ENG 中文

Winston Khoo Wei Sern

Senior Financial Advisory Manager

(MAS REP No.: KSP300080564)
Digital Financial Photographer

Helping people enjoy life and grow their income by managing their finances, insurance + investments

I believe in the art of keeping things simple, especially finances.

After more than a decade of working within the financial sector, I’ve learned the best way to approach life and finance is to enjoy everyday pleasures and to take easy steps to manage and grow finances – whether its insurance plans, finding a suitable mortgage loan, or putting together an investment portfolio.
With a degree in IT, a background in banking, and a passion for connecting with people, my approach to wealth management is equally personal, practical, and high-tech.
I believe in being honest and helpful at all times, and leveraging technology to streamline the process. I work with people on what they are comfortable with rather than pushing an agenda.

It comes down to helping people reach their financial goals, whether it’s buying a house, planning for retirement, making sure they’re protected from events beyond their control, getting into the property market, or making sure they protect their wealth.

While I’m not advising, you can find me taking photos, traveling, and appreciating the simple things on Instagram.

0
Years in Financial Industry
0
Clients

Services

Step 1 - Financial Discovery
Step 2 - Charting a Course
Step 3 - Navigating Your Financial Future

Content

Interest Rates are rising. Should you be concerned?
FA Quality Class Merit 2022 - A recognition of a tumultuous 2021

Videos

No data was found

Events

Monthly Market Insights - 04 Oct 2022
How to use Alternative Investments to Navigate through this Volatile Market - 20 Sep 2022
Retire Retirement and live happily ever after - 30 Aug 2022
Monthly Market Insights - 16 Aug 2022
Income Strategies for All Market Conditions - 23 Aug 2022

Quick Insurance Comparison

Testimonials

One can always count on Winston for a quick response and detailed, attentive follow up. A definite ally to have for financing needs.

Ming W. Ho

Data Engineer

Winston sets himself apart from other financial advisers i’ve worked with by putting the relationship before the sale. He seeks to carefully ask diagnostic questions to establish the real underlying needs before recommending a solution. He is not afraid to walk away from a sale if he strongly believes that the product is not suitable for his client. That’s courage and integrity there. I strongly encourage anyone who is serious about looking after their financial wellness to work with Winston. You’ll find that he is a caring and worthy ally in this.

Jonathan Low

Senior Manager

My Contact

Enquiry

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ENG 中文

Winston Khoo Wei Sern

MAS REP No.: KSP300080564

Senior Financial Advisory Manager

Digital Financial Photographer

Helping people enjoy life and grow their income by managing their finances, insurance + investments

I believe in the art of keeping things simple, especially finances.

After more than a decade of working within the financial sector, I’ve learned the best way to approach life and finance is to enjoy everyday pleasures and to take easy steps to manage and grow finances – whether its insurance plans, finding a suitable mortgage loan, or putting together an investment portfolio.
With a degree in IT, a background in banking, and a passion for connecting with people, my approach to wealth management is equally personal, practical, and high-tech.
I believe in being honest and helpful at all times, and leveraging technology to streamline the process. I work with people on what they are comfortable with rather than pushing an agenda.

It comes down to helping people reach their financial goals, whether it’s buying a house, planning for retirement, making sure they’re protected from events beyond their control, getting into the property market, or making sure they protect their wealth.

While I’m not advising, you can find me taking photos, traveling, and appreciating the simple things on Instagram.

0
Years in Financial Industry
0
Clients
0

Services

Step 1 - Financial Discovery
Step 2 - Charting a Course
Step 3 - Navigating Your Financial Future

Content

Interest Rates are rising. Should you be concerned?
In the face of rising interest rates, how would this affect you and should you be concerned?
FA Quality Class Merit 2022 - A recognition of a tumultuous 2021
Humbled and grateful to receive the FAQC Merit 2022 award - my 10th, amidst a tumultuous and chal...

Videos

No data was found

Event

Income Strategies for All Market Conditions - 23 Aug 2022
Monthly Market Insights - 16 Aug 2022
Retire Retirement and live happily ever after - 30 Aug 2022
How to use Alternative Investments to Navigate through this Volatile Market - 20 Sep 2022
Monthly Market Insights - 04 Oct 2022

Personal Accident Insurance

Travel Insurance

Motor Insurance

Testimonials

One can always count on Winston for a quick response and detailed, attentive follow up. A definite ally to have for financing needs.

Ming W. Ho

Data Engineer

Winston sets himself apart from other financial advisers i’ve worked with by putting the relationship before the sale. He seeks to carefully ask diagnostic questions to establish the real underlying needs before recommending a solution. He is not afraid to walk away from a sale if he strongly believes that the product is not suitable for his client. That’s courage and integrity there. I strongly encourage anyone who is serious about looking after their financial wellness to work with Winston. You’ll find that he is a caring and worthy ally in this.

Jonathan Low

Senior Manager

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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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