ENG 中文

Ong Wen Lin Klaire

Financial Advisory Manager

(MAS REP No.: OWL100067165)
Looking for a Reliable and Experience Financial Advisor?

Klaire Ong is here for you. 

In life, there will be many trials and tubulations. As such in order to live each day with purpose and enjoyment. we require Financial Planning on a continuous basis. Hence, it is critical to find the right financial advisor who will illuminate the possibilities of your life, allowing you to forge your path forward.

Just observe the world around us. Covid-19 and Ukraine war were two major disasters that had detrimental effect on the current economy. Therefore, it is essential to have the Financial Adviser who understands and assist you in these difficult times. This way, you will be prepared to face any challenges that come your way.

Why Klaire Ong?
She has more than 23 years of experience as a Personal Financial Advisor. She has been with Financial Alliance Pte Ltd, the largest independence Financial Advisory Firm of Singapore, since 2008. Klaire is a very passionate Personal Financial Advisor that puts her client’s needs as her utmost priority. She strives to find the best financial solution according to her client’s circumstances.

She will form a long-lasting relationship with her clients, prioritizing their well-being over selling her various schemes. Klaire helps her clients to develop their financial aspirations and will assist them, to the fullest of her extent, to accomplish their dreams. With her rich experience and her sincerity, she would suggest personalized and customized solution to her client’s in any stage of their lives.

0
Years of Experience in Financial Industry
0
Clients under my care

Services

Financial Planning Solution

Videos

Financial Alliance Introduction

Events

Income Strategies for All Market Conditions
Monthly Market Insights

Quick Insurance Comparison

Testimonials

I believe that a professional Financial Consultant should be reliable, passionate, knowledgeable and sincere, with a genuine interest in achieving the best for clients. Klaire is all these and more. Klaire has been my friend and FC for more than 10 years. Her dedication to clients sets her apart. She genuinely cares about her clients and will always be around when clients needed help or has queries, be it insurance related matters or other matters. Some FCs are just interested in hitting their sales target but Klaire is definitely not. She follows up with claims diligently and ensure that clients receive payouts on time. I would highly recommend her to anyone who needs advise on financial plans.

Joanna Tan

Head of Marketing at Manulife Investment Management

When Klaire joined my firm in 2008, I had an impression she will be a good Adviser. Indeed over the last 10 years Klaire performed exceptionally well as an Independent Financial Consultant. She demonstrated high level of skills and professionalism in dealing with clients and became one of the most valued Consulatnt in our company.

Vincent Ee

Managing Director at Financial Alliance Pte Ltd

At a friend’s urging, I requested for my portfolio to be reviewed by Klaire, having had an informal meeting with her 2 years ago. Having reviewed my portfolio, she then broke down her findings in manageable parts for me to understand with ease. Insurance jargon can be difficult to digest and understand for most people, as it is for me. It was her sincerity and willingness to go the extra mile that got my trust, and I have been with her since. She gives me substantial advice on managing not only my portfolio, but my finances. She respects my limitations, even cautioning me against spending more than I could manage with ease. I am at ease with the knowledge that she is just a phone call away, and that she will have my best interests at heart. I would recommend Klaire to any of my friends or family.

Joey Khampa

Security Application Specialist II

I got to know Klaire through one of my friends more than a decade ago. Back then, I was still a loyal client of my only (ex-) insurance agent. I occasionally met up with Klaire whenever she calls for a catch up. During those sessions, Klaire spent most of her time listening, understanding my life, my challenges, aspirations and most importantly my financial planning needs. Never was she pushy, nor make me a client at any point in time. Instead, we became friends before she became my financial advisor! What changed the tide was when my son got hospitalized when he was around 3 years old. Back then, I had yet to purchase any Medishield upgraded plan for him (as my (ex-) insurance agent did not suggest to do so). Thus, when my son got hospitalized, the medical claims and bills became a worry for me. As I was not familiar with what sort of basic coverage my son had, how much of the medical bill we could pay using our medisave etc, I was anxious on the potential bill we might have to bear. I then approached Klaire and sought her advice. I was touched when she made an effort to visit my son, and also guided me on the claims we could make for the medical bills. She also advised me to consider getting a medishield upgrade plan for my son for a peace of mind. And yes, I took her advice and purchased my first policy with her shortly after my son’s recovery! Since then, I never looked back. Every single insurance/investment policy I purchased thereafter was via Klaire, after discussion and reviewing what Klaire painstakingly proposed. She made sure that the proposed policies or plans not only fits my financial aspirations but also not overburden me financially. That said, Klaire NEVER hard-sells! There were countless times when she proposed a plan but not taken up by me due to one reason or another. Her professionalism, understanding and patience is what I greatly admire. Above all, her sound knowledge and expertise in what she does makes her shine like no other advisors. Through the years, Klaire has helped me in various situations including assisting in claims (even for policies not purchased from her!), following up with insurance companies for various requests, as well as providing advices whenever I needed. I am very thankful for all the help she has rendered over the years! A financial advisor is someone, who is not only willing to listen and provide sound advice, but also someone you can trust for your financial planning. I have found my Trusted Advisor in Klaire, I am sure you would too!

