您好,我是 Olivia 李文君。2008 年以全额奖学金来到新加坡,并在本地最大公立医院 ICU 工作了 7 年。长期在高压与高度负责的环境中,练就了我的决策力,同时我深刻理解了风险、稳定与财务安全的重要性。也正因如此,我选择进入理财行业,希望能把“在问题发生后抢救”,变成“提前帮家庭避开问题”。医学背景带给我的,是对新加坡医疗体系的深度理解,对不同客户适合的医疗机构,专家以及治疗的专业严谨判断力,也是一种对每一个家庭都必须认真负责的态度。
进入理财行业后,我专注于 风险管理、保障架构、跨境家庭资产配置,并把医学时期的逻辑思维延伸到财富规划中。作为 金融顾问(FA),我不受任何单一公司限制,可从 150+ 金融机构 的方案中做深度比较,为客户搭建透明、可执行、长期可坚持的规划结构。我服务的客户多为在新加坡发展的专业人士、新移民家庭,以及需要更高精准度规划的企业主与高净值人士。他们的共同点是:不喜欢被推销,而需要一个站在他们立场、判断清晰、长期可靠的顾问。
我也在视频号、小红书、Instagram、YouTube(账号:奥莉私房话)长期分享新加坡的保障体系、财富规划逻辑与实用案例,希望让更多家庭在重要决策上少走弯路、拥有更高的确定性。如果您正在寻找一位专业稳健、真诚可靠、可以长期合作的顾问,我很愿意从一次轻松的交流开始,帮助您和家人建立一个更安心、更有方向的未来。
我专注于提供真正以客户为中心的 一站式独立理财规划服务,涵盖新加坡住院险、寿险与重疾保障规划、退休收入设计、基金投资建议、房贷与现金流优化、遗嘱与家族信托安排、家族办公室架构,以及高净值人士的财富与传承规划。
无论是基础保障、资产增长,还是复杂的家族财富议题,我都以客观中立的角度,为客户建立全面、结构化、可持续的财富管理方案。
在2020,2021, 2022年,2023年,2024,2025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。
2021获得Prestiage Award.
2022,2023年获得Metir Award.
2024,2025年获得Presitage Award.
目前带领着六个人的团队(全员MDRT, TOT)
一个人可以走的很快,一群人可以走的很远,如果您对理财事业有兴趣,欢迎找Olivia聊聊。
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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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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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.