ENG 中文

Hoan Poh Huat Francis

Financial Advisory Director

(MAS REP No.: HPH100035770)
I use my 35 years of financial industry experience and Fintech & Digital Marketing to future proof your financial advisory career

I strongly believe that your success as a financial consultant is guaranteed if you continue to utilize the traditional method of generating leads by referrals. Using that to reach out to the older generation allows for you to build another pipeline for generating new leads using modern digital marketing methods to reach out to the younger generation.

I will share my own financial advisory career experience of building a small higher value client base over time. Achieving this helps you  to give each of your clients sufficient care and attention while  making sure you still enjoy quality of life. 

I help all of my consultants in case opening for retirement and investment planning by conducting webinars on Investment 101 and CPF Life Talk. Moreover, I will show how you can use insurance portfolio optimization to open cases effectively by leveraging the products offered by 17 Life Insurance company we carry. My consultants can reach out to their corporate clients to offer such financial talks and services to generate leads. On top of that, I will reveal to you how you can help your clients accumulate and grow their wealth while creating another stream of recurring income for you. This, again, is unique to us having 70 mutual fund managers spread over 5 mutual fund platforms. 

For the record, I helped 5 consultants achieve MDRT. One was a migrated consultant from another FA firm. 7 years in that FA firm, he did not qualify MDRT. Upon moving over to work with me, he and his partner achieved MDRT in 6 months.

Book your slot now to have a Career Discovery Chat with me! Yes, there is no obligation to do so!

Click here to book a 30min career discovery zoom chat slot now!

 

 

0
Years of experience in financial advisory work
0
Years as director of Praxis group representing Financial Alliance
0
Percent revenue growth for 2021 (team)

My Services

Are you putting your premium to work hard for you? - Insurance Portfolio Optimzation (IPO)
Do you know what is your financial Health?
Are Your SRS Funds Sitting Idle and Losing Value from Inflation?

My Content

Do I need estate planning?

My Videos

Investment 101 - Investment Principles to Grow Wealth Consistently Over Time
How CPF Life Works and How to Enhance Retirement Income with Cash

Events

5 Must-Dos to Become Financially F.I.T.
Investment 101 – Investment Principles to Grow Wealth Consistently Over Time
Investment 101 - Understanding Various Investment Instruments & Strategies to Start Investing

Quick Insurance Comparison

My Testimonials

Francis is a very knowledgeable and sincere person. He knows his work very well. He put his time and effort to help his client to consolidate all client’s policy and put into a very comprehensive and details analysis report. The report is so comprehensive and detail that it analysis your full financial situation very well. Hence, it benefits you and he will give you a win-win solution to you. His advice is so good and powerful that it will make you want do it right away. If you are looking for a career and need a very good mentor, you can look for Francis. He has been in the financial advisory business for 35 years and provide client with the sincere and practical advice. I found him very practical, sincere and realistic. He is also very genuine. He will show and teach you how the way should and advise you accordingly. He has a very entrepreneur mindset and he got a lot of innovative idea in doing the business. He will put in effort to train and advise you what is the way to go with a very practical and realistic advice. I just had a career exploration discussion with him. And he has explained all those things to me and showed me one client approach that potentially can result in endless business openings. An eye opener as compared to my experiences with a few other tied agency managers. If you want to make a different or impact someone life or want to make a breakthrough in your career, look for Francis Hoan. He is the right person to look up for and you can make an appointment with him.

Skye Chua

Client

Francis is a knowledgeable and encouraging manager, who is always available to provide necessary support and guidance. It’s great being in a wonderful and supportive team with him, which is possible with a good team leader like Francis.

Devi

Financial Consultant

A mentee needs an efficient, on task and highly motivating leader to be guided well, Francis is the one. The past two years has made me view my career from a different lens and work on a different angle to achieve my goals. Thanks to Francis who approached me as both a mentor and a friend, assisted me in only going uphill. Having a leader possessing both is rare and I have the pleasure of working with him. His positive affirmations always makes me feel good about what I contribute. I want to continue working closely with him to promote my professional growth and career development. Francis; constantly pushes my limits and have never doubted my capabilities, anyone will surely thrive under his guidance.

