But is your personal wealth keeping up?
Many SME owners I meet have insurance, savings, or even a will—but the pieces aren’t connected. That’s where plans fall short.
Add in inflation and rising costs, and even a solid plan can quietly lose ground.
One client had a six-figure income and many policies—but no solid structure. A single health event nearly wiped it all.
That’s when “明年再说” (“next year, next year”) becomes too late.
I’ve been a Finance Business Partner for 20+ years—across senior corporate finance roles and now running my own business.
My team supports SME owners with:
But beyond compliance, I help business owners align profits with personal goals—so their hard work leads to long-term wealth and peace of mind.
As a business owner myself, I understand the pressure: uneven cash flow, staff responsibilities, aging parents, and legacy questions that don’t go away.
My clients—mostly taukays and SME founders over 40—say:
“Don’t just grow the business—use it to take care of the people who matter.”
They trust me not just for my credentials, but because I offer:
I help them grow their wealth wisely, preserve what they’ve built, and hand it over smoothly to the next generation.
Imagine the relief of knowing your wealth is organized and your loved ones are protected.
You’ve built a strong business.
Let’s make sure your personal wealth keeps up.
Like a CFO, but for your whole life—
I help you align business success with family security and long-term peace of mind.
Reach out today—Email me at weiying@fapl.sg or WhatsApp me here for a focused, no-pressure conversation.
我帮助企业家稳健发展、保护资产和成功退出,从而帮助您积累财富、自信退休,并实现您理想的生活方式. (请参阅中文版-My Specialties)
您生意蒸蒸日上,但您的个人财富是否跟上了步伐?😟
作为成功的中小企业家,请问自己一下:
– 我是否有足够的资金可以无忧地放慢脚步?
– 如果发生意外事件打乱我的生活或健康怎么办?
– 如果我不在了,我的家人知道下一步该怎么做吗?
我遇到的大多数企业家都有一些安排:保险、储蓄,也许还有一份遗嘱。
但没有系统化的计划可能会功亏一篑。
通货膨胀和不断上涨的开支正在悄然侵蚀您的退休金,使得旧计划不再可靠。
我的一位客户曾有六位数的收入和多份保单—但却没有坚实的计划。一场突如其来的健康事件几乎让他多年的努力付诸东流。
那时候, “明年再说”的代价才真正显现出来。
🧾 关于我
我拥有超过20年的财务业务伙伴经验,从资深企业职位到如今经营一家会计师事务所。
我的团队为中小企业家提供以下服务:
✅ 会计
✅ 审计
✅ 公司秘书
✅ 税务
但我所做的不仅仅是帮助您合规。
我帮助客户将业务收入转化为个人财富,让他们感到安心,并确保家人得到妥善照顾。
作为一名企业家,我深知其中的压力:不稳定的现金流、团队要求、年迈的父母,以及挥之不去的传承问题。
🤝 客户为何选择与我合作
我的客户—通常是40岁以上的老板们和企业创始人—说:
“真正的成功不仅仅是发展业务——更是为了照顾重要的人而善用生意。”
他们选择与我合作,不仅因为我的资历,更因为我带来:
• 连接业务增长与个人目标的战略
• 在IRAS审计、业务退出和人生变故中的稳健指导
• 根植于经验而非销售的建议
我帮助他们明智地增长财富,保护他们已建立的一切,并平稳地传承给下一代。
🗣️ 这说的是您吗?
• 您已建立强大的事业,但个人财务感觉分散?
• 您已准备好放慢脚步——但不确定多少才足够?
• 您正在为所爱之人提供保障,但不确定如何平稳传承?
想象一下,当您知道自己的财富井然有序、所爱之人受到保护时,那种安心感。
✅ 您已建立强大的事业。 让我确保您的个人财富也能跟上。
就像您的“人生首席财务官”一样—— 我帮助您将业务成功与家庭保障和长期的内心安宁对齐。
今天就联系我吧——私信 或电邮至 weiying@fapl.sg。
Being a trustworthy financial adviser is filled with challenges, yet nothing is more important than staying genuine 不忘初心 (bù wàng chū xīn) and always putting my clients’ needs first. It fills me with pride to know that I’ve remained faithful to my core mission ever since I entered this field.
That mission is to lead you on the path to financial freedom, offering the chance for an earlier retirement. My role goes beyond helping you meet financial targets; it’s about enabling you to provide abundantly for those you care about. I’m dedicated to enlightening people about the financial pitfalls they might not see, empowering them for a more promising journey.
不忘初心 (bù wàng chū xīn) means never forget my original intention:- I always putting my clients’ needs & interests first
成为一名值得信赖的财务顾问充满挑战,但没有什么比保持真诚和不忘初心更重要——始终把客户的需求和利益放在首位。让我感到自豪的是,从踏入这个行业的第一天起,我就始终坚守这一核心使命。
我的使命是引领你走向财务自由,让你有机会更早退休。我不仅是帮助你达成财务目标,更是助你为所爱之人创造更充裕的未来。我致力于揭示那些容易被忽视的财务风险,让你做出更明智的决策,走得更稳、更远。
不忘初心,就是始终坚守最初的承诺:客户的需求和利益,永远是我的优先考虑。
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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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.
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.