张学永(Zhang Xueyong Rocky)

理财团队高级总监Senior Financial Advisory Director

(MAS REP No.: ZX-300311566)

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

从Top producer到Top leader:新加坡IFA理财团队高级总监(Senior FA director, 个人和团队业绩纪录保持者,双料冠军,冠军团队总监,团队创始人),专长一站式理财规划,高净值人士私人财富管理,帮助人们实现财务健康和独立及有效传承;招募和训练顶尖理财顾问事业合伙人,打造新加坡顶尖理财师联盟,服务大中华地区华语客户,RockWealth Group Makes Your Wealth Robust.

理财团队高级总监;

个人业绩纪录保持者(Top producer), 团队业绩冠军(Top Leader),团队业绩纪录保持者;领跑者;

新加坡最大IFA公司冠军理财团队洛奇财富团队创始人;

1 帮您财务健康,合理资产配置,实现财务独立,有效财富传承;
2 招聘和培训理财顾问事业合伙人
3 打造新加坡顶尖理财顾问联盟

洛奇财富团队的使命宣言(RockWealth group mission statement):
在新加坡和大中华地区, 打造高度称职理财顾问,服务高度赏识客户群体,建立高度互利朝阳事业.

RockWealth Group Makes Your Wealth Robust.

我是移民新加坡的中国人;生活简单,愿意帮助他人,喜欢运动(乒乓球,篮球,跑步等);恪守诚信、荣神益人!

我的愿景是让您财务更健康、人生更丰盛。My vision is to make life great again with financial fitness.
我的使命是帮助客户建立正确的理财观和方法论,实现财富健康。My mission is to help people build up correct financial and investment mindset, find the right way to grow wealth to achieve financially FIT.

新加坡保险, 新加坡定期寿险, 新加坡指数型万能寿险, 新加坡可变万能寿险, 新加坡私募保单PPLI, 新加坡投资连接险, 新加坡终身年金险, 新加坡储蓄保险, 新加坡基金定投

新加坡基金, 新加坡投资理财,新加坡私募基金, 新加坡数字货币基金, 新加坡家族信托, 新加坡IFA理财团队, 新加坡金融理财, 新加坡独立理财顾问

在新加坡最大的IFA公司financial alliance做理财高级总监,擅长大额保单实操、保险规划、退休规划、基金投资建议、遗嘱和家族信托安排、家族办公室、传承规划、高净值私人财富管理等,真正以客户为中心的专业中立一站式全面综合理财规划服务.

联系微信: xyzupup

助理微信: RockyPA001

约时间一对一咨询,请点击这里

了解行业,公司和团队,请点击这里约面谈

0
金融机构供应商
0
团队成员
0
服务客户

Services

大额保单规划
家族办公室服务
家庭保单和投资总结和检视
投资理财
保险对比

#ChooseIndependent:

Content

Videos

My Events

Upcoming Events

Quick Insurance Comparison

My Contact

Enquiry

Social

ENG 中文

张学永(Zhang Xueyong Rocky)

MAS REP No.: ZX-300311566

理财团队高级总监Senior Financial Advisory Director

0
金融机构供应商
0
团队成员
0
服务客户
从Top producer到Top leader:新加坡IFA理财团队高级总监(Senior FA director, 个人和团队业绩纪录保持者,双料冠军,冠军团队总监,团队创始人),专长一站式理财规划,高净值人士私人财富管理,帮助人们实现财务健康和独立及有效传承;招募和训练顶尖理财顾问事业合伙人,打造新加坡顶尖理财师联盟,服务大中华地区华语客户,RockWealth Group Makes Your Wealth Robust.

理财团队高级总监;

个人业绩纪录保持者(Top producer), 团队业绩冠军(Top Leader),团队业绩纪录保持者;领跑者;

新加坡最大IFA公司冠军理财团队洛奇财富团队创始人;

1 帮您财务健康,合理资产配置,实现财务独立,有效财富传承;
2 招聘和培训理财顾问事业合伙人
3 打造新加坡顶尖理财顾问联盟

洛奇财富团队的使命宣言(RockWealth group mission statement):
在新加坡和大中华地区, 打造高度称职理财顾问,服务高度赏识客户群体,建立高度互利朝阳事业.

RockWealth Group Makes Your Wealth Robust.

我是移民新加坡的中国人;生活简单,愿意帮助他人,喜欢运动(乒乓球,篮球,跑步等);恪守诚信、荣神益人!

