Wong Chwee Khim

Consultant

(MAS REP No.: WCK300049743)
Live well and be prepared for surprises in life!

In a world filled with uncertainty, financial planning can seem like an impossible task, as challenges and unexpected events force us to adapt our expectations for life. But I believe that sound planning can not only give us an important lifeline and breathing room when we are hit by health catastrophes, it also ensures wealth accumulation and facilitates the smooth transfer of wealth to loved ones.

My aim is always to give people the best chance to achieve their dreams through long-term thinking and wise financial decisions. I specialize in identifying options for clients with diverse needs at all stages of life. Born in Malaysia and educated in Japan, I am happy to engage with people from various backgrounds in multiple languages and dialects.

I was a banking professional with more than 11 years of international and corporate banking experience in Tokyo and Singapore,and a manager for my family business for more than 7 years before I joined the financial advisory industry.

As a representative of an independent financial adviser, I provide clients sound, balanced and customized advice, matching their unique needs to products and services that best fit their goals in life.

I am a certified associate estate planning practitioner and an engineering graduate of the Tokyo Institute of Technology. My hobby is in art appreciation, Chinese ink painting, flower arrangement, walking in nature and volunteering for various good cause.

 

我在加入独立理财顾问团队之前,曾经在东京及新加坡的银行工作超过11年,负责国际营业及企业融资业务。也在家族企业工作超过7年。

身为独立理财顾问代表,我为客户提供一站式理财服务,以客户的利益为出发点,站在客户的角度,提供完善中立的全方位服务。我提供的服务包括保险规划,理财投资规划,教育资金规划,退休及传承规划等。

我希望通过长远的规划和明智的财务决策,为客户提供实现梦想的最佳方案。我出生在马来西亚,在日本居住超过14年,如今定居在新加坡。我很期待与来自不同语言背景的客户交流并提供最好的服务。

 

私は日本の国費留学生として東京工業大学の学部を卒業し、日系銀行の東京本店とシンガポール支店に勤めて、11年以上国際営業と東南アジア諸国の企業向け融資の仕事をしてきました。日本には学生、社会人と駐在員妻として3回に渡って14年ぐらい滞在した経験あり。

その後、人々の生活に直接係る仕事をしたいと思い、MAS所定の資格試験に合格、インディペンデント・ファイナンシャル・アドバイザー“Independent Financial Adviser (”IFA“)” のコンサルタントとしてシンガポール在住日本人のためにフィナンシャル・プランニングのサービスを提供してきました。主に貯蓄型保険、資産形成型保険、資産形成投資運用、住宅ローン融資、損害賠償保険などに関する最適なソリューションを提案。

Financial Alliance Pte Ltdはシンガポールで最も規模の大きいインディペンデント・ファイナンシャル・アドバイザーとして知られ、生命保険会社(19社)、損害保険会社(33社)、投資ファンド会社(70社以上)、銀行融資パートナー(16社)、投資プラットホーム(4社以上)と幅広い提携をしており、お客様のニーズに合わせてワンストップサービスを提供することができます。

日本での経験を生かして、すこしでもお役に立てることができれば幸せに思います。

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My Testimonials

What I like about Chwee Khim is that she is very sincere & knowledgeable. I have confidence in her that she would only recommend those insurance plans that is best suited for my needs. I particularly like how detailed her explanation of the proposals. As my son has some pre-existing medical conditions, she found options for me that I have never thought of. Eventually, I bought more insurance policies from her. My daughter has also bought her first whole life insurance policy through Chwee Khim. I would highly recommend Chwee Khim to anyone who is looking for a great financial planner.

Sylvia L

Teacher

Over the years, I have taken up a couple of insurance policies with various insurers for me and my family. However, after buying, I simply chucked them aside, and in no time forgot about their exact coverage and benefits. Not surprisingly, I have also not been keeping track of my changing insurance needs as I advance in age. Lately, when I was through a family crisis, Chwee Khim alerted me to review my insurance needs and the policies that I have bought. Thinking back, it was truly a timely reminder. She highlighted the pros and cons of my existing policies and helped me understand what my current concerns and needs were. The amount of time and effort she put in was tremendous. She was detailed in her explanation, and candid in her recommendations. What also matters to me was she has been sensitive to the challenges I was going through, and maintained her professionalism in not probing unnecessarily. She gave me personal space to make decisions and did not push me for the sake of closing deals. I was at ease and felt respected. I am happy with the plans that Chwee Khim recommended and the will writing service that she offered. I could see in her the conviction and passion to help people with their financial planning at different stages of life. Chwee Khim also reviewed the insurance needs of my sons and they too were glad of her advice.

