Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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;
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.
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
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
MAS REP No.: ZX-300311566
理财团队高级总监Senior Financial Advisory Director
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;
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.
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
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
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
By submitting this form, I confirm that
提交此表格,即表示
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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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.
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)