Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

服务于新加坡本地居民以及大中华地区中立 客观 专业独立理财顾问,行远理财团队团队长

新加坡保险.投资.信托等全球资产配置,等全球资产配置, 一站式,专业,独立。

10余年新中两地保险投资理财从业经验,倾听客户需求,私人定制每一位客户的财务计划;

我的信念:我们每个人都能通过合理的理财规划,实现财务安全,财务独立最终实现财务自由。

我的定位:

为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:

新加坡最大的独立理财顾问公司 Financial Alliance(鑫盟理财) , 十八年经验. 我们公司的业务伙伴️:
19家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等)
4家基金交易券商平台(Havenport, iFAST奕丰, FAME, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
4家家族信托公司(推荐)

FIT 财务规划,量身定制,财务健康,财务自由
F: Financial Service财务服务 (理财规划、投资咨询)
I: Insurance 保险 (代理15家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)

Services

保险 理财 遗嘱 信托一站式服务
保单年检,理财审视(Policy and portfolio review)
新加坡保险理财招聘

#ChooseIndependent:

Content

Videos

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Testimonials

我以前从事过理财顾问行业,Joey是我的前同事,以前和她一起共事过,目前她仍然是我遇到最谦逊,最敬业的理财顾问。后来我离开这个行业,还是会推荐我身边的很多朋友家人都会找她做理财规划服务。我保证没有多少理财顾问能将专业度和服务做到她的级别。 她的知识面非常广,只要跟保险 投资理财 财富传承等相关的方面需要咨询我都会找她。她个人和团队业绩都非常优秀,即使这样,还对工作保持100%的热诚,她提供给客户的价值远超于她所应得的收入,如果问我新加坡的理财顾问要推荐谁,她绝对是最适合的人选。找她两个字概括:放心!

Alvin Ang Family

Data Scientist and AI Trainer数据科学家,人工智能培训师

从Joey刚来新加坡工作那会我们就认识,看着她一步一步成长,从最早期的AIA的保险中介到现在的独立理财顾问并且带领了自己的一个团队。她一直以来踏实 认真 诚恳的工作态度和极致的专业也激励着我们。我们不但找她做好我们家庭的财务规划,也会推荐和介绍身边的朋友们给她,所有朋友们都对她的专业和高效率的服务赞赏有加。 在这个市场上,理财顾问有很多,但是要真正做到中立客观全方位为客户着想的,Joey绝对是其中之一。 我们非常开心能继续让她帮我们全家继续做好各方面的理财规划,我们能够更加放心无忧地去工作。

QIANQIAN And Wu Biao family

国大博士以及研究人员,畅华教育创始人

通过同学和朋友的推荐,我认识了Joey。最早开始你找她买医疗保险,后来知道她是独立理财顾问,能够提供给客户从保险到投资到我公司保险等各方面的一站式服务。 保险方面我们通过她规划得更加全面,同时每年最起码省了好几千新币,同时也跟她做好了投资理财方面的规划,跟着她一起,实现早日退休的同时也为孩子们做好了教育,传承等规划,早日实现财务自由的目标!

Xavier and Laya family

CEF Company Director 公司创始人和总监和 IT Manager IT高级经理

在认识接触Joey之前,我也买了一些别的保险,但是完全没有系统。后来,在疫情期间,联系了她帮我们做了完整的保单整理,惊讶地发现在保险方面我们花了很多冤枉钱却保障方面不完善,她真正做到了站在客户角度去规划; 同时把省出来的钱做了系统的养老规划,通过和她每次的咨询,都受益良多,Joey细心全面的规划,也对家人的保障,孩子的教育和家人的养老信心倍增。

NANA And Wei Jie Family

医护行业负责人和IT高级工程师

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ENG 中文

Joey Wu Zuhua吴祖华

MAS REP No.: WZX300237550

Financial Advisory Director财务顾问总监

服务于新加坡本地居民以及大中华地区中立 客观 专业独立理财顾问,行远理财团队团队长

新加坡保险.投资.信托等全球资产配置,等全球资产配置, 一站式,专业,独立。

10余年新中两地保险投资理财从业经验,倾听客户需求,私人定制每一位客户的财务计划;

我的信念:我们每个人都能通过合理的理财规划,实现财务安全,财务独立最终实现财务自由。

我的定位:

为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:

新加坡最大的独立理财顾问公司 Financial Alliance(鑫盟理财) , 十八年经验. 我们公司的业务伙伴️:
19家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等)
4家基金交易券商平台(Havenport, iFAST奕丰, FAME, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
4家家族信托公司(推荐)