Meena V

Financial Consultant

Francis is an experienced manager who gives differentiated training and support based on his consultants’ individual needs and experience. When managing people, there is no “one size fit all”, and a differentiated or tailor-made approach is always the best, and Francis does this well.

Edmond Goh

Financial Consultant

Francis has been my ex-polytechnic friend for almost close to four decades. With that said, I only started to have him review my family’s asset and my financial needs in the recent years. In my past engaging with so many members from the financial industries, Francis has far exceeded my expectation. He is very well-versed financial planner from investment, insurance to retirement planning. He is very careful, honest with integrity and diligent in his work. If you need any advice on your financial needs, he is the best person to provide you with the optimum options available to you. His all rounded experience in finance and insurance really help me to explore into many other areas to grow my assets.

How Kam Kuen

Client

Francis has been an inspirational leader of our team at Financial Alliance. His down-to-earth client-first philosophy truly resonates with us at Praxis group. I am really grateful to have Francis as my mentor as I made a mid-career switch to the financial advisory industry last year. He gives me ample room to grow and explore, and at the same time, freely provides guidance to help me remain on track. I highly recommend others who are keen to explore this sunrise industry to get in touch with Francis, especially if you wish to make a lasting difference in your clients’ lives!

Norman Ngai

Financial Consultant

Francis is a dedicated mentor and inspiring leader to his team of financial consultants at Praxis group. In the 15 years that I’ve know Francis in Financial Alliance, he is someone I look up to as an experienced veteran in the industry and a very nice person to work with.

Jonathan Low

Staff

I have known Francis for almost 30 years, both as a friend and as my Financial Planner. I have trusted Franics to advice me on all of mine personal financial needs including insurance and retirement planning. Francis is a honest and trust-worthy person. He is diligent in his work and is very knowledgeable. He seeks to establish long-term partnership rather than short-term gain. He is always available when you need his advice and he is always ready to offer them. I am glad to have known Francis and have him as my adviser.

Lim Liong Gei (LG)

Client

My Contact

Enquiry

Social

ENG 中文

Hoan Poh Huat Francis

MAS REP No.: HPH100035770

Financial Advisory Director

I use my 35 years of financial industry experience and Fintech & Digital Marketing to future proof your financial advisory career

I strongly believe that your success as a financial consultant is guaranteed if you continue to utilize the traditional method of generating leads by referrals. Using that to reach out to the older generation allows for you to build another pipeline for generating new leads using modern digital marketing methods to reach out to the younger generation.

I will share my own financial advisory career experience of building a small higher value client base over time. Achieving this helps you  to give each of your clients sufficient care and attention while  making sure you still enjoy quality of life. 

I help all of my consultants in case opening for retirement and investment planning by conducting webinars on Investment 101 and CPF Life Talk. Moreover, I will show how you can use insurance portfolio optimization to open cases effectively by leveraging the products offered by 17 Life Insurance company we carry. My consultants can reach out to their corporate clients to offer such financial talks and services to generate leads. On top of that, I will reveal to you how you can help your clients accumulate and grow their wealth while creating another stream of recurring income for you. This, again, is unique to us having 70 mutual fund managers spread over 5 mutual fund platforms. 

For the record, I helped 5 consultants achieve MDRT. One was a migrated consultant from another FA firm. 7 years in that FA firm, he did not qualify MDRT. Upon moving over to work with me, he and his partner achieved MDRT in 6 months.

Book your slot now to have a Career Discovery Chat with me! Yes, there is no obligation to do so!

Click here to book a 30min career discovery zoom chat slot now!

 

 

0
Years of experience in financial advisory work
0
Years as director of Praxis group representing Financial Alliance
0
Percent revenue growth for 2021 (team)

My Services

Are you putting your premium to work hard for you? - Insurance Portfolio Optimzation (IPO)
Do you know what is your financial Health?
Are Your SRS Funds Sitting Idle and Losing Value from Inflation?

My Content

Do I need estate planning?
DO I NEED ESTATE PLANNING?    Many would say I am not very rich so why would I need to do estate ...

