Thomas Chai Kian Teck

Senior Consultant

(MAS REP No.: CKT300001354)
Consulting Is More Than Giving Advice

We all experience many journeys in life. Often we are left wondering why certain things happen to us.

No matter what stage of life we are in, it is CRITICAL to being financially healthy and ready. There are so many things we do not get a second chance at.

Managing your financial health is something that needs to be intentional, to achieve financial independence and retire early.

I strongly believe in cultivating life-long relationships with clients and helping them to reach their financial goals and objectives through holistic financial planning.

Today, I am blessed with a diverse clientele from all walks of life, who trusted me with their financial planning and beyond.

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I am truly grateful for Thomas’s expertise as my financial planner. His profound investment literacy shines through in crafting a robust portfolio for my personal and business needs. Thomas’s strategic approach and dedication to understanding my unique goals have been invaluable. Beyond technical proficiency, he excels in transparent communication, ensuring I am informed and confident in decision-making. Thomas’s forward-thinking guidance extends beyond short-term gains, offering a clear path to long-term financial security. I wholeheartedly recommend Thomas to anyone seeking a knowledgeable, transparent, and dedicated financial planner—your steadfast companion on the journey to financial well-being.

Michelle

Enrichment Center Business Owner

Thomas provided an exceptional service tailored to my unique needs. His approach was detailed, offering personalized strategies that align with my financial goals. What stood out was his commitment to avoiding hard sales tactics, creating a comfortable environment for discussing my financial concerns. He exhibited a deep understanding of my specific situation, translating complex financial concepts into easily digestible insights. His professionalism, coupled with a genuine desire to help, made the experience not only informative but also reassuring. Thank you, Thomas, for your thoughtful and client-focused financial planning expertise.

Amanda

Enrichment Center Business Owner

Thomas’s approach of asking his clients tough questions, and thinking deeply of their life goals has allowed me to set up a portfolio that truly matters to me. His rigor in understanding a client’s profile; and his acumen in market trends and conditions in a consistent and in-depth approach have allowed me to derive a holistic plan which serves a long-term perspective without compromising short-term enjoyment in life. Very grateful to have him to guide me to make the right decisions not just as a financial advisor but also a lifelong friend that genuinely have the best interest for people.

Dawn

Head of People & Experience

After having Thomas to advise me on my personal financial planning, I have a better sense and control over my financial goals ranging from short to long-term. In addition, he also took time to take care and was very detailed and meticulous in looking after my parents’ and sisters’ healthcare policies to ensure that my whole family are well protected and assured. This enables me to focus on my own career while I have trust that he will take good care of my finance and health. The attention to detail and assurance he gave me were what I think makes him a good financial advisor!

Boon Kang

Smart Home Business Owner

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Thomas Chai Kian Teck

MAS REP No.: CKT300001354

Senior Consultant

>S$ 0
Investment Assets Under Advisory
> 0
Clients Served
Consulting Is More Than Giving Advice

We all experience many journeys in life. Often we are left wondering why certain things happen to us.

No matter what stage of life we are in, it is CRITICAL to being financially healthy and ready. There are so many things we do not get a second chance at.

Managing your financial health is something that needs to be intentional, to achieve financial independence and retire early.

I strongly believe in cultivating life-long relationships with clients and helping them to reach their financial goals and objectives through holistic financial planning.

Today, I am blessed with a diverse clientele from all walks of life, who trusted me with their financial planning and beyond.

Holistic Financial Planning
Insurance Portfolio Audit
Investment Planning
Personal Life Insurance Planning
Retirement Planning
Children Education Planning
Estate Planning
Business Succession Planning
Mortgage and Liability Planning
General Insurance Services
Employee Benefits Scheme

Awards
2021
AXA Signature

2020
Million Dollar Round Table (MDRT)
AXA Signature

Professional Qualifications
Certified Financial Planner (CFP®)

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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).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 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。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 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.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

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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