I partner with our clients using psychometric tools and established processes, while incorporating Financial Coaching Principles to guide their Financial Wellbeing Journey. In essence, I help:
To identify Who They Are,
Where They Are,
Where They Want to Be and
How They Want To Get There
Having a near decade of experience in comprehensive financial planning, I abide by a stringent code of ethics and conduct to ensure the highest standard of professional advice and services. As a member of Singapore Human Resources Institute (SHRI), Singapore Chinese Chamber of Commerce & Industry (SCCCI), and NUSS The Graduate Club, I have strong business connections as an effective corporate seminars organiser.
- Comprehensive Financial Planning
- Personal Life Insurance Planning
- Retirement Planning
- Children Education Planning
- Estate Planning
- Islamic Wealth Advisory
- Investment Planning
- Business Succession Planning
- General Insurance Services
- Employee Benefits Scheme
- Corporate Seminars
Chartered Financial Consultant (CHFC®/S)
Singapore College Of Insurance (Issued Nov 2021)
Diploma in Personal Financial Planning (DPFP)
Singapore College Of Insurance (Issued Oct 2021. Credential ID: DPFP 2021119)
IBF Advanced (“IBFA”) Level 2 in Personal Financial Planning
IBFSG – The Institute of Banking & Finance Singapore (Issued Oct 2021)
Certified Private Banker Level 1
Wealth Management Institute (WMI) (Issued Aug 2021. Credential ID: CPBL12100021)
Associate Estate Planning Practitioner (AEPP®)
Precepts Academy Pte Ltd (Issued Dec 2020. Credential ID: EPPL(SG)20201413)
Member of:
Singapore Human Resources Institute (SHRI)
Nov 2022 – Present
Teochew Poit Ip Huay Kuan
Sep 2022 – Present
NUSS The Graduate Club
Jun 2022 – Present
Singapore Chinese Chamber of Commerce & Industry (SCCCI)
Jan 2021 – Present
Belgium Luxembourg Chamber of Commerce (BLCC)
Apr 2022 – Mar 2023
Singapore Business Professional Women Association (SBPWA)
Jan 2021 – Feb 2022
I partner with our clients using psychometric tools and established processes, while incorporating Financial Coaching Principles to guide their Financial Wellbeing Journey. In essence, I help:
To identify Who They Are,
Where They Are,
Where They Want to Be and
How They Want To Get There
Having a near decade of experience in comprehensive financial planning, I abide by a stringent code of ethics and conduct to ensure the highest standard of professional advice and services. As a member of Singapore Human Resources Institute (SHRI), Singapore Chinese Chamber of Commerce & Industry (SCCCI), and NUSS The Graduate Club, I have strong business connections as an effective corporate seminars organiser.
- Comprehensive Financial Planning
- Personal Life Insurance Planning
- Retirement Planning
- Children Education Planning
- Estate Planning
- Islamic Wealth Advisory
- Investment Planning
- Business Succession Planning
- General Insurance Services
- Employee Benefits Scheme
- Corporate Seminars
Chartered Financial Consultant (CHFC®/S)
Singapore College Of Insurance (Issued Nov 2021)
Diploma in Personal Financial Planning (DPFP)
Singapore College Of Insurance (Issued Oct 2021. Credential ID: DPFP 2021119)
IBF Advanced (“IBFA”) Level 2 in Personal Financial Planning
IBFSG – The Institute of Banking & Finance Singapore (Issued Oct 2021)
Certified Private Banker Level 1
Wealth Management Institute (WMI) (Issued Aug 2021. Credential ID: CPBL12100021)
Associate Estate Planning Practitioner (AEPP®)
Precepts Academy Pte Ltd (Issued Dec 2020. Credential ID: EPPL(SG)20201413)
Member of:
Singapore Human Resources Institute (SHRI)
Nov 2022 – Present
Teochew Poit Ip Huay Kuan
Sep 2022 – Present
NUSS The Graduate Club
Jun 2022 – Present
Singapore Chinese Chamber of Commerce & Industry (SCCCI)
Jan 2021 – Present
Belgium Luxembourg Chamber of Commerce (BLCC)
Apr 2022 – Mar 2023
Singapore Business Professional Women Association (SBPWA)
Jan 2021 – Feb 2022
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
Subscribe to our newsletter to receive updates on our latest content!
Financial Alliance actively seeks skilled professionals, both experienced and aspiring, with a wide range of opportunities to showcase their expertise and grow their careers.
Learn more about Financial Alliance and how we accelerate our consultant's career in the financial advisory industry.
Explore the 7 unique key offers that Financial Alliance will help you to grow your career and business.
Have a question for us? Join our webinar to have your question answered by Mr. Tony Ong, Director of FAR Developement.