Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Since young, the dream of being a medical doctor has always been in my heart and following closely to my Secondary School mottoes – Courtesy, Righteousness, Integrity, Sense of Shame, Loyalty, Filial Piety, Humanity and Love, that mould my principles and attitude in life. However, life was endless challenge to me. Starting from my late elder brother going through 9 yrs of kidney failure then passing on at age or 30, then my beloved late maternal grandmother who struggled through 20 tormenting years of renal dialysis. In between was my mother who suffered 2 episodes of cancer and father’s business gotten into severe problems. Just like what the wise man’s words, if it did not kill you, it only make you stronger – exactly how I reminded myself to stay positive and engrained in myself that Integrity and Humanity are important aspects I hold tightly in my life along with other 6 values.
Initially, I was an Engineer in a Japanese Company and then after 13 months, I started my career in Financial Services with the objective of being a Financial Planner, instead of just being an Insurance Sales Agent.
I finally got my chance to walk away from the Insurance Industry when I was licensed by MAS to be a Financial Adviser Representative with Financial Alliance, Singapore’s largest Independent Financial Adviser (“IFA”). Now, I can truly render unbiased and genuine financial advice to my clients, friends and their loved ones.
In 2007, I met my mentor. He taught me what is true and genuine Client-Centric Financial Planning. I spent almost 7 years mastering this approach. With my wonderful mentor, I finally learned to be who I have always wanted to be – a Client-Centric Financial Planner.
“Sincere”, “Genuine”, “Honest” and “Helpful” are the common feedback I get from my friends after they have met up with me and later, engage my services to assist them in their Financial Well Being.
With the support of Singapore’s largest IFA Firm, I am able to provide the most comprehensive Financial Services catered to the needs of today’s consumers.
We work with Banks, Insurance Product Manufacturers, Wills & Trusts Companies, Fund Managers and Investment Platforms to address your various concerns throughout your life journey.
We do not replace your lawyer, accountant or anyone else. Instead, we work with them and ensure proper integration of your financial plans.
For a NON-Obligatory Exploratory Discussion (ED), do contact me at tc90056479@yahoo.com.sg.
01. Client-Centric Financial Planning
以客户为中心的财务规划 | クライアント中心の財務計画
02. Fee-Based Financial Advisory
收费式财务咨询 | 手数料ベースの財務アドバイザリー
03. Personal / Private / Individual Financial Advisory Services
个人财务规划咨询服务 | 個人的財務アドバイザリーサービス
04. Comprehensive Medical Planning
全面性医疗策划 | 包括的な医療計画
A. Hospitalisation & Surgical Expenses
住院和手术费用 | 入院と外科費用
B. Critical Illness (Early ~ Advanced Stage)
轻疾至重疾各阶段 | 重要な病気 (初期~最終段階)
C. Disability Income
残疾收入 | 障害所得
D. Personal Accident
意外伤害 | 個人的な事故
E. Long Term Care
长期医护 | 長期医療
05. Grow Your Wealth
财富管理 | 富増
> Financial Independence
经济独立资源管理 | 財政的自立
> Retirement
退休 | 退職
> Tertiary Education Fund
高等教育费用 | 高等教育
> Investment
投资理财 | 投資
06. Create My Legacy
遗产| 遺産
> Wills Planning
遗嘱 | 遺言状
> Trusts Planning
信托 | 信託
07. General Insurance
其他保险 | 損害保険
A. Travel Protection Cover
旅游保险 | 旅行保険
B. Private Car Insurance
汽车保险 | 自動車保険
C. Home Content Cover
家居保险
08. Corporate / Commercial Financial Advisory Services
企业财务规划 | 企業財務計画
A. Employee Benefit
员工团保
B. Commercial Property Risk Management
商业资产保
C. Business Continuation
业务持续保
D. Keyman Protection
公司重点员工保险
E. Work Injury Compensation
工伤保险
F. Corporate Travel Protection
公司旅游保险
PERSONAL PASSION
01. SCDF-CDAU Special Award
02. SCDF Pride and Care Award
03. SRFAC Chief Instructor
A. Basic Cardiac Life Support
B. CPR & AED
C. Standard First Aid
04. Pre-Hospital Emergency Care
A. Trauma Management
B. Medical Condition Management
C. Emergency Child Birth
05. Advance Certificate in Learning and Perfomance (ACLP)
06. Enneagram
07.
WORK PASSION
01. Certified Financial Planner (CFP)
02. Associate Estate Planning Practitioner (AEPP)
03. Associate Financial Consultant (AFC)
04. Certified Islamic Wealth Advisor (CIWA)
05. FAPL Quality Class Awards – Merit, Prestige
06. FAPL Overseas Business Convention
MAS REP No.: CCL100038386
Associate Director, Financial Advisory Group
Since young, the dream of being a medical doctor has always been in my heart and following closely to my Secondary School mottoes – Courtesy, Righteousness, Integrity, Sense of Shame, Loyalty, Filial Piety, Humanity and Love, that mould my principles and attitude in life. However, life was endless challenge to me. Starting from my late elder brother going through 9 yrs of kidney failure then passing on at age or 30, then my beloved late maternal grandmother who struggled through 20 tormenting years of renal dialysis. In between was my mother who suffered 2 episodes of cancer and father’s business gotten into severe problems. Just like what the wise man’s words, if it did not kill you, it only make you stronger – exactly how I reminded myself to stay positive and engrained in myself that Integrity and Humanity are important aspects I hold tightly in my life along with other 6 values.
Initially, I was an Engineer in a Japanese Company and then after 13 months, I started my career in Financial Services with the objective of being a Financial Planner, instead of just being an Insurance Sales Agent.
I finally got my chance to walk away from the Insurance Industry when I was licensed by MAS to be a Financial Adviser Representative with Financial Alliance, Singapore’s largest Independent Financial Adviser (“IFA”). Now, I can truly render unbiased and genuine financial advice to my clients, friends and their loved ones.
In 2007, I met my mentor. He taught me what is true and genuine Client-Centric Financial Planning. I spent almost 7 years mastering this approach. With my wonderful mentor, I finally learned to be who I have always wanted to be – a Client