Chan Wen Li Winnie

Wealth Advisory Director

(MAS REP No.: CWL100044668)

Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

Wealth Advisory Director | Certified Financial Planner | Financial speaker | MDRT COT

Winnie Chan is a distinguished Certified Financial Planner (CFP) with over a decade of expertise in financial advisory services. Her commitment to her clients has led many to achieve their financial aspirations while ensuring their families’ protection. Winnie‘s extensive experience in insurance claims has been instrumental in securing successful payouts, providing crucial financial relief during challenging times.

Her passion for community engagement is evident through her financial education initiatives. She has conducted insightful financial talks for esteemed organizations such as Carousell Group, Singapore National Eye Centre and Singtel, empowering their employees with valuable financial knowledge.

Outside of her professional commitments, Winnie balances her life with a passion for fitness and music. She enjoys rigorous workouts at the gym and is a pianist, recently awarded ABRSM Piano Performance Grade 6 (Merit).

> 0
Number of years of experience
> 0
Number of families served
>$ 0
Asset under Management

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Comprehensive Financial Audit
Financial planning for Foreigners working in Singapore
Financial Literacy Program

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Testimonials

Personal finance is about trust. Many financial advisors (including banks) sell toxic products to their clients. I think the first thing I found in Winnie is trust. Winnie is the person that I have confidence to introduce to my friends and my family members. She gave me independent advice in my best interest. And considered aspects from my work and residency that may affect my financial plans. And second, I found that Winnie is very knowledgeable in financial products and insurance plans, which are the good sources to build my financial plan upon and to meet my financial objectives. It is a painful process to understand those products and important points in the TC, without Winnie’s help.

Henry

Data Analyst Manager

Winnie is a reliable adviser who is knowledgeable & friendly. She helped us to optimize our resources to meet our financial goals, and helped out with any additional requests and questions we had. I would recommend her services.

Chit & Maw

Lecturer & Doctor

“Winnie Chan has provided excellent and timely advice to me for over 10 years. She has provided and excellent perspective on the best investment strategies that fits my needs.”

PR Preiser

Professor

Winnie has been managing my financial matters since 2017, initially starting with some retirement planning, and gradually including all other financial aspects such as my investments, insurance, mortgage and even legacy planning. Winnie has proven to be a very reliable, responsive and respectful partner. She is accommodative of my schedule and pace, while providing the right balance of accountability check-ins. I definitely recommend Winnie to anyone who is looking for a Financial Advisor to look after your financial health for you.

Jeanne

Head of Global Benefits

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Chan Wen Li Winnie

MAS REP No.: CWL100044668

Wealth Advisory Director

> 0
Number of years of experience
> 0
Number of families served
>$ 0
Asset under Management
Wealth Advisory Director | Certified Financial Planner | Financial speaker | MDRT COT

Winnie Chan is a distinguished Certified Financial Planner (CFP) with over a decade of expertise in financial advisory services. Her commitment to her clients has led many to achieve their financial aspirations while ensuring their families’ protection. Winnie‘s extensive experience in insurance claims has been instrumental in securing successful payouts, providing crucial financial relief during challenging times.

Her passion for community engagement is evident through her financial education initiatives. She has conducted insightful financial talks for esteemed organizations such as Carousell Group, Singapore National Eye Centre and Singtel, empowering their employees with valuable financial knowledge.

Outside of her professional commitments, Winnie balances her life with a passion for fitness and music. She enjoys rigorous workouts at the gym and is a pianist, recently awarded ABRSM Piano Performance Grade 6 (Merit).

Holistic Financial Planning

Comprehensive strategies tailored to meet your unique financial goals and needs.

Wealth Protection

Safeguarding your assets to ensure financial security for you and your loved ones.

Investment Planning                          

Expert guidance on building and managing a robust investment portfolio.

Peace of Mind Retirement Funding

Secure and stress-free retirement plans for a comfortable future.

Estate & Legacy Planning       

Strategic planning to preserve and transfer your wealth to future generations.

Experienced Financial Analysis              

In-depth analysis of insurance products and investments to optimize your financial outcomes.

Financial Planning for Expats & Foreigners                                       

Specialized services to address the unique financial challenges faced by expatriates and foreigners in Singapore.

2024

  • Top 10 weighted premium: Sept 2024
  • Top 10 weighted premium: June 2024
  • Top 10 weighted premium: May 2024
  • Top 10 New AUA: April 2024
  • Q3 2024 Top 30 New Total Revenue Achievers
  • Q2 2024 Top 30 New Total Revenue Achievers
  • Top 20 NTR Kick-Start Rally 2024 (Feb-May)

2023

  • FA Quality Class – Eminence 2023
  • MDRT
  • HSBC Prestige Premier Club 2024
  • Q4 2023 Top 30 New Total Revenue Achievers
  • Q3 2023 Top 30 New Total Revenue Achievers
  • Q2 2023 Top 30 New Total Revenue Achievers
  • Top 10 iFAST x FAL Q3 2023 Producers Challenge
  • Top 10 New AUA: August 2023
  • Top 10 FA weighted premium: May 2023
  • Top 10 Total Revenue: May 2023

2022

  • Top 5 FA weighted premium: Jan – Dec 2022
  • FA Quality Class – Eminence 2022
  • MDRT Court of the Table (COT) 
  • Top 10 FA weighted premium: Oct 2022
  • Top 10 FA weighted premium: April 2022
  • Top 10 FA weighted premium: March 2022
  • Top 10 Total Revenue: April 2022
  • Top 10 FA20 Business Challenge Feb – Jun 2022

2021

  • FA Quality Class – Eminence 2021
  • MDRT Court of the Table (COT)
  • Top 10 Total Revenue: Dec 2021
  • Top 10 Total Revenue: Nov 2021
  • Top 10 Total Revenue: Aug 2021
  • Top 10 Total Revenue: May 2021
  • Top 10 Total Revenue: Mar 2021
  • Top 10 Total Revenue: Feb 2021
  • Top 10 Miracle Quarter challenge (Jul-Oct 2021)
  • Top 10 FA weighted premium: Oct 2021
  • Top 10 New AUA: Oct 2021
  • Top 10 New AUA: Aug 2021
  • Top 10 New AUA: Jul 2021
  • Top 10 New AUA: Feb 2021

2020

  • FA Quality Class 2020 – Eminence
  • Top 10 FA weighted premium: Jan-Dec 2020
  • iFAST x FAL Top 10 Producers’ Challenge: Q4 2020
  • Top 10 New AUA: Nov 2020
  • Top 10 New AUA: Oct 2020
  • Top 10 Total Revenue: Oct 2020
  • Top 10 Total Revenue: Aug 2020
  • Top 10 Total Revenue: Jul 2020
  • Top 10 FA weighted premium: June 2020
  • Top 5 MQ United challenge: May-Aug 2020

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Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

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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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Non-advisory Products - Life Insurance

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.

Insurance Plan

Direct Purchase Products

For those comfortable managing their own insurance needs, these are some options to purchase 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.

Chubb Personal Accident Guard

Singlife Cancer Cover Plus II

TM Protect MosBite

Singlife Digital Saver II

AIA Solitaire PA (II)

Singlife CareShield Standard & Plus