Zechariah See

Senior Financial Advisory Manager, MSc Wealth Management

(MAS REP No.: ZSK300118250)
Financial Advisor for Families

Personal Story:
I almost lost an arm and that was when I realised I had zero insurance.

Many years ago, I was living my life on the edge and very involved in many adventurous outdoor sports. All these came to a shocking realisation when I almost lost my arm (or even my life), while kayak surfing with the high waves and deep waters overseas.

This lucky escape began my journey into the financial advisory business.

I wanted every person and family to know about the hard truth of being under-insured early and help everyone become better prepared. We run the risks of losing so much with every day we are not taking action to protect ourselves and our families financially.

Nobody has to deal with the same shock that I had experienced. You deserve better.

Why Me?
✅ I have a unique forte in helping families with their financial diagnosis and planning, since day one. I have been helping families, including young couples, big families, DINK couples, as well as their individual’s complex needs.

✅ I am a dedicated learner in the financial industry. I invested in my Masters in Wealth Management at SMU for this reason. I am still constantly upgrading myself year-on-year to become the best financial consultant for my diverse client profiles.

✅ My forte is in financial diagnosis.
My experiences in accounting and finance helps in giving proper diagnosis of your unique portfolio so that the correct approach/solutions could be personalised for you.

✅ I have a one-stop solutions platform.
Being an independent financial broker, I can represent you to find the solutions you need, all in your best interests. No need for hard selling. I am here for you and your family.

I am a strong believer that you can achieve more, beginning with what you have.

Feel free to reach out to me for a free consultation session with you and/or your family.

See you soon!

Email: zechariahsee@fapl.sg

#ChooseIndependent:

Learn more

My Events

Upcoming Events

Quick Insurance Comparison

Testimonials

Hello Zech, I want to express my heartfelt gratitude for your support in securing the Bupa policy and shaping my investment plans. Your dedication and extensive research into exploring alternatives are truly remarkable. You have made the seemingly impossible, possible. Your commitment to prioritising your clients and going above and beyond exemplifies your professionalism and genuine care. I have no doubt that your dedication will continue to benefit many others facing similar situations like mine. Thank you once more for your hard work and heart work, as always. With a grateful heart, Alexis Sept 2023

Alexis Wang

Manager, Government Agency

Highly recommended for anyone looking for financial reviews or advices as Zechariah would be the “one stop financial shop” for everything you would need. I have known Zechariah since college days before reconnecting recently and engaging him as my financial advisor to get my healthcare coverage sorted. It was pleasant to deal with him and my policy paperwork was promptly handled and prepared in less than 2 days! Also, be rest assured that Zechariah isn’t the typical pushy aggressive financial advisor who would repeatedly force financial plans or investments onto you; but he would listen to your needs first before he advises what’s the best and the next steps. On top of these soft skills, he has also equipped himself with all the required certifications together with a Masters in Wealth Management to help you move towards your financial goals. Definitely trusted for financial advices!

Christa

Infectious Diseases Product Management (Asia Pacific)

It is refreshing to finally meet someone with absolute integrity to guide me through my financial planning. His passion, dedication and a genuine interest in achieving the best for clients like myself is what truly sets Zech apart. Thank you Zech for setting things in order for my family, and looking forward to a lasting relationship! Regards, Manish

Manish

Program Manager, Lifecycle Services

Zech has helped me gain more awareness of my financial situation and also helped me better manage my funds by allocating to the right places for a better retirement plan and not worry about being affected by inflation. 👍 Regards, Darren

Darren

Games Programmer

Zech has been nothing but patient with me in guiding me on the benefits that I would receive from now till the end. He went through with me with in depth details and answered my queries with ease. The things that he recommended me even suited my needs. Definitely someone I would trust to handle my needs and care for my present being till the end as the services provided is more than just a touch a go but yet a lifetime. Regards, Iryan

Iryan

Certis Officer and Outdoor Enthusiast

Zech is able to accommodate to my availability on time and space and made the meetings comfortable and convenient. He is also knowledgeable in his element where he is able to explain the different policies based on my needs and goals towards financial planning. Also, to mention that he has been very patient throughout the entire process at times where I required him to repeat certain information twice. Would recommend him to my friends and family if they ever require a financial consultant. 😊 Regards, Abigail

Abigail

Senior Instructor and Mountaineer

Zechariah the wise man sees the need in you and gives concise explanation on policies. He is thoughtful and patient. He will not hold back on sharing that will benefit the conversation. Need an advisor? Zechariah. Regards, Kai Kiat

Kai Kiat

Outdoor Enthusiast and Coffee Barista

Hi Zech, Thank you for walking with me in this important journey of life planning. It not just a product or service but life that you have assisted me with. That is the significance of your role. Knowing you for the past 4 years, I have seen how steadfast you are in serving people; doing the best for every task and people that comes your way. Unsurprising of your standards, I felt really well taken care of by your clear planning to meet my life needs and many milestones to come. In the journey of life planning, choosing the right plan is merely a fraction of the picture. I am convinced that it more important to work with the right person, who will walk with you to the right door and beyond. Thank you Zech for enabling me to walk confidently into my different stages in life without forgoing the quality for the present. I definitely cannot ask for a better person to work with and I look forward to our next plan. Regards, Daryl

Daryl

Team Manager in OBS

My Contact

Enquiry

Social

ENG 中文

Zechariah See

MAS REP No.: ZSK300118250

Senior Financial Advisory Manager, MSc Wealth Management

Financial Advisor for Families

Personal Story:
I almost lost an arm and that was when I realised I had zero insurance.

