Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Entering the financial industry in 2018, I’ve dedicated the past six years to delivering exceptional financial services. As an independent financial advisor hailing from a family with a strong research background – one of my family members being a scientist – I have a particular focus on catering to High Net Worth clients. This unique blend of scientific insight and financial expertise equips me with a solid foundation for navigating the intricate terrain of investments, insurance, and financial planning within this specialized sector.
What truly sets me apart is my unwavering commitment to objectivity, ensuring that every financial decision places your best interests front and center, devoid of biases or concealed motives. Your success is my utmost priority, and I prioritize your financial well-being above all else. You can place your trust in my comprehensive skill set, years of experience, and a client-centered approach, all tailored to steer you toward a more secure and prosperous financial future, with a specific emphasis on serving High Net Worth clients.
作为一名拥有六年金融领域经验,并在新加坡居住已逾13年的独立理财顾问,我一直将出身科研家庭的严谨细致和客观中立融入我的工作。
立足新加坡最大的独立理财公司,专注于海内外的华人精英和企业家们,为海内外高净值客户和家族办公室客户们提供度身定制的资产配置方案。
了解每位客户的独特需求,以客户为中心是我的服务宗旨。我会替您在整个市场,比对筛选,优中选优,帮您提供最合适的方案,助您实现财务目标。无论您是寻求家族传承、子女规划、退休养老,还是投资理财,我将为您提供最专业的建议和切实可行的战略,确保您的财务目标得以实现。您的满意,是我的努力方向!
我们不仅帮您做财富管理,寻求最适合的资产配置方案。
同时,我们持续招聘理财顾问,积极帮助新人成长并实现人生价值。
致力于打造新加坡最具有积极社会影响力、知识体系最硬核的华人精英保险团队!
新加坡保险, 新加坡定期寿险, 新加坡指数型万能寿险, 新加坡终身年金险,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,新加坡家族办公室,新加坡高净值客户
MAS REP No.: SJ-300004110
Financial Advisory Manager独立理财经理
Entering the financial industry in 2018, I’ve dedicated the past six years to delivering exceptional financial services. As an independent financial advisor hailing from a family with a strong research background – one of my family members being a scientist – I have a particular focus on catering to High Net Worth clients. This unique blend of scientific insight and financial expertise equips me with a solid foundation for navigating the intricate terrain of investments, insurance, and financial planning within this specialized sector.
What truly sets me apart is my unwavering commitment to objectivity, ensuring that every financial decision places your best interests front and center, devoid of biases or concealed motives. Your success is my utmost priority, and I prioritize your financial well-being above all else. You can place your trust in my comprehensive skill set, years of experience, and a client-centered approach, all tailored to steer you toward a more secure and prosperous financial future, with a specific emphasis on serving High Net Worth clients.
作为一名拥有六年金融领域经验,并在新加坡居住已逾13年的独立理财顾问,我一直将出身科研家庭的严谨细致和客观中立融入我的工作。
立足新加坡最大的独立理财公司,专注于海内外的华人精英和企业家们,为海内外高净值客户和家族办公室客户们提供度身定制的资产配置方案。
了解每位客户的独特需求,以客户为中心是我的服务宗旨。我会替您在整个市场,比对筛选,优中选优,帮您提供最合适的方案,助您实现财务目标。无论您是寻求家族传承、子女规划、退休养老,还是投资理财,我将为您提供最专业的建议和切实可行的战略,确保您的财务目标得以实现。您的满意,是我的努力方向!
我们不仅帮您做财富管理,寻求最适合的资产配置方案。
同时,我们持续招聘理财顾问,积极帮助新人成长并实现人生价值。
致力于打造新加坡最具有积极社会影响力、知识体系最硬核的华人精英保险团队!
新加坡保险, 新加坡定期寿险, 新加坡指数型万能寿险, 新加坡终身年金险,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,新加坡家族办公室,新加坡高净值客户
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.