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

Olivia Li Wenjun

非常荣幸,您来到我的个人网页。我是Olivia 李文君。2008年来到新加坡做为一个全额奖学金的学生,在新加坡最大公立医院ICU工作7年后,转行理财行业。入行之后我不断的去提升自己,结合自己的医疗背景,为客户转移潜在风险,精准配置。并且帮助客户做财务增值规划,让未来不确定的人生中有一份安心。非常尽心尽力的去服务我的每一位客户,不论您是刚毕业的年轻人,还是身价上亿的老总。希望我可以成为您在新加坡理财规划中的一个值得信赖的资源人士,为您货比三家,优中选优,在超过150家金融合作伙伴的产品中,配置最适合您的理财规划方案。

欢迎随时联系我–>请点击这里

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Life insurance partners 寿险合作公司
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Mortgage providers 银行房贷介绍银行
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Investment platform 基金交易券商平台

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新加坡远程签单
新加坡财富传承
新加坡大额保单规划#传承
新加坡家族办公室设立
新加坡个人税务咨询
新加坡保单整理与优化
新加坡财富积累-基金定投
新加坡家庭资产配置:新加坡保险,新加坡投资,新加坡储蓄,新加坡传承

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Testimonials

Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Olivia Li Wenjun had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes

Jason Liu

Enginner

Soooo thankful that I have my super knowledgeable , patient and considerate Financial Advisor Olivia Liwenjun. She shared with me about different Saving plans, Investment plans and Insurance products as well, and helped me choose the package which is most suitable to me. Knowing her and choosing her as my Financial Advisor really makes my endless benefits. You are the BEST Dearest Olivia Liwenjun! ??????

Ji xin

Senior SN

Financial advisory Ms Olivia Li wenjun She has done an amazing job in her career. She gives a lot of of advise for younger generation on how to manage their money which we need.

Tina Zhang

Senior SN

Olivia Li is very professional, she has been very patient and helpful, giving me great advice on my financial planning. Really appreciate her time and effort. Most importantly she can stand in my shoes and plan accordingly to my need.

Yu Jing

Assistant Manager

Olivia is very professional and knowledgeable about investment, insurance and other financial services. She is very approachable, kind, committed. she contributes a lot to my personal growth and financial growth. 去年一月 有缘结识 Olivia, 我们的人生早期太相似了 ! 而她的之后的 人生经历 太丰富了 ! 她读过的书,经历过的事,成为的样子, 都太棒了 ! 这些词 来形容她 都很合适: 身材纤细,妆容精致,勤奋努力, 优秀自律,大方得体, 对理财投资,变富变美 更是 100%专业。 对自己所做的事 有passion 的人 都是会自带光芒的 ️ 与优秀的人同形, 你也一定会变得优秀 ! Success is not to be pursed, it is to be attracted by the person you become. – Jim Rohn

Stacia Tian

Senior SN

Olivia, 5 stars given to her For the reason of: 1. Profesional, reliable and committed to her clients to reach financial independence and acculmulate long term wealth. 2. Self devoted to her clients in terms of, willingness of sharing of knowledge, great Coaching abilities in terms of good foresight into the current and future. 3. Moving ahead of the curve and fastest progression in terms of performance and career progression prospect. Do look out for her and support her fully.

Javier

Manager at 5 star hotel

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Li Wenjun Olivia 李文君

MAS REP No.: LW-300047750

Financial Advisory Manager

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Life insurance partners 寿险合作公司
0
Mortgage providers 银行房贷介绍银行
0
Investment platform 基金交易券商平台
Olivia Li Wenjun

非常荣幸,您来到我的个人网页。我是Olivia 李文君。2008年来到新加坡做为一个全额奖学金的学生,在新加坡最大公立医院ICU工作7年后,转行理财行业。入行之后我不断的去提升自己,结合自己的医疗背景,为客户转移潜在风险,精准配置。并且帮助客户做财务增值规划,让未来不确定的人生中有一份安心。非常尽心尽力的去服务我的每一位客户,不论您是刚毕业的年轻人,还是身价上亿的老总。希望我可以成为您在新加坡理财规划中的一个值得信赖的资源人士,为您货比三家,优中选优,在超过150家金融合作伙伴的产品中,配置最适合您的理财规划方案。

欢迎随时联系我–>请点击这里

我擅长的是,新加坡住院险,寿险/重疾险规划,退休规划,基金投资建议,房贷介绍,遗嘱以及家族信托安排,家族办公室,传承规划,高净值私人财富管理等等。

做到真正的以客户为中心,一站式,全面的独立理财规划服务。

 

在2020,2021, 2022年,2023年连续获得了MDRT美国百万圆桌会员,

2020年获得公司的明日之星,以及公司优秀奖。

I achieved my  MDRT in year 2020,2021, 2022 and year 2023.

In the company level, I won the promising star award and FAQC Merit Award in year 2020 and FAQC Prestige Award in year 2021.

My Services

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My Content

新加坡EP如何省税?
新加坡以其低税率和简单的税务制度吸引了许多外籍人士前来工作。作为EP(Employment Pass)持有者,虽然...
从零致富--普通人如何赚到扭转人生的财富
为什么我们要尽早学会投资? 因为尽早投资有很多好处,尤其是当你想确保自己的退休计划以及一些长期财务...
新加坡金融从业者面临的投资挑战与困境
在新加坡金融业工作的双刃剑 在新加坡繁忙的金融行业工作,既充满机遇,也充满挑战。尤其是对于那些在金...
在新加坡值得考虑 REITs 的 6 大理由
对于新加坡的工作认识来说,规划好退休生活是一件非常重要的事。除了传统的投资选项,比如股票和债券,...
中国能否在特朗普的压力下逆势而上?
特朗普的影响 在特朗普当选已经基本确定的情况下,上周五市场的焦点都集中在中国共产党政治局会议上。大...
美联储降息对亚洲房地产信托基金的影响
美联储即将开始降息,主席杰罗姆·鲍威尔表示:“是时候调整政策了。” 我们研究认为,美联储很可能会在9月...
新加坡移民--揭秘如何用100万新币搞定全家身份
新加坡自雇PIC移民是一种快速投资移民新加坡的方式。申请人通过在新加坡成立一家私人投资公司,实际参与...
中国大陆客户购买新加坡保险投资产品指南
近年来,越来越多的中国大陆居民发现了新加坡保险市场的魅力。新加坡保险产品以其独特的优势吸引了大量...
内陆客户飞来新加坡购买定寿的流程和常见问题解析
不仅香港和内陆同行纷纷飞来新加坡购买定期寿险,就连香港保险精算师大赞新加坡定期寿险,这些信息让新...
新加坡银行开户常见问题解析
近年来,新加坡以其稳健的经济环境、完善的法制体系和低税率优势,吸引了众多企业和个人前来开户和投资...
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  • 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。
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  • 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
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  • 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。
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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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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

Singlife Cancer Cover Plus II

TM Protect MosBite

Singlife Digital Saver II

AIA Solitaire PA (II)

Singlife CareShield Standard & Plus