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Wang Hongna (Anna)

Wang Hongna Anna

MAS REP No.: WH-300494609

Senior Financial Consultant(CFP®)

您好,我是洪娜(Hongna),现任新加坡理财顾问公司 Financial Alliance 鑫盟理财的资深理财顾问,拥有8年从业经验,持有国际金融理财师CFP®认证及AEPP高级认证,并荣获新加坡银行与金融学院(IBF)高级认证。

我专注为职场人士、家庭及企业提供全方位的财务保障和理财规划服务,特别致力于成为在新加坡的华人、新移民及其公司最值得信赖的财务规划伙伴。

我从单一保险公司起步,现已全面转型为独立理财顾问,始终秉持“客户优先”的原则,为客户提供中立、客观、专业的财务建议。无论是医疗保险索赔、教育与养老规划,还是企业员工福利与商业保险,我都能为您量身定制解决方案。

我希望成为您家庭和企业财务的“急救工具箱”,在风险来临前预先准备好合适的工具,在关键时刻提供及时、准确的帮助。

我的服务范围包括:
🔹 医疗与人寿保险规划(风险管理)
🔹 教育与退休金规划
🔹 财富保障与投资组合规划及年检
🔹 遗产与传承规划(CPF提名、LPA、遗嘱等)
🔹 企业员工福利保险、商业财产险等

欢迎添加我成为您的理财伙伴,为您的家庭与企业保驾护航。

Hello, I’m Hongna, a Senior Financial Advisor at Financial Alliance – the largest Independent Financial Advisory (IFA) firm in Singapore – with 8 years of experience in the industry. I hold the CFP® (Certified Financial Planner), AEPP certification, and the IBF Advanced Level accreditation from the Institute of Banking and Finance Singapore.

I specialize in delivering holistic financial protection and planning solutions for professionals, families, and business owners – with a particular focus on Chinese expatriates and new immigrants in Singapore.

Transitioning from a tied agency to an independent advisory platform, I stay committed to putting my clients’ best interests first, offering neutral and tailored financial solutions. Whether it’s claims for hospital insurance, planning for education or retirement, or setting up employee benefits and corporate insurance, I aim to be your go-to advisor for all financial protection needs.

My goal is to serve as your Financial First Aid Kit – having the right tools (plans) ready in advance and applying them correctly when needed.

My key services include:
🔹 Health & Life Insurance Planning
🔹 Education & Retirement Planning
🔹 Investment & Protection Portfolio Review
🔹 Estate Planning (CPF Nomination, LPA, Will)
🔹 Employee Benefits and General Insurance for Businesses

Let’s connect – I look forward to being your trusted partner in both personal and corporate financial planning.

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我非常感谢Anna 提供的服务。她在处理我保险需求的过程中展现了极高的专业性和敬业精神。无论是解答我的疑问还是帮助我选择最适合的保险方案,她都做得非常细致入微。 而且服务态度非常友好且耐心,沟通能力也很强,能够清晰地解释复杂的保险条款,并及时回复我的每一个问题。 Anna 在问题解决方面表现出色,他们迅速响应并有效地解决了我在保险申请过程中遇到的问题,大大提高了效率。 总的来说,我对Anna的服务感到非常满意,并且愿意推荐她给其他需要保险服务的人。

Shihui

Purchasing Executive

Anna is very passionate about what she does and committed to her clients’ needs. She’s professional and truly listens. She has addressed the best and suitable plans for my family’s needs. I highly recommend anyone who needs financial planning or insurance advice.

Mavis Tan

Account Manager

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ACKNOWLEDGEMENT

By submitting this form, I confirm that

提交此表格,即表示

  • 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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Wang Hongna Anna
Financial Alliance

As Singapore's leading financial adviser, Financial Alliance ensures our clients benefit from impartial advice and best-suited financial plans.

We believe in offering impartial financial advice in our clients' interests instead of being influenced by sales quotas or commissions.

Driven by Progress
Powered by People

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Wang Hongna Anna
Financial Alliance

As Singapore's leading financial adviser, Financial Alliance ensures our clients benefit from impartial advice and best-suited financial plans.

We believe in offering impartial financial advice in our clients' interests instead of being influenced by sales quotas or commissions.

Non-advisory Products

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.

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