From Boardroom to Personal Finance
After 26 years in corporate finance – culminating as Regional VP Finance at a global travel retail multi-national corporation – I stepped away from the boardroom to redefine what true financial independence means.
Today, I help senior leaders and business owners apply the same strategic rigour used in billion-dollar decisions to their personal wealth.
Because financial planning isn’t just about numbers – it’s about clarity, confidence, and choice.
My mission is simple: to help you achieve the financial freedom to work for passion, not pressure.
Credentials & Milestones
✅ Chartered Accountant (Institute of Singapore Chartered Accountants, ISCA, 30 years)
✅ Bachelor of Accountancy, NTU
✅ IBF-Certified Financial Adviser (High Net Worth)
✅ 26 years’ experience across Asia, managing multi-country P&L and investment portfolios
✅ Top 3-5% Global Financial Advisers (MDRT, COT industry award winner)
✅ Associate Financial Consultant, AFC
✅ Representative Member of the Association of Financial Advisers (Singapore) – AFA(S)
How I Work
I bring a CFO’s mindset to personal finance – combining deep analysis with human understanding. Through my proprietary PNL Method (Protect • Nurture • Liberate), I translate your goals into a clear plan that safeguards today and liberates tomorrow.
“Numbers tell your story – I help you make sure it’s one worth living.”
Ready to redefine your financial freedom?
Book a 20-Minute Discovery Call, WhatsApp me @ 9436 3525 or email me: lilyfung@fapl.sg
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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.