Many years ago, I was living my life on the edge and very involved in many adventurous outdoor sports. All these came to a shocking realisation when I almost lost my arm (or even my life), while kayak surfing with the high waves and deep waters overseas.

This lucky escape began my journey into the financial advisory business.

I wanted every person and family to know about the hard truth of being under-insured early and help everyone become better prepared. We run the risks of losing so much with every day we are not taking action to protect ourselves and our families financially.

Nobody has to deal with the same shock that I had experienced. You deserve better.

Why Me?
✅ I have a unique forte in helping families with their financial diagnosis and planning, since day one. I have been helping families, including young couples, big families, DINK couples, as well as their individual’s complex needs.

✅ I am a dedicated learner in the financial industry. I invested in my Masters in Wealth Management at SMU for this reason. I am still constantly upgrading myself year-on-year to become the best financial consultant for my diverse client profiles.

✅ My forte is in financial diagnosis.
My experiences in accounting and finance helps in giving proper diagnosis of your unique portfolio so that the correct approach/solutions could be personalised for you.

✅ I have a one-stop solutions platform.
Being an independent financial broker, I can represent you to find the solutions you need, all in your best interests. No need for hard selling. I am here for you and your family.

I am a strong believer that you can achieve more, beginning with what you have.

Feel free to reach out to me for a free consultation session with you and/or your family.

See you soon!

Email: zechariahsee@fapl.sg

Fee-Based Advisory Services:

  • Northstar Personal Financial Planning
  • Islamic Wealth Advisory
  • Insurance Portfolio Advisory
  • Investment Portfolio Advisory
  • Professional Consultation Service

 

Personal Insurance:

  • Hospitalisation & Surgical Planning (Integrated Shield Plans)
  • Global Health Insurance
  • Personal Accident Protection
  • Long Term Care Planning, Disability Income
  • Whole Life Insurance
  • Term Insurance
  • Critical illnesses Plans

 

Investments & Retirement Planning (Cash/CPF/SRS):

  • Endowments
  • Investment-Linked Policies with AI funds
  • Unit Trusts
  • Bonds
  • ETFs
  • Stocks & Shares
  • Managed Portfolios
  • Cash Solutions

 

General Insurance:

  • Home Insurance
  • Pet Insurance
  • Travel Insurance
  • Business-Related Insurance

Here are some of my credentials:

✔️ MDRT (Million Dollar Round Table)

✔️ Certified Islamic Wealth Advisor

✔️ Completed Master of Science in Wealth Management (MWM) programme in Singapore Management University. A pioneering and leading wealth management programme, ranked 1st in Asia and 3rd in the world by Financial Times (FT) Global Masters in Finance Post-experience Ranking 2018 survey.

✔️ 15 years of corporate working experience while managing various risks of companies and business owners.

✔️Project Management Professional (PMP) certification. A gold standard in project management worldwide.

#ChooseIndependent:

Learn more about:

My Events

Upcoming Events

Quick Insurance Comparison

Testimonials

CONTACT US

Contact Me

What type of services are you looking for? 请问您需要咨询哪些方面的服务?(Please select all that applies)

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

Scan for Contact Details

Join our newsletter

Subscribe to our newsletter to receive updates on our latest content!

By providing the info below, I confirm that I am the user and/or subscriber of the telephone number(s) and email address provided by me and I consent to receive from Financial Alliance and/or its financial adviser representatives, any marketing, advertising and promotional information organise by Financial Alliance via voice calls, SMS/MMS (text messages) or faxes to my telephone number(s) provided below. I understand I may withdraw any consent I have given at any time by writing in to Financial Alliance Pte Ltd.

Scan for WeChat QR

Retirement Planning

Will I be able to retire comfortably?

Uncover Your Potential with Financial Alliance

Financial Alliance actively seeks skilled professionals, both experienced and aspiring, with a wide range of opportunities to showcase their expertise and grow their careers.

Revolutionising The Financial Services Industry

Invite your potential candidate to learn about the systems and tools within Financial Alliance

Discover Financial Alliance

Learn more about Financial Alliance and how we accelerate our consultant’s career in the financial advisory industry.

Our 7 Unique Value Proposition

Explore the 7 unique key offers that Financial Alliance will help you to grow your career and business.​

U+ Business Opportunity Webinar

Have a question for us? Join our webinar to have your question answered by Mr. Tony Ong, Director of FAR Development.

Visit our Youtube Channel for more career related resources