我是彭歌佳(Gothia),现任新加坡顶尖独立理财机构 Financial Alliance(鑫盟理财)Associate Wealth Advisory Director。拥有超过10年财富管理经验,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。
【深耕新移民,洞察复杂需求】
在9年的头部寿险公司经历与多年的全方位理财咨询实践中,我已深度服务超过 600位新移民个人与家庭。我深知高净值人群在面对跨国资产配置、身份规划及家庭保障时的复杂性。我不仅提供保险方案,更致力于为您构建全生命周期的财务防御体系。
【我能为您解决什么?】
全市场精选: 摆脱单一公司束缚,在新加坡全市场筛选最优资产配置与保障方案。
资产保全与传承: 针对高收入家庭,设计合规的财富隔离工具,确保财富定向传承。
理赔与后续服务: 丰富的理赔实操经验,让您的保单在关键时刻发挥最大的杠杆效应。
【我的哲学: 长期主义的陪跑者】
我始终秉承“真诚、中立、负责”的原则。对我而言,您不仅是客户,更是共同成长的朋友。我承诺提供量身定制的动态财务回顾,确保您的财富计划能随人生阶段灵活调整。
【联系方式】
期待与您深度对话,开启您的财富增值与守护之旅。 WeChat:Gothia 电话:82685431
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
TOT 美国百万圆桌顶尖会员 2025
COT 美国百万圆桌内阁会员 2024 2026
MDRT 美国百万圆桌资深会员 2017 2019 2020 2021 2022 2023
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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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By submitting this form, I confirm that
提交此表格,即表示
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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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.