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In People's Interest and Business to Bring About Financial Independence

Hua Vi Meng Simon

REP No.: HVM100027988

Senior Consultant

I have been a Licensed FA Rep since 2002; stayed in the practice for 2 decades and more. I help clients to review and plan their personal financial matters; provide solutions that they can understand, execute and follow throughout the journey of their lifetime achieving their financial goals and independence.

I am a senior consultant in Financial Alliance Pte Ltd (FAPL). We are one of the well established Financial Adviser (FA) firms in Singapore. We distribute and market financial instruments that include investment and insurance products and services from very renown fund managers and insurers. We transact and implement solutions via some of the most reliable and efficient platforms and services providers in Singapore.

In this ever challenging and evolving world, I strife to keep acquiring new skills and knowledge; stay abreast with what is happening in the financial markets so that my practice is always relevant; enable me to develop new tools, put together even better solutions and services for my clients.

From the business view point, I look forward to meeting like-minded clients, associates and persons with complimentary skill sets who can share their experiences, collaborate and co-work together in exploring new boundaries, taking up challenges to engage cross border projects, develop new markets, acquire new clients and experiences.

“In People’s Interest and Business to bring about financial independence”

I look forward to be of service to you and collaborate together.

My Contact & WhatsApp: +65 9389 3223    email: simonhua@fapl.sg

– Review existing portfolios of insurance and investments

– Alignment of Client’s financial goals and expectations

– Restructure existing insurance plans that meet life expectancy and legacy needs

– Finding and matching financial instruments to put together solutions for capital preservation, capital appreciation in the long term, funding basic expense in retirement, funding health insurance and chronic health conditions

– I build portfolios of assets that are well diversified and sustainable to provide streams of passive income and cash flow

– For clients with limited retirement funds, I introduce them to a new environment for adaptation so that they can preserve and stretch their limited savings to enjoy their retirement without losing quality of their living and lifestyle

– I help clients and investors to match like-minded business persons; expand and venture into new markets; invest in projects for sustainable income, grow revenue and improve total returns in the long term.

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