My Videos

Investment 101 - Investment Principles to Grow Wealth Consistently Over Time
How CPF Life Works and How to Enhance Retirement Income with Cash

My Event

5 Must-Dos to Become Financially F.I.T.
Investment 101 - Understanding Various Investment Instruments & Strategies to Start Investing
Investment 101 – Investment Principles to Grow Wealth Consistently Over Time

Personal Accident Insurance

Travel Insurance

Motor Insurance

Testimonials

Francis is a very knowledgeable and sincere person. He knows his work very well. He put his time and effort to help his client to consolidate all client’s policy and put into a very comprehensive and details analysis report. The report is so comprehensive and detail that it analysis your full financial situation very well. Hence, it benefits you and he will give you a win-win solution to you. His advice is so good and powerful that it will make you want do it right away. If you are looking for a career and need a very good mentor, you can look for Francis. He has been in the financial advisory business for 35 years and provide client with the sincere and practical advice. I found him very practical, sincere and realistic. He is also very genuine. He will show and teach you how the way should and advise you accordingly. He has a very entrepreneur mindset and he got a lot of innovative idea in doing the business. He will put in effort to train and advise you what is the way to go with a very practical and realistic advice. I just had a career exploration discussion with him. And he has explained all those things to me and showed me one client approach that potentially can result in endless business openings. An eye opener as compared to my experiences with a few other tied agency managers. If you want to make a different or impact someone life or want to make a breakthrough in your career, look for Francis Hoan. He is the right person to look up for and you can make an appointment with him.

Skye Chua

Client

Francis is a knowledgeable and encouraging manager, who is always available to provide necessary support and guidance. It’s great being in a wonderful and supportive team with him, which is possible with a good team leader like Francis.

Devi

Financial Consultant

A mentee needs an efficient, on task and highly motivating leader to be guided well, Francis is the one. The past two years has made me view my career from a different lens and work on a different angle to achieve my goals. Thanks to Francis who approached me as both a mentor and a friend, assisted me in only going uphill. Having a leader possessing both is rare and I have the pleasure of working with him. His positive affirmations always makes me feel good about what I contribute. I want to continue working closely with him to promote my professional growth and career development. Francis; constantly pushes my limits and have never doubted my capabilities, anyone will surely thrive under his guidance.

Meena V

Financial Consultant

Francis is an experienced manager who gives differentiated training and support based on his consultants’ individual needs and experience. When managing people, there is no “one size fit all”, and a differentiated or tailor-made approach is always the best, and Francis does this well.

Edmond Goh

Financial Consultant

Francis has been my ex-polytechnic friend for almost close to four decades. With that said, I only started to have him review my family’s asset and my financial needs in the recent years. In my past engaging with so many members from the financial industries, Francis has far exceeded my expectation. He is very well-versed financial planner from investment, insurance to retirement planning. He is very careful, honest with integrity and diligent in his work. If you need any advice on your financial needs, he is the best person to provide you with the optimum options available to you. His all rounded experience in finance and insurance really help me to explore into many other areas to grow my assets.

How Kam Kuen

Client

Francis has been an inspirational leader of our team at Financial Alliance. His down-to-earth client-first philosophy truly resonates with us at Praxis group. I am really grateful to have Francis as my mentor as I made a mid-career switch to the financial advisory industry last year. He gives me ample room to grow and explore, and at the same time, freely provides guidance to help me remain on track. I highly recommend others who are keen to explore this sunrise industry to get in touch with Francis, especially if you wish to make a lasting difference in your clients’ lives!

Norman Ngai

Financial Consultant

Francis is a dedicated mentor and inspiring leader to his team of financial consultants at Praxis group. In the 15 years that I’ve know Francis in Financial Alliance, he is someone I look up to as an experienced veteran in the industry and a very nice person to work with.

Jonathan Low

Staff

I have known Francis for almost 30 years, both as a friend and as my Financial Planner. I have trusted Franics to advice me on all of mine personal financial needs including insurance and retirement planning. Francis is a honest and trust-worthy person. He is diligent in his work and is very knowledgeable. He seeks to establish long-term partnership rather than short-term gain. He is always available when you need his advice and he is always ready to offer them. I am glad to have known Francis and have him as my adviser.

Lim Liong Gei (LG)

Client

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  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
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  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
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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.

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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