Karen Lim

Banker

I’m someone who doesn’t like to be pressured or pushed into a decision. I like to have ample research done and with good choices laid out clearly before things are set into stone. And that’s exactly what Klaire did for me. Never once did she put me into a corner to decide or even use negative push factor to make decide quickly. She makes me know at the end of the day is my choice. It was my first time meeting such a financial advisor after having many before that. I never turned back! I always felt she is always there for me. I remember one time I was asking her about maid insurance and I had some issues about a maid coming into Singapore. She went above and beyond to help me ask her contact who was a maid agency owner to ensure this tricky issue was resolved. A friend in need is a friend indeed!! She’s more than a financial advisor, she’s also a great friend. Thank you Klaire for more than 10 years of friendship!!

Lim Fei Fei

Business Owner in Marine Line

Klaire is very responsive and always think for her customer interest first. This is very crucial as she is not after her commission only by disregarding our welfare nor protection. She can give good advise and offer the right plan for me. When in urgent need of her help to check out on my plan entitlements etc, she will go all out to check for me and make sure I get everything covered. Really appreciate her professionalism and personal touch.

Stefanie Chua

Mainframe Business Specialist & Strategic Alliance

My Contact

Enquiry

Social

ENG 中文

Ong Wen Lin Klaire

MAS REP No.: OWL100067165

Financial Advisory Manager

Looking for a Reliable and Experience Financial Advisor?

Klaire Ong is here for you. 

In life, there will be many trials and tubulations. As such in order to live each day with purpose and enjoyment. we require Financial Planning on a continuous basis. Hence, it is critical to find the right financial advisor who will illuminate the possibilities of your life, allowing you to forge your path forward.

Just observe the world around us. Covid-19 and Ukraine war were two major disasters that had detrimental effect on the current economy. Therefore, it is essential to have the Financial Adviser who understands and assist you in these difficult times. This way, you will be prepared to face any challenges that come your way.

Why Klaire Ong?
She has more than 23 years of experience as a Personal Financial Advisor. She has been with Financial Alliance Pte Ltd, the largest independence Financial Advisory Firm of Singapore, since 2008. Klaire is a very passionate Personal Financial Advisor that puts her client’s needs as her utmost priority. She strives to find the best financial solution according to her client’s circumstances.

She will form a long-lasting relationship with her clients, prioritizing their well-being over selling her various schemes. Klaire helps her clients to develop their financial aspirations and will assist them, to the fullest of her extent, to accomplish their dreams. With her rich experience and her sincerity, she would suggest personalized and customized solution to her client’s in any stage of their lives.

0
Years of Experience in Financial Industry
0
Clients under my care
0

Services

Financial Planning Solution

Videos

Financial Alliance Introduction

Event

Monthly Market Insights
Income Strategies for All Market Conditions

Personal Accident Insurance

Travel Insurance

Motor Insurance

Testimonials

I believe that a professional Financial Consultant should be reliable, passionate, knowledgeable and sincere, with a genuine interest in achieving the best for clients. Klaire is all these and more. Klaire has been my friend and FC for more than 10 years. Her dedication to clients sets her apart. She genuinely cares about her clients and will always be around when clients needed help or has queries, be it insurance related matters or other matters. Some FCs are just interested in hitting their sales target but Klaire is definitely not. She follows up with claims diligently and ensure that clients receive payouts on time. I would highly recommend her to anyone who needs advise on financial plans.

Joanna Tan

Head of Marketing at Manulife Investment Management

When Klaire joined my firm in 2008, I had an impression she will be a good Adviser. Indeed over the last 10 years Klaire performed exceptionally well as an Independent Financial Consultant. She demonstrated high level of skills and professionalism in dealing with clients and became one of the most valued Consulatnt in our company.

