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