Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
After working in the insurance industry for over a decade, I know the difference between what an insurer wants and what a client needs. As a result, I decided to switch from working for a tied Agency Force to representing my clients at the largest Independent Financial Advisory (IFA) firm in Singapore. After all, I believe that to be respected in the financial services industry, I am obliged to provide responsible financial advisory services to my clients.
In order to keep my belief in check, I remained disciplined to set high standards for myself, reviewing my work system constantly to ensure that my clients received proper attention from me. By and large, I live with an open mind to sign up for finance and insurance related courses to improve my knowledge and to hone my skills.
At the same time, I also write content on estate planning and financial planning in Singapore to help you make that tough decision. As the saying goes, a poor financial decision is hard to forget. Therefore, I strive towards raising public awareness whenever possible. Click here to check out my blog and you may find articles that pique your interest.
🗣️ Host in-depth discussions with you to help you understand more about yourself and to discover your needs accurately
📁 Use the most affordable insurance policy to leverage for the maximal coverage required
📊 Use quantitative benchmarking techniques to conduct a comprehensive financial health check to identify potential areas of vulnerability
🏖️ Personalised wealth planning to achieve a fulfilling retirement lifestyle
📈 Analyse and align your investment portfolio with your financial objectives and risk profile
A member of the prestigious Million Dollar Round Table (MDRT), an internationally recognised membership as the standard of excellence in the life insurance and financial services business.
MAS REP No.: PZL300115037
Financial Advisory Manager
After working in the insurance industry for over a decade, I know the difference between what an insurer wants and what a client needs. As a result, I decided to switch from working for a tied Agency Force to representing my clients at the largest Independent Financial Advisory (IFA) firm in Singapore. After all, I believe that to be respected in the financial services industry, I am obliged to provide responsible financial advisory services to my clients.
In order to keep my belief in check, I remained disciplined to set high standards for myself, reviewing my work system constantly to ensure that my clients received proper attention from me. By and large, I live with an open mind to sign up for finance and insurance related courses to improve my knowledge and to hone my skills.
At the same time, I also write content on estate planning and financial planning in Singapore to help you make that tough decision. As the saying goes, a poor financial decision is hard to forget. Therefore, I strive towards raising public awareness whenever possible. Click here to check out my blog and you may find articles that pique your interest.
🗣️ Host in-depth discussions with you to help you understand more about yourself and to discover your needs accurately
📁 Use the most affordable insurance policy to leverage for the maximal coverage required
📊 Use quantitative benchmarking techniques to conduct a comprehensive financial health check to identify potential areas of vulnerability
🏖️ Personalised wealth planning to achieve a fulfilling retirement lifestyle
📈 Analyse and align your investment portfolio with your financial objectives and risk profile
A member of the prestigious Million Dollar Round Table (MDRT), an internationally recognised membership as the standard of excellence in the life insurance and financial services business.
Take control of your life 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.