Vincent Ee

Managing Director at Financial Alliance Pte Ltd

At a friend’s urging, I requested for my portfolio to be reviewed by Klaire, having had an informal meeting with her 2 years ago. Having reviewed my portfolio, she then broke down her findings in manageable parts for me to understand with ease. Insurance jargon can be difficult to digest and understand for most people, as it is for me. It was her sincerity and willingness to go the extra mile that got my trust, and I have been with her since. She gives me substantial advice on managing not only my portfolio, but my finances. She respects my limitations, even cautioning me against spending more than I could manage with ease. I am at ease with the knowledge that she is just a phone call away, and that she will have my best interests at heart. I would recommend Klaire to any of my friends or family.

Joey Khampa

Security Application Specialist II

I got to know Klaire through one of my friends more than a decade ago. Back then, I was still a loyal client of my only (ex-) insurance agent. I occasionally met up with Klaire whenever she calls for a catch up. During those sessions, Klaire spent most of her time listening, understanding my life, my challenges, aspirations and most importantly my financial planning needs. Never was she pushy, nor make me a client at any point in time. Instead, we became friends before she became my financial advisor! What changed the tide was when my son got hospitalized when he was around 3 years old. Back then, I had yet to purchase any Medishield upgraded plan for him (as my (ex-) insurance agent did not suggest to do so). Thus, when my son got hospitalized, the medical claims and bills became a worry for me. As I was not familiar with what sort of basic coverage my son had, how much of the medical bill we could pay using our medisave etc, I was anxious on the potential bill we might have to bear. I then approached Klaire and sought her advice. I was touched when she made an effort to visit my son, and also guided me on the claims we could make for the medical bills. She also advised me to consider getting a medishield upgrade plan for my son for a peace of mind. And yes, I took her advice and purchased my first policy with her shortly after my son’s recovery! Since then, I never looked back. Every single insurance/investment policy I purchased thereafter was via Klaire, after discussion and reviewing what Klaire painstakingly proposed. She made sure that the proposed policies or plans not only fits my financial aspirations but also not overburden me financially. That said, Klaire NEVER hard-sells! There were countless times when she proposed a plan but not taken up by me due to one reason or another. Her professionalism, understanding and patience is what I greatly admire. Above all, her sound knowledge and expertise in what she does makes her shine like no other advisors. Through the years, Klaire has helped me in various situations including assisting in claims (even for policies not purchased from her!), following up with insurance companies for various requests, as well as providing advices whenever I needed. I am very thankful for all the help she has rendered over the years! A financial advisor is someone, who is not only willing to listen and provide sound advice, but also someone you can trust for your financial planning. I have found my Trusted Advisor in Klaire, I am sure you would too!

Karen Lim

Banker

I’m someone who doesn’t like to be pressured or pushed into a decision. I like to have ample research done and with good choices laid out clearly before things are set into stone. And that’s exactly what Klaire did for me. Never once did she put me into a corner to decide or even use negative push factor to make decide quickly. She makes me know at the end of the day is my choice. It was my first time meeting such a financial advisor after having many before that. I never turned back! I always felt she is always there for me. I remember one time I was asking her about maid insurance and I had some issues about a maid coming into Singapore. She went above and beyond to help me ask her contact who was a maid agency owner to ensure this tricky issue was resolved. A friend in need is a friend indeed!! She’s more than a financial advisor, she’s also a great friend. Thank you Klaire for more than 10 years of friendship!!

Lim Fei Fei

Business Owner in Marine Line

Klaire is very responsive and always think for her customer interest first. This is very crucial as she is not after her commission only by disregarding our welfare nor protection. She can give good advise and offer the right plan for me. When in urgent need of her help to check out on my plan entitlements etc, she will go all out to check for me and make sure I get everything covered. Really appreciate her professionalism and personal touch.

Stefanie Chua

Mainframe Business Specialist & Strategic Alliance

CONTACT US

Contact Me

What type of services are you looking for? 请问您需要咨询哪些方面的服务?(Please select all that applies)

ACKNOWLEDGEMENT

By submitting this form, I confirm that

提交此表格,即表示

  • 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。
  • 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)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 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.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 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

Scan for Contact Details

Join our newsletter

Subscribe to our newsletter to receive updates on our latest content!

By providing the info below, I confirm that I am the user and/or subscriber of the telephone number(s) and email address provided by me and I consent to receive from Financial Alliance and/or its financial adviser representatives, any marketing, advertising and promotional information organise by Financial Alliance via voice calls, SMS/MMS (text messages) or faxes to my telephone number(s) provided below. I understand I may withdraw any consent I have given at any time by writing in to Financial Alliance Pte Ltd.

Scan for WeChat QR

Retirement Planning

Will I be able to retire comfortably?