When I first decided on this career in 2013, it was because I had financial planning needs but there was no one whom I knew and trusted that was able to help me. For me, I needed someone that I really trusted to handle something so sensitive like my finances. Therefore, I fully understand how my clients feel when they entrust their financial planning needs to me, I want to give them the best experience possible.
Fast forward to today, one of my main goals is to be that trusted advisor whom my clients can turn to. Trust is something that I treasure the most from my clients.
- Helping clients save thousands of dollars by not overpaying for insurance
- Objective Fee-based Financial Advisory
- Insurance Portfolio Audit
- Retirement Planning
- Mortgage Brokerage and Advisory Services
- Investment Advice
– Associate Wealth Planner
– Million Dollar Round Table
When I first decided on this career in 2013, it was because I had financial planning needs but there was no one whom I knew and trusted that was able to help me. For me, I needed someone that I really trusted to handle something so sensitive like my finances. Therefore, I fully understand how my clients feel when they entrust their financial planning needs to me, I want to give them the best experience possible.
Fast forward to today, one of my main goals is to be that trusted advisor whom my clients can turn to. Trust is something that I treasure the most from my clients.
- Helping clients save thousands of dollars by not overpaying for insurance
- Objective Fee-based Financial Advisory
- Insurance Portfolio Audit
- Retirement Planning
- Mortgage Brokerage and Advisory Services
- Investment Advice
– Associate Wealth Planner
– Million Dollar Round Table
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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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