LIU Yiquan Eugene 刘以泉

Financial Consultancy 财务顾问

(MAS REP No.: LY-300770160)
选择我,您个人和家庭的私人财务顾问

您好,我是刘以泉,感谢科技让我们相遇!我2010年来到新加坡,毕业于新加坡新加坡南洋理工大学并且拿到博士学位。现在在新加坡最大的独立理财顾问公司做全牌照独立理财顾问。服务过上百个新加坡新移民和国内的朋友,为他们提供全面专业的定制化资产配置服务。

我曾经是一名工程师,在浙江大学获得学位,并在上海的国际公司工作多年。后来,带家人移民到新加坡,并且在新加坡南洋理工大学获得哲学博士学位。通过这一系列的跨国经历,我深刻理解到不同背景下的财务挑战和规划的重要性。

在我转行做理财顾问之前,我一直对理财投资有着浓厚兴趣,并注意到身边很多高学历人群普遍缺乏金融知识,因为这个行业确实存在巨大信息差,这一点对于刚到新加坡的朋友们尤为明显。而且,保险理财的选择成本是非常大的,一旦选错的错,就可能会造成很大损失,因此,我转型成为一名独立理财顾问,致力于帮助新移民的个人和家庭在新加坡做精准配置,不仅给他们一份安心,而且在新加坡实现他们的财务目标。

我的使命是:通过深度的对比和专业的理财建议,为您打造稳固的经济基础,帮助您实现财务自由。

我会以简洁易懂的语言解释复杂的金融术语,确保每一位客户可以轻松理解并掌握每个财务决策的核心。如果你在寻找一位真诚、专业的理财顾问,我将是您的理想选择。让我们一起规划和实现一个更加稳健的财务未来。欢迎通过微信联系我:DrLiu65,期待为你服务!

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Life insurance partners 寿险合作公司
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Investment platforms 证券公司和基金交易平台
0
Banks for home loan 房贷银行

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LIU Yiquan Eugene 刘以泉

MAS REP No.: LY-300770160

Financial Consultancy 财务顾问

选择我,您个人和家庭的私人财务顾问

您好,我是刘以泉,感谢科技让我们相遇!我2010年来到新加坡,毕业于新加坡新加坡南洋理工大学并且拿到博士学位。现在在新加坡最大的独立理财顾问公司做全牌照独立理财顾问。服务过上百个新加坡新移民和国内的朋友,为他们提供全面专业的定制化资产配置服务。

我曾经是一名工程师,在浙江大学获得学位,并在上海的国际公司工作多年。后来,带家人移民到新加坡,并且在新加坡南洋理工大学获得哲学博士学位。通过这一系列的跨国经历,我深刻理解到不同背景下的财务挑战和规划的重要性。

在我转行做理财顾问之前,我一直对理财投资有着浓厚兴趣,并注意到身边很多高学历人群普遍缺乏金融知识,因为这个行业确实存在巨大信息差,这一点对于刚到新加坡的朋友们尤为明显。而且,保险理财的选择成本是非常大的,一旦选错的错,就可能会造成很大损失,因此,我转型成为一名独立理财顾问,致力于帮助新移民的个人和家庭在新加坡做精准配置,不仅给他们一份安心,而且在新加坡实现他们的财务目标。

我的使命是:通过深度的对比和专业的理财建议,为您打造稳固的经济基础,帮助您实现财务自由。

我会以简洁易懂的语言解释复杂的金融术语,确保每一位客户可以轻松理解并掌握每个财务决策的核心。如果你在寻找一位真诚、专业的理财顾问,我将是您的理想选择。让我们一起规划和实现一个更加稳健的财务未来。欢迎通过微信联系我:DrLiu65,期待为你服务!

1. 保险规划,财富保障:医疗保险、人寿保险、重大疾病保险、长期护理险、大额保单、私募保单、财产保险、保费贷款。

2. 财务健康,检视维护:保单检视与总结,投资组合检视,税务优化,家庭资产负债表,家庭现金流量表,8大财务健康指标,全面财务规划咨询。

3. 储蓄规划,财富积累:教育储蓄、退休储蓄、终身年金、投资连接险、SRS投资、CPF投资。

4. 投资规划,财富增值:基金债卷、全权委托投资组合、新加坡房地产投资信托基金全委组合、私募基金、另类投资、风险投资基金、独角兽基金、Pre-IPO 基金、CMS 资管牌照、EAM 及私人银行服务

5. 传承规划,财富分配:遗嘱、家族信托、家族办公室、跨境继承 、LPA(持久授权书)、企业传承、股东互保。

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Life insurance partners 寿险合作公司
0
Investment platforms 证券公司和基金交易平台
0
Banks for home loan 房贷银行

My Content

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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.

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