Madam Chew

Interpreter

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Wong Chwee Khim

MAS REP No.: WCK300049743

Consultant

Live well and be prepared for surprises in life!

In a world filled with uncertainty, financial planning can seem like an impossible task, as challenges and unexpected events force us to adapt our expectations for life. But I believe that sound planning can not only give us an important lifeline and breathing room when we are hit by health catastrophes, it also ensures wealth accumulation and facilitates the smooth transfer of wealth to loved ones.

My aim is always to give people the best chance to achieve their dreams through long-term thinking and wise financial decisions. I specialize in identifying options for clients with diverse needs at all stages of life. Born in Malaysia and educated in Japan, I am happy to engage with people from various backgrounds in multiple languages and dialects.

I was a banking professional with more than 11 years of international and corporate banking experience in Tokyo and Singapore,and a manager for my family business for more than 7 years before I joined the financial advisory industry.

As a representative of an independent financial adviser, I provide clients sound, balanced and customized advice, matching their unique needs to products and services that best fit their goals in life.

I am a certified associate estate planning practitioner and an engineering graduate of the Tokyo Institute of Technology. My hobby is in art appreciation, Chinese ink painting, flower arrangement, walking in nature and volunteering for various good cause.

 

我在加入独立理财顾问团队之前,曾经在东京及新加坡的银行工作超过11年,负责国际营业及企业融资业务。也在家族企业工作超过7年。

身为独立理财顾问代表,我为客户提供一站式理财服务,以客户的利益为出发点,站在客户的角度,提供完善中立的全方位服务。我提供的服务包括保险规划,理财投资规划,教育资金规划,退休及传承规划等。

我希望通过长远的规划和明智的财务决策,为客户提供实现梦想的最佳方案。我出生在马来西亚,在日本居住超过14年,如今定居在新加坡。我很期待与来自不同语言背景的客户交流并提供最好的服务。

 

私は日本の国費留学生として東京工業大学の学部を卒業し、日系銀行の東京本店とシンガポール支店に勤めて、11年以上国際営業と東南アジア諸国の企業向け融資の仕事をしてきました。日本には学生、社会人と駐在員妻として3回に渡って14年ぐらい滞在した経験あり。

その後、人々の生活に直接係る仕事をしたいと思い、MAS所定の資格試験に合格、インディペンデント・ファイナンシャル・アドバイザー“Independent Financial Adviser (”IFA“)” のコンサルタントとしてシンガポール在住日本人のためにフィナンシャル・プランニングのサービスを提供してきました。主に貯蓄型保険、資産形成型保険、資産形成投資運用、住宅ローン融資、損害賠償保険などに関する最適なソリューションを提案。

Financial Alliance Pte Ltdはシンガポールで最も規模の大きいインディペンデント・ファイナンシャル・アドバイザーとして知られ、生命保険会社(19社)、損害保険会社(33社)、投資ファンド会社(70社以上)、銀行融資パートナー(16社)、投資プラットホーム(4社以上)と幅広い提携をしており、お客様のニーズに合わせてワンストップサービスを提供することができます。

日本での経験を生かして、すこしでもお役に立てることができれば幸せに思います。

My Services

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My Content

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My Videos

Financial Alliance's Planner Demo

My Event

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Testimonials

What I like about Chwee Khim is that she is very sincere & knowledgeable. I have confidence in her that she would only recommend those insurance plans that is best suited for my needs. I particularly like how detailed her explanation of the proposals. As my son has some pre-existing medical conditions, she found options for me that I have never thought of. Eventually, I bought more insurance policies from her. My daughter has also bought her first whole life insurance policy through Chwee Khim. I would highly recommend Chwee Khim to anyone who is looking for a great financial planner.

Sylvia L

Teacher

Over the years, I have taken up a couple of insurance policies with various insurers for me and my family. However, after buying, I simply chucked them aside, and in no time forgot about their exact coverage and benefits. Not surprisingly, I have also not been keeping track of my changing insurance needs as I advance in age. Lately, when I was through a family crisis, Chwee Khim alerted me to review my insurance needs and the policies that I have bought. Thinking back, it was truly a timely reminder. She highlighted the pros and cons of my existing policies and helped me understand what my current concerns and needs were. The amount of time and effort she put in was tremendous. She was detailed in her explanation, and candid in her recommendations. What also matters to me was she has been sensitive to the challenges I was going through, and maintained her professionalism in not probing unnecessarily. She gave me personal space to make decisions and did not push me for the sake of closing deals. I was at ease and felt respected. I am happy with the plans that Chwee Khim recommended and the will writing service that she offered. I could see in her the conviction and passion to help people with their financial planning at different stages of life. Chwee Khim also reviewed the insurance needs of my sons and they too were glad of her advice.

Madam Chew

Interpreter

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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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