FIT 财务规划,量身定制,财务健康,财务自由
F: Financial Service财务服务 (理财规划、投资咨询)
I: Insurance 保险 (代理15家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)

Investment Management
投资理财规划

Insurance Portfolio Management
保险理财规划

Education and Retirement Planning
教育养老规划

Estate Planning
遗嘱,信托等高净值客户传承规划

2023

Top AD Group Award
AD团队第一名

Top Growth Direct Team Award

直属团队业绩增长最快团队

Top Weighted Premium Award

人寿保险标准保费第一名

Total Revenue 1st Runner Up

总业绩第二名

Million Dollar Round Table -Top of Table(TOT)
美国百万圆桌俱乐部顶尖会员

Financial Alliance Quality Class (Eminence Star Class)
公司最高业绩奖

2022

Top AD Group Award
AD团队第一名

Top Weighted Premium [WP] Award-2nd Runner Up
年度保费第三名

Top Total Revenue Award-4th Runner Up
年度总营业额第5名

Million Dollar Round Table -Court of Table(COT)
美国百万圆桌俱乐部内阁会员

Financial Alliance Quality Class (Eminence Star Class)
公司最高业绩奖

2021

Certified Financial Planner-CFP
国际金融理财师

Million Dollar Round Table -Court of  Table (COT)
美国百万圆桌俱乐部内阁会员

Financial Alliance Quality Class (Eminence Star Class)
公司最高业绩奖

Top Weighted Premium [WP] Award-1st Runner Up
年度保费第二名

2020

Associate Estate Planning Practitioner-AEPP
资产传承规划师

Financial Alliance Quality Class (Eminence Class)
公司最高奖项卓越业绩奖

Top Weighted Premium [WP] Award-4th Runner Up
年度保费第五名

2019

Million Dollar Round Table
美国百万圆桌会员

2019 IDA Bronze Dragon Award
国际龙奖杰出业务龙奖

Save a Life Gold Award
年度新客户金奖

2019.2018.2017

Million Dollar Round Table
美国百万圆桌会员

2019.2018.2017.2016.2015

Top Cases in the Team
保单件数冠军

Million Dollar Club
百万俱乐部

Save a Life Silver/Gold/Diamond Award
年度新客户银/金/钻石奖

2014

Rising Star Award
新人奖

My Services

#ChooseIndependent:

My Content

#新加坡保险 亚洲天花板!新加坡的寿险,到底有多牛?
近些年来找我咨询和购买寿险的客户,不仅有新加坡的本地居民,还有来自中国大陆、台湾、香港、澳大利亚...
#新加坡保险 新加坡,正成为中国家庭海外资产配置优选!
在全球连接日趋紧密和越来越国际化的今天,全球资产配置已经不是一个陌生的词汇。 一项研究发现,相比发...
#新加坡保险 IUL指数型万能寿险之三大特点
目前市场上最受欢迎且最具有竞争力的产品归IUL指数型万能寿险莫属,那今天来做个具体分析。 首先,IUL(...
#新加坡保险 新加坡保险的分类以及购买原则
新加坡保险主要分为三大板块:保障/传承和理财,保障类保险主要分为医疗险 意外险 重大疾病以及人寿保障...
#新加坡保险 新加坡保险和香港保险的全面对比
在讲新加坡和香港保险之前,先从两国产业结构来做个对比。或许很多人不知道,新加坡的第一大产业并非金...
#新加坡保险 新加坡万能寿险(UL)及新加坡万能寿险的类型概述
新加坡万能寿险(UL)及新加坡万能寿险的类型概述总所周知,新加坡是亚洲乃至国际金融中心。作为金融三...
#新加坡投资之投资规划五步法
投资规划五步法 第一步:设定目标某些资产类别的波动性虽然较大,却能提供较高的收益。设定具体而实际的...
一文了解什么是新加坡房地产投资信托REITS
房地产投资信托REITS 提到规划退休建立稳定被动收入,很多人会想到可以买房养老,当包租公、包租婆。 但...
如何为人生不同阶段做全面的理财规划
#新加坡理财:如何为人生不同阶段做全面的理财规划
我们应该在何时开始理财? 我们常说,你不理财,财不理你。那么要实现未来的生活无忧,从经济独立开始,...
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  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
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  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 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
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  • 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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  • 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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Non-advisory Products - Life Insurance

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.

Insurance Plan

Direct Purchase Products

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)