Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
As a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), my expertise lies in crafting investment strategies that cater to the unique goals and risk profiles of my clients. With a robust background that includes an IBF Advanced – Financial Planning certification, I prioritize a comprehensive approach to investment planning, focusing on thorough market analysis, risk management, and portfolio diversification. My aim is to ensure each portfolio is strategically positioned for growth and resilience, leveraging my expertise to navigate complex market conditions and identify opportunities that optimize returns while managing risk and equipping my clients with the knowledge and tools needed for informed decision-making. Being well-verse in Environmental, Social, and Governance (ESG) principles, I am also able to ensure that investments reflect clients’ values and contribute to sustainable, long-term returns.
Let’s work together to secure a financially prosperous future that reflects your ambitions!
My Qualifications:
The CLU® Advantage
With the world changing rapidly, risk management is getting more and more complicated. The average person probably doesn’t have the expertise required to accurately assess every facet of their financial plan that might require insurance protection—let alone the training to find the most appropriate coverages.
The CLU® designation ensures that your advisor is educated to serve you in this complex area with specialized, in-depth knowledge that goes beyond general insurance proficiency.
As a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), my expertise lies in crafting investment strategies that cater to the unique goals and risk profiles of my clients. With a robust background that includes an IBF Advanced – Financial Planning certification, I prioritize a comprehensive approach to investment planning, focusing on thorough market analysis, risk management, and portfolio diversification. My aim is to ensure each portfolio is strategically positioned for growth and resilience, leveraging my expertise to navigate complex market conditions and identify opportunities that optimize returns while managing risk and equipping my clients with the knowledge and tools needed for informed decision-making. Being well-verse in Environmental, Social, and Governance (ESG) principles, I am also able to ensure that investments reflect clients’ values and contribute to sustainable, long-term returns.
Let’s work together to secure a financially prosperous future that reflects your ambitions!
My Qualifications:
The CLU® Advantage
With the world changing rapidly, risk management is getting more and more complicated. The average person probably doesn’t have the expertise required to accurately assess every facet of their financial plan that might require insurance protection—let alone the training to find the most appropriate coverages.
The CLU® designation ensures that your advisor is educated to serve you in this complex area with specialized, in-depth knowledge that goes beyond general insurance proficiency.
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.
Singlife Cancer Cover Plus II
TM Protect MosBite
Singlife Digital Saver II
AIA Solitaire PA (II)
Singlife CareShield Standard & Plus