ENG 中文

彭歌佳 Gothia Peng Gejia

Senior Financial Advisory Manager

(MAS REP No.: PGX300141664)
每个家庭都需要一个专业负责长久相伴的独立理财师

2007年留学移民新加坡,目前为新加坡公民和家人在新加坡定居。

2012年加入最大人寿保险公司服务近10年,大多数客户都是相同背景的新移民,保险后续服务和理赔经验丰富。

2022年加入新加坡最大独立理财顾问公司Financial Alliance,为了能够更加以客户的需求和利益为出发点,提供中立专业全面的建议,在多家金融产品提供商中帮客户优中选优,提供一站式财务解决方案,保障人生三大场景的财务周全。

场景一:活着 (或长或短)

• 资产增值 – 让钱生钱,跑赢通胀 
• 教育基金 – 专款专用,父母在不在都有保证
• 被动收入 – 实现早日退休,构建终身现金流解决长寿风险

场景二:不在了 (或早或晚)

• 家庭支柱收入补偿
• 资产保全房贷保险
• 持久授权书,遗嘱,信托 

场景三:活着 但有疾病 (或轻或重)

• 医疗费用报销
• 重疾收入补偿
• 残疾长期护理

真诚负责,信奉长期主义,享受作为客户信任的朋友,携手优化财务状况,提供落地解决方案并且定期回顾。

 

Content

SRS-新加坡高收入人士必备节税账户
新加坡教育储蓄怎么存

Events

METIS信托与投资分享晚宴
英国医疗私募基金分享晚宴

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ENG 中文

彭歌佳 Gothia Peng Gejia

MAS REP No.: PGX300141664

Senior Financial Advisory Manager

每个家庭都需要一个专业负责长久相伴的独立理财师

2007年留学移民新加坡,目前为新加坡公民和家人在新加坡定居。

2012年加入最大人寿保险公司服务近10年,大多数客户都是相同背景的新移民,保险后续服务和理赔经验丰富。

2022年加入新加坡最大独立理财顾问公司Financial Alliance,为了能够更加以客户的需求和利益为出发点,提供中立专业全面的建议,在多家金融产品提供商中帮客户优中选优,提供一站式财务解决方案,保障人生三大场景的财务周全。

场景一:活着 (或长或短)

• 资产增值 – 让钱生钱,跑赢通胀 
• 教育基金 – 专款专用,父母在不在都有保证
• 被动收入 – 实现早日退休,构建终身现金流解决长寿风险

场景二:不在了 (或早或晚)

• 家庭支柱收入补偿
• 资产保全房贷保险
• 持久授权书,遗嘱,信托 

场景三:活着 但有疾病 (或轻或重)

• 医疗费用报销
• 重疾收入补偿
• 残疾长期护理

真诚负责,信奉长期主义,享受作为客户信任的朋友,携手优化财务状况,提供落地解决方案并且定期回顾。

 

Content

SRS-新加坡高收入人士必备节税账户
什么是SRS? 退休辅助计划(Supplementary Retirement Scheme,简称SRS)是一个自愿性质的退休储蓄计划...
新加坡教育储蓄怎么存
🙋是否有必要购买教育金储蓄计划? 大学教育金属于可预见的刚性支出,到时间就要用,应该提前确定下来,...

Event

英国医疗私募基金分享晚宴
METIS信托与投资分享晚宴

Personal Accident Insurance

Travel Insurance

Motor Insurance

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  • 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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