Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
To make simple, that which is complicated;
For I will move at the pace most comfortable for you, walking alongside life’s celebrations and milestones in the many seasons ahead.
With over 10 years of experience, armed with disciplines in Banking and Finance, as well as being a Certified Financial Planner (CFP®), I seek to guide and navigate my clients towards achieving their Financial Dreams and Goals within their Lifetime. Over the years servicing a wide variety of clients, I have developed a multitude of unique pathways for young couples and clients in identifying opportunities, and how to capitalise on them in order ensure that their goals are easily achievable.
Growing up in single parent family, I personally understand the pains of failing to mitigate financial risks, and the importance that couples adequately cover themselves especially when they are young parents with children or planning to do so in the near future.
Over a decade of service dedicated to planning for my clients’ financial success, I have adopted a specialised approached to assisting his clients with developing strategies to tackle tough financial decisions needed for starting a family. My key insights have assisted many clients in making optimal decisions for their finances, having developed a keen eye for spotting financial potholes that most would have missed out.
My goal for everyone is to be prepared for what life throws at us, rain or shine. I aim to help clients achieve financial independence early so that we can live life worry free knowing that we have a plan for everything.
Partnering with over 100 Insurers, Banks, Fund Managers, I am well equipped to provide the following servicing with utmost Independence.
Qualification and Achievements
MDRT Qualifier 2016 – 2020
COT Qualifier 2021
Bachelor in Banking and Finance
Institute of Banking & Finance Singapore (IBF)
Certified Financial Planner (CFP®)
MAS REP No.: TXR300194208
Financial Advisory Manager
To make simple, that which is complicated;
For I will move at the pace most comfortable for you, walking alongside life’s celebrations and milestones in the many seasons ahead.
With over 10 years of experience, armed with disciplines in Banking and Finance, as well as being a Certified Financial Planner (CFP®), I seek to guide and navigate my clients towards achieving their Financial Dreams and Goals within their Lifetime. Over the years servicing a wide variety of clients, I have developed a multitude of unique pathways for young couples and clients in identifying opportunities, and how to capitalise on them in order ensure that their goals are easily achievable.
Growing up in single parent family, I personally understand the pains of failing to mitigate financial risks, and the importance that couples adequately cover themselves especially when they are young parents with children or planning to do so in the near future.
Over a decade of service dedicated to planning for my clients’ financial success, I have adopted a specialised approached to assisting his clients with developing strategies to tackle tough financial decisions needed for starting a family. My key insights have assisted many clients in making optimal decisions for their finances, having developed a keen eye for spotting financial potholes that most would have missed out.
My goal for everyone is to be prepared for what life throws at us, rain or shine. I aim to help clients achieve financial independence early so that we can live life worry free knowing that we have a plan for everything.
Partnering with over 100 Insurers, Banks, Fund Managers, I am well equipped to provide the following servicing with utmost Independence.
Qualification and Achievements
MDRT Qualifier 2016 – 2020
COT Qualifier 2021
Bachelor in Banking and Finance
Institute of Banking & Finance Singapore (IBF)
Certified Financial Planner (CFP®)
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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.
For those comfortable managing their own insurance needs, these are some options to purchase 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.
Chubb Personal Accident Guard
TM Protect MosBite
Singlife Digital Saver II
Singlife CareShield Standard & Plus
AIA Solitaire PA (II)