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

新加坡公司开户指南:材料、流程及优势解析
前言 随着全球经济一体化进程的加快,越来越多的企业家和投资者将目光投向了新加坡,这个亚洲金融中心。...
新加坡保险业的深度剖析:优势、监管及未来趋势
近年来,新加坡不仅在全球投资者心中是理想的经商之地,同时也是个人和企业开设银行账户的热门选择。与...
AI可以给投资者带来超额回报吗?
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新锚点重塑供应链:投资机会
根据EastSpring 的调查显示,来自北美、欧洲和亚洲的150名高级管理人员认为,供应链再平衡是企业的首要...
移民澳大利亚前你一定要知道这个省税神器!
最近好多国内和新加坡的小伙伴们都说自己卷不动了,想要去澳大利亚生活。也有一些已经入籍澳大利亚的朋...
新加坡自雇EP申请PR的加分项盘点
自雇EP可以说是当前国内移民的最佳途径了,周期短,而且资金要求量也没有那么高。当您拿到两年EP并且想...
在新加坡如何选择你可以信赖的理财顾问?
新加坡成为国内富人最喜爱的投资,移民目的地之一。我们熟知的很多名人富豪,其实都默默的加入了新加坡...
外汇风口!目前唯一合法渠道!超过5万美金的钱可以这样处境!
在新加坡做理财顾问快五年了,见了很多内地来新加坡的客户。最常被问到的一个问题就是:钱怎么出来? 由...
#新加坡理财 #新加坡被动收入 盘点新加坡被动收入的9种方式
新加坡是一个金融大超市,很多朋友来到新加坡觉得真的是太小,太热了,不过搞钱的话,在新加坡还真的很...
新加坡银行账户的三个等级,看看哪个更适合你?
在全球经济蓬勃发展的时代,金融领域的创新与多元化为高净值客户提供了更为丰富和专业的服务。海外私人...
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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。
  • 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).
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  • 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。
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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。
  • 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.
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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