我的愿景是让您财务更健康、人生更丰盛。My vision is to make life great again with financial fitness.
我的使命是帮助客户建立正确的理财观和方法论,实现财富健康。My mission is to help people build up correct financial and investment mindset, find the right way to grow wealth to achieve financially FIT.

新加坡保险, 新加坡定期寿险, 新加坡指数型万能寿险, 新加坡可变万能寿险, 新加坡私募保单PPLI, 新加坡投资连接险, 新加坡终身年金险, 新加坡储蓄保险, 新加坡基金定投

新加坡基金, 新加坡投资理财,新加坡私募基金, 新加坡数字货币基金, 新加坡家族信托, 新加坡IFA理财团队, 新加坡金融理财, 新加坡独立理财顾问

在新加坡最大的IFA公司financial alliance做理财高级总监,擅长大额保单实操、保险规划、退休规划、基金投资建议、遗嘱和家族信托安排、家族办公室、传承规划、高净值私人财富管理等,真正以客户为中心的专业中立一站式全面综合理财规划服务.

联系微信: xyzupup

助理微信: RockyPA001

约时间一对一咨询,请点击这里

了解行业,公司和团队,请点击这里约面谈

  • Comprehensive Financial Planning
  • Investment Planning
  • Personal Life Insurance Planning
  • Retirement Planning
  • Children Education Funding
  • Estate Planning
  • Business Succession Planning
  • General Insurance Services
  • Employee Benefits Scheme

新加坡最大IFA公司冠军理财团队

RockWealth Advisory Group

2023年
总监团队业绩冠军(团队)
直属团队业绩季军(团队)
最佳招聘主管
FAQC Prestige Club (个人)
MDRT (个人)

2022年
总监团队业绩冠军(团队)
直属团队业绩亚军(团队)
最佳招聘主管
标准保费冠军(个人)
卓越业绩奖(Eminence Class)(个人)
MDRT COT (个人)

2021
直属团队业绩冠军

Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员

FAQC Prestige Club

 

2020
Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)
Top Recruiter Award
最佳招聘主管
Top 3 Direct Team Award (2nd Runner-up)
直属团队业绩季军
Top Associate Director Group Award
最佳副总监

2019
Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)

2018
Million Dollar Round Table (MDRT) – Court of the Table (COT)
美国百万圆桌俱乐部内阁会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)
Consultant of the Year Award
最佳理财师
Top Weighted Premium [WP] Award
保费冠军
Top New AUA Award
投资额冠军
Top TR Award
总收入冠军

2017
Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)

2016
Million Dollar Round Table (MDRT)
百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)
Top New Rookie Consultant of the Year
最佳新人奖

My Services

#ChooseIndependent:

My Content

放弃北京户口,移民新加坡10年的他,现在还好吗?
回放 10年前, 他是外企经理,太太在大使馆工作,体面又多金,育有一女,房2套,车2辆,他北京户口(从集...
新加坡家族办公室新思路-从单一家办到联合家办
统计数据显示,近几年来新加坡家办申请大热,来自大中华地区的客户占比不少.现在在金管局排队办理家办需要...
原来做遗嘱和信托如此简单!专家如此说:不能给孩子留太快又太多!
原作者Keon Chee法学士 /MBA, Legasy Planners董事, –      ...
新加坡家族信托的介绍及优势
新加坡家族信托因其免税政策,稳定的政商环境,严格的金融监管和成熟的信托实践和法律配套,备受各国富...
新加坡家族办公室介绍
这个新加坡金管局(MAS)项目,不是经济发展局(EDB)项目. 首先,直击要害的两个误区 13X ,  13R是基金免税...
新加坡大额保单
中高净值人士钟情于万能寿险,不仅仅是因为他是美金保单,还有其他功用。 普及一下, 万能寿险即Universa...
loading...

My Videos

My Events

Upcoming Events

Quick Insurance Comparison

Personal Accident Insurance

Travel Insurance

CONTACT US

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

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

Mid-Life Transformation:
Build a Fulfilling Career in Financial Advisory

Join Kenny Loh, a former Engineer turned Top Financial Advisor, for a FREE webinar revealing his secrets to building a rewarding career at Financial Alliance, Singapore’s Leading IFA.

Stuck in a Career Rut?

Financial Alliance offers you the way out – Flexibility, Growth, and a Financially Rewarding Career Awaits

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

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

TM Protect MosBite

Singlife Digital Saver II

Singlife CareShield Standard & Plus

AIA Solitaire PA (II)