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

您值得信赖的独立理财顾问!

A Little about me:

Hi, I’m Jolysse. Thank you for visiting my website and I’m looking forward to getting to know you personally.

I’m an independent financial consult and strive towards helping my clients and their families to accumulate wealth and helping them grow their investment portfolios.

您好。我是宇思,您也可以叫我Jolysse。

我是一名具有8年财富管理经验的独立理财顾问,金融学&管理学双学士,先后服务过近千个私募客户,个人美股及衍生品投资最高年化收益率达366%。在信息爆炸的时代,为您用中立、专业、挑剔的眼光去选择最合适您的理财方案!

一对一咨询,请点击

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Life insurance partners 寿险合作公司
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Investment Platform 基金交易券商平台
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Other financial products providers 其他金融机构供应商

Services

新加坡信托
环球投资
基金理财
保单梳理与总结

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ENG 中文

JolysseWu 邬宇思

MAS REP No.: WY-300689924

Financial Consultant

0
Life insurance partners 寿险合作公司
0
Investment Platform 基金交易券商平台
0
Other financial products providers 其他金融机构供应商
您值得信赖的独立理财顾问!

A Little about me:

Hi, I’m Jolysse. Thank you for visiting my website and I’m looking forward to getting to know you personally.

I’m an independent financial consult and strive towards helping my clients and their families to accumulate wealth and helping them grow their investment portfolios.

您好。我是宇思,您也可以叫我Jolysse。

我是一名具有8年财富管理经验的独立理财顾问,金融学&管理学双学士,先后服务过近千个私募客户,个人美股及衍生品投资最高年化收益率达366%。在信息爆炸的时代,为您用中立、专业、挑剔的眼光去选择最合适您的理财方案!

一对一咨询,请点击

我擅长的是:证券交易、保险(重疾)规划、退休规划、基金投资建议、遗嘱以及家族信托安排、家族办公室、传承规划、高净值私人财富管理等等。

做到真正的以客户为中心,一站式,全面的独立理财规划服务。

  • Comprehensive Financial Planning
  • Investment Planning
  • Personal Life Insurance Planning
  • Retirement Planning
  • Children Education Funding
  • Estate Planning
  • Business Succession Planning
  • General Insurance Services
  • Employee Benefits Scheme

My Services

#ChooseIndependent:

My Content

全球精英都选的新加坡保险,到底好在哪里?
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什么是SRS?简单解释给你听!
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来到新加坡后才知道的 3 件有趣小事 🌏
初到新加坡,总会发现一些独特的文化和生活习惯,有趣又让人记忆深刻!以下是我刚到新加坡时发现的 3 件...
为什么说新加坡是发达国家里性价比最高的选择?
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在配置新加坡保险之前,你需要考虑这几个问题
在配置新加坡保险之前,你需要考虑这几个问题– 1.您希望为您的家人每年提供多少钱的保障? 如果不...
一文讲清楚,新加坡所有保险的优缺点!
1. 定期人寿保险(Term Life Insurance) 优点 ☑️ 保费最便宜,适合预算有限的人 ☑️ 提供清晰的身故赔偿...
新加坡退休规划指南:如果活到100岁,你需要准备多少退休金?
大家有没有想过,如果自己活到100岁,需要准备多少退休金?根据一些最新的长寿研究,今天的孩子有可能超...
新加坡爸妈必看!一个财务方案搞定孩子教育金和自己的退休金!
大家好呀~今天咱们聊一个不少家庭都会遇到的难题——既要给孩子准备教育储蓄,还要规划好自己的退休金。...
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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.
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  • I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
  • 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
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • 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).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
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  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
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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。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
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  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 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.

Singlife Cancer Cover Plus II

TM Protect MosBite

Singlife Digital Saver II

AIA Solitaire PA (II)

Singlife CareShield Standard & Plus