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