This is not a regular nine to five career! To me, it is a mission to empower others to fulfill their passions and dreams. Most of all, it proves that with sound financial planning, protecting yourself and your loved ones and thereafter, leaving behind a legacy is a dream well within your reach.

Thank you for stopping by my page. It is an honour to get to know you and introduce myself. Born and raised in Singapore, I have lived half of my life overseas and subsequently obtained a legal background in Norwegian law. Upon relocation to Singapore, I quickly saw the obvious differences in which the financial industry operates locally, especially in the areas of estate and wealth planning including health, education, insurance and investment tools.

All thanks to my entrepreneurial grandmother during my growing up years, I was well-provided for in a financially comfortable environment. Little did I expect that down the path of life’s road, owing to circumstances beyond my control, I would experience financial hardships which I never thought was possible. Since then, my interest in the financial industry was piqued as I experienced first-hand how a rainy day wasn’t all doom and gloom – a beautiful rainbow can appear in the midst of it. It solidified the belief within me that a lot can be achieved as long as we protect ourselves against certain inevitable elements in life through comprehensive planning. 

I speak English, Mandarin, Hokkien and Norwegian fluently. Besides handling life insurance and investment for individuals, I am particularly interested in marine, property, employee benefits and work injury compensation insurances. My specialties also include will writing and set up of trust for clients as part of a holistic approach to wealth, estate and succession planning. I believe in putting the interests of my clients at the centre of focus so that together, we can achieve the desired objectives and goals for their future. 

Please feel free to contact me today for a no-obligation chat about your financial dream for yourself and your loved ones, or your company and employees!

Wishing you the best,

Laurel Felicia

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Laurel Felicia Lee

MAS REP No.: LKG300705069

Consultant

This is not a regular nine to five career! To me, it is a mission to empower others to fulfill their passions and dreams. Most of all, it proves that with sound financial planning, protecting yourself and your loved ones and thereafter, leaving behind a legacy is a dream well within your reach.

Thank you for stopping by my page. It is an honour to get to know you and introduce myself. Born and raised in Singapore, I have lived half of my life overseas and subsequently obtained a legal background in Norwegian law. Upon relocation to Singapore, I quickly saw the obvious differences in which the financial industry operates locally, especially in the areas of estate and wealth planning including health, education, insurance and investment tools.

All thanks to my entrepreneurial grandmother during my growing up years, I was well-provided for in a financially comfortable environment. Little did I expect that down the path of life’s road, owing to circumstances beyond my control, I would experience financial hardships which I never thought was possible. Since then, my interest in the financial industry was piqued as I experienced first-hand how a rainy day wasn’t all doom and gloom – a beautiful rainbow can appear in the midst of it. It solidified the belief within me that a lot can be achieved as long as we protect ourselves against certain inevitable elements in life through comprehensive planning. 

I speak English, Mandarin, Hokkien and Norwegian fluently. Besides handling life insurance and investment for individuals, I am particularly interested in marine, property, employee benefits and work injury compensation insurances. My specialties also include will writing and set up of trust for clients as part of a holistic approach to wealth, estate and succession planning. I believe in putting the interests of my clients at the centre of focus so that together, we can achieve the desired objectives and goals for their future. 

Please feel free to contact me today for a no-obligation chat about your financial dream for yourself and your loved ones, or your company and employees!

Wishing you the best,

Laurel Felicia

As a representative of Singapore’s largest Independent Financial Advisory (“IFA”) Firm, I offer reassuring value through comprehensive and customised financial planning and wealth management. This is achieved through:

* Unbiased advice and recommendations

* Fintech-driven financial planning process

* Hassle-free implementation for enhanced client experience

* Professional competence, quality & expertise for peace of mind

* Real choices and real value for diverse wealth management needs and goals

At Financial Alliance, we model our financial planning practice on a framework known as The Five Pillars of Wealth.

The Five Pillars of Wealth

WEALTH PROTECTION:

This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of a chance misfortune which will cause you to suffer unnecessary and possibly tremendous financial losses. My guided planning helps to reduce the negative impact of unplanned misfortunes and ensure your lifestyle remains unaffected as much as possible thereafter.

WEALTH MAINTENANCE:

The second Pillar of Wealth. To maintain your wealth, you need to analyse your general financial health indicators such as cash flow and debt position. A net positive cash flow with no over-committed liabilities is considered healthy. My financial consulting services will guide you to effectively manage your cash flow and suggest ways to reduce or avoid unnecessary borrowing.

WEALTH ACCUMULATION:

The third Pillar of Wealth. Accumulating wealth, especially from an early age, drives you towards meeting your long-term financial objectives. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. Take advantage of my financial consulting services to help you develop a realistic and achievable programme to meet these needs.

WEALTH ENHANCEMENT:

The fourth Pillar of Wealth. Diversifying your financial portfolio to include investments could help to maximise the growth potential of your assets. When you engage my financial consulting services, you will be guided to develop an investment programme that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long-term financial dreams.

WEALTH DISTRIBUTION:

The fifth and final Pillar of Wealth. Regardless of the value of assets you have, you are entitled to distribute your estate according to your wishes, so do have them written down on carefully drafted and executed documents to ensure that your rights are protected. My financial consulting services are designed to help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.

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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。
  • 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

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