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!

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ENG 中文

JolysseWu 邬宇思

MAS REP No.: WY-300689924

Financial Consultant

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
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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

My Services

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My Content

新加坡 | 手里100,000 新,如何安心投资?
Hi,我是你的财经好朋友Jolysse,今天要和大家聊聊股市泡沫和SWAN策略,让你晚上睡得更香! 股市最近总...
新加坡 | 每个月的薪水,不只是工作报酬!让钱为你工作,实现财务自由!💼💰
大家好,我是你身边的财务管家Jolysse。 你有没有留意到,无论是周一还是周末,新加坡的咖啡店、街头总...
新加坡 | 每个月的薪水,不只是工作报酬!让钱为你工作,实现财务自由!💼💰
大家好,我是你身边的财务管家Jolysse。 你有没有留意到,无论是周一还是周末,新加坡的咖啡店、街头总...
新加坡 | 60秒了解新加坡交易所
你是否想了解新加坡交易所(SGX)的一些关键信息,但又不知从何开始?别担心,只需花费短短60秒,你就能...
如何抉择?理解定期寿险VS终身寿险
引言 嘿!说到保险,你可能会想到的是终身寿险,买就是了。但是对于我们来说,选择起来可没那么容易!定...
新加坡理财初学者的投资指南!
你准备好开始财务自由之路了吗? 已经还清了那些利息很高的债务 有足够的保险来应对突发情况 有一些闲钱...
新加坡 | 要不要买黄金?
概括 金价已飙升至每盎司 2,200 美元以上的历史新高,自 2 月中旬以来金价上涨了约 10%。 美联储潜在降...
新加坡 | 打破薪资困局:五个月涨薪 100%,你也能做到!
Hi,我是你的宝库管家!今天我要跟大家分享一个真实案例,教你如何在短时间内实现薪资的翻倍,让你的财...
新加坡 | 5分钟了解被动收入:轻松赚钱,乐享生活!
今天我要和大家聊一聊被动收入,让你的钱为你工作,实现财务自由的梦想! 你有没有想过,每个月的薪水不...
新加坡必撸的福利 | 终身护保 Careshield Life,再也不怕没人推轮椅
畅谈新加坡终身护保:不止是医保,更是家庭长期护理的坚强后盾!💪🏼🏥 1、什么是终身护保? 终身护保,它...
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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
  • 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).
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  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 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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  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • 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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