新加坡新移民家庭值得信赖的独立理财顾问

您好,我是Gothia彭歌佳,是新加坡最大独立理财顾问公司Financial Alliance鑫盟理财的资深理财经理,拥有超过十年的行业经验。

专业背景

我持有新加坡保险学院的个人财务规划学位,以及新加坡银行与金融学院的高级认证。这些学术背景为我提供了坚实的理论基础,使我能够更好地为客户提供财务建议。

工作经验

 我曾在新加坡的头部人寿保险公司服务了9年多,帮助了上百个新移民家庭实现财务安全感,在保险后续服务和理赔方面,拥有非常丰富的经验。

我的使命

我的使命是为客户提供专业、中立、全面的财务建议。我始终将客户的需求和利益放在首位,并秉承着长期主义和真诚负责的原则。对我来说,每位客户都如同朋友一般重要,我期待陪伴他们走过人生不同阶段,优化他们的财务状况,并提供真正符合他们需求的解决方案。

我的承诺

我致力于为每位客户提供量身定制的解决方案,并定期回顾计划,以确保财务目标得以实现。如果您正在寻找一位可信赖的理财伙伴,我期待着与您携手合作,共同规划您的财务未来。

如果您有任何疑问或需要进一步了解我的服务,请随时联系我。感谢您访问我的个人网站,期待与您交流!

Wechat:Gothia

 

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ENG 中文

彭歌佳 Gothia Peng Gejia

MAS REP No.: PGX300141664

Senior Financial Advisory Manager

新加坡新移民家庭值得信赖的独立理财顾问

您好,我是Gothia彭歌佳,是新加坡最大独立理财顾问公司Financial Alliance鑫盟理财的资深理财经理,拥有超过十年的行业经验。

专业背景

我持有新加坡保险学院的个人财务规划学位,以及新加坡银行与金融学院的高级认证。这些学术背景为我提供了坚实的理论基础,使我能够更好地为客户提供财务建议。

工作经验

 我曾在新加坡的头部人寿保险公司服务了9年多,帮助了上百个新移民家庭实现财务安全感,在保险后续服务和理赔方面,拥有非常丰富的经验。

我的使命

我的使命是为客户提供专业、中立、全面的财务建议。我始终将客户的需求和利益放在首位,并秉承着长期主义和真诚负责的原则。对我来说,每位客户都如同朋友一般重要,我期待陪伴他们走过人生不同阶段,优化他们的财务状况,并提供真正符合他们需求的解决方案。

我的承诺

我致力于为每位客户提供量身定制的解决方案,并定期回顾计划,以确保财务目标得以实现。如果您正在寻找一位可信赖的理财伙伴,我期待着与您携手合作,共同规划您的财务未来。

如果您有任何疑问或需要进一步了解我的服务,请随时联系我。感谢您访问我的个人网站,期待与您交流!

Wechat:Gothia

 

一站式财富管理

财富保障:家庭收入保障,房贷保险,健康保险

财富维护:财务健康指标,现金流管理,税务优化

财富积累:教育金和退休金规划,构建多渠道被动收入

财富增值:制定多元投资组合,发挥资产增长潜力

财富分配:遗嘱信托,高效低成本按心愿分配遗产

一站式财富管理旨在为客户提供全面的财务规划和管理服务,以帮助他们实现财务目标并保护家庭的财务安全。这需要专业的财务规划师来制定个性化的计划,以满足不同客户的独特需求。

新加坡金管局全牌照金融理财顾问

DPFP 新加坡保险学院个人财务规划学位

IBF Advanced (Level 3) 新加坡银行与金融学院高级认证

CEP 注册遗产规划师

COT 美国百万圆桌内阁会员 2024

MDRT 美国百万圆桌资深会员 2017 2019 2020 2021 2022 2023

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  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • 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
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
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  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
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  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

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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