2008年获SM1奖学金来新加坡留学
毕业于新加坡国立大学,此后进入保险行业,至今已逾7年
至今已为上百个新加坡、中国大陆和台湾家庭提供私人定制的保险与财富管理方案
我的目标:从客户的角度出发,提供中立、专业、全面的保险与财务规划方案,并提供优质、持续的服务
Financial Alliance(鑫盟理财):新加坡最大的独立理财顾问公司,成立于2002年
官网:www.fa.com.sg
我们公司的业务伙伴️:
🌎17家寿险公司
🌎37家财险公司(如车险、房险、女佣险、工伤险、旅游险等)
🌎10家基金交易券商平台(如iFAST奕丰、FAME、老虎证券等)
🌎70多家国际和本地基金公司(1000多支全球基金可供投资)
🌎16家房贷银行
🌎9家信托与遗产规划公司
FIT 财务规划,量身定制,财务健康,财务自由
F: Financial Service 财务服务 理财规划、投资咨询
I: Insurance 保险 代理17家寿险公司 多选择、有对比
T: Transfer of Estate 财富传承 家族信托、遗嘱等服务
微信:mu4zi3yu2
WhatsApp:86447202
个人与家庭保险理财规划
养老与教育金规划
遗产规划与财富传承
员工团体险与其他企业保险
COT百万圆桌内阁会员
AFP金融理财师
AEPP遗产规划师认证
Take control of your 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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Have a question for us? Join our webinar to have your question answered by Mr. Tony Ong, Director of FAR Development.
For those comfortable managing their own insurance needs, these are some options to purchase 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.