With over 8 years of experience as a licensed Financial Advisor and Certified Associate Wealth Planner (AWP), I specialize in helping senior management and professionals navigate the complexities of personal finance. My background in psychology enables me to understand your unique needs and goals, building strong relationships that allow me to provide personalized, unbiased advice that truly resonates with you.
I take a holistic approach to wealth management, ensuring that your financial plan isn’t just about numbers—it’s about aligning your financial strategy with your broader life goals. Whether you’re planning for retirement, funding your children’s education, or optimizing your portfolio, I provide tailored solutions designed to maximize your resources, minimize your risks, and prepare for the future with confidence.
My clients trust me as their go-to advisor for everything from insurance planning to estate management. I’m dedicated to making the financial planning process clear, actionable, and stress-free. From the first meeting to ongoing support, I focus on helping you understand your current financial position, set meaningful goals, and create a road map that brings those goals to life. With multiple MDRT qualifications and a consistent track record of industry awards, I’m dedicated to walking alongside you in your financial journey, helping you create lasting wealth and security, so you can focus on what truly matters—living a fulfilling life with confidence and peace of mind for both you and your family.
CORE SERVICES
(1) Comprehensive Financial Planning
(2) Cash Flow Analysis & Optimization
(3) Insurance Planning, Portfolio Review and Optimisation
(4) Investment Planning, Portfolio Review and Optimisation
(5) Retirement Planning
(6) Children Education Funding
(7) Estate Planning (Wills & Trusts)
(8) Tax Planning & Optimization
(9) Mortgage Planning
GENERAL INSURANCE
(1) Motor Insurance
(2) Travel Insurance
(3) Maid Insurance
(4) Group Accident and Health Insurance
(5) Business Insurance Solution
(1) Qualifications: Certified Associate Wealth Planner (AWP)
(2) 2019 Finalist for FPAS Financial Planner of the Year Award
(3) Million Dollar Round Table
MDRT: 2020, 2021, 2022, 2023, 2024
(4) Financial Alliance Pte Ltd Awards
– Financial Alliance Quality Class Award (Eminence Star): 2023, 2024
– Financial Alliance Quality Class Award (Eminence): 2022
– Financial Alliance Quality Class Award (Prestige): 2020, 2021
– Financial Alliance Quality Class Award (Merit): 2019
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 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.