 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
(ii) Wealth Accumulation (Investments)
– Invest in Unit Trust Funds through investment platforms & 101 ILP products.
(iii) Wealth Enjoyment (Retirement Planning)
– To find a suitable solutions that fits my client’s needs and retirement lifestyle.
(iv) Wealth Distribution (Will Writing)
– Distribute your wealth according to your choice.
2) Tax Savings Optimization
– How you can maximise your tax savings with a curated solution for you!
3) Mortgage Loan Advisory
– Work with numerous banks in Singapore
– To provide advice on suited solutions and interest rates comparisons
4) Personal General Insurance
– Travel Insurance
– Motor Insurance
– Personal Accident Insurance
– Home Insurance
5) 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
Hi, I am Daryl Woon, an independent financial advisory consultant at Financial Alliance dedicated to helping young professionals and families navigate the complexities of personal finance and create a path towards financial freedom.
I remember being fresh out of university and feeling overwhelmed by the world of finance. That experience fuels my desire to provide clear, unbiased guidance to my clients. I believe that financial planning is about more than just numbers; it’s about building relationships and achieving your life goals.
Being an independent advisor means I work for you, not for a specific insurance company. This allows me to compare a wide range of options and help you uncover opportunities you might have missed. Think of me as your financial translator – I’ll cut through the industry jargon and help you understand exactly what you’re paying for and how it benefits you.
My priority is ensuring you get the best value for your money. I often find that clients can achieve the same level of coverage for less, or even get more coverage for what they’re already paying. It’s about being smart with your finances, and I’m here to help you do just that.
Let’s connect and explore how I can help you optimize your financial strategy!
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) Holistic Financial Planning
(i) 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
(ii) Wealth Accumulation (Investments)
– Invest in Unit Trust Funds through investment platforms & 101 ILP products.
(iii) Wealth Enjoyment (Retirement Planning)
– To find a suitable solutions that fits my client’s needs and retirement lifestyle.
(iv) Wealth Distribution (Will Writing)
– Distribute your wealth according to your choice.
2) Tax Savings Optimization
– How you can maximise your tax savings with a curated solution for you!
3) Mortgage Loan Advisory
– Work with numerous banks in Singapore
– To provide advice on suited solutions and interest rates comparisons
4) Personal General Insurance
– Travel Insurance
– Motor Insurance
– Personal Accident Insurance
– Home Insurance
5) 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
By submitting this form, I confirm that
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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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