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

您值得信赖的独立理财规划师!(Your Trusted Independent Financial Planner!)

2015年开始从业,有超过7年的理财规划经验

Started working in financial industry since 2015, with more than 7 years of experience in financial planning

新加坡保险.投资.理财.信托等全球资产配置, 一站式,专业,独立。

Singapore insurance, investment, wealth management, trust and other global asset allocation, one-stop, professional and independent.

2007年移民定居新加坡的中国新移民,热爱简单的生活,乐于帮助他人,喜欢运动健身;恪守诚信,以客户利益为中心。

Chinese immigrant who has immigrated in Singapore since 2007, loves simple life, is willing to help others, likes to exercise and keep fit; abides by integrity and focuses on the interests of customers.

我的使命是帮助客户建立正确的理财观和方法论,实现财务健康。

My mission is to help clients establish correct financial management concepts and methodologies to achieve financial health.

我的定位:

为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

My Target:

Provide unbiased, professional, one-stop comprehensive financial consulting services for individuals and enterprises, and provide customers with high-quality wealth management and financial planning solutions.

保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:(Registered and licensed financial company by the Monetary Authority of Singapore)

新加坡最大的独立理财顾问公司(Singapore’s largest independent financial advisory company)

Financial Alliance(鑫盟理财) , 20年经验.

我们公司的业务伙伴️:(Our Partners:)
18家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等)
4家基金交易券商平台(Havenport, iFAST奕丰, FAME辉立, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
2家家族信托公司(推荐)

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18家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)

0
Years in Financial Advisory Industry
0
Customers Under my Service
0
Asset Under Advisory

Services

保单体检
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退休理财规划

#ChooseIndependent:

Content

My Events

Upcoming Events

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My Contact

Enquiry

Social

ENG 中文

Yan Xudong Max 颜旭东

MAS REP No.: YX-300325256

Associate Director 副总监

0
Years in Financial Advisory Industry
0
Customers Under my Service
0
Asset Under Advisory
您值得信赖的独立理财规划师!(Your Trusted Independent Financial Planner!)

2015年开始从业,有超过7年的理财规划经验

Started working in financial industry since 2015, with more than 7 years of experience in financial planning

新加坡保险.投资.理财.信托等全球资产配置, 一站式,专业,独立。

Singapore insurance, investment, wealth management, trust and other global asset allocation, one-stop, professional and independent.

2007年移民定居新加坡的中国新移民,热爱简单的生活,乐于帮助他人,喜欢运动健身;恪守诚信,以客户利益为中心。

Chinese immigrant who has immigrated in Singapore since 2007, loves simple life, is willing to help others, likes to exercise and keep fit; abides by integrity and focuses on the interests of customers.

我的使命是帮助客户建立正确的理财观和方法论,实现财务健康。

My mission is to help clients establish correct financial management concepts and methodologies to achieve financial health.

我的定位:

为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

My Target:

Provide unbiased, professional, one-stop comprehensive financial consulting services for individuals and enterprises, and provide customers with high-quality wealth management and financial planning solutions.

保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:(Registered and licensed financial company by the Monetary Authority of Singapore)

新加坡最大的独立理财顾问公司(Singapore’s largest independent financial advisory company)

Financial Alliance(鑫盟理财) , 20年经验.

我们公司的业务伙伴️:(Our Partners:)
18家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等)
4家基金交易券商平台(Havenport, iFAST奕丰, FAME辉立, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
2家家族信托公司(推荐)

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18家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)

  • Investment Planning 投资理财规划
  • Insurance Planning 保险规划
  • Retirement Planning 退休规划
  • Education Funding 教育基金
  • Motor Insurance/Commercial Fleet motor insurance 汽车保险,商用汽车fleet保险
  • Estate Planning 财富传承
  • Family Office 家族办公室
  • 2019/2020/2022 Financial Alliance Quality Class Prestige Award 公司威望业绩奖
  • 2021 Financial Alliance Quality Class Eminence Award 公司卓越业绩奖
  • 2020/2021/2022/2023 Million Dollar Round Table 全球百万圆桌会员

My Services

#ChooseIndependent:

My Content

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My Events

Upcoming Events

Quick Insurance Comparison

Personal Accident Insurance

Travel Insurance

Motor Insurance

CONTACT US

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

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

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Non-advisory Products - Life Insurance

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.

Insurance Plan

Direct Purchase Products

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.

Chubb Personal Accident Guard

TM Protect MosBite

Singlife CareShield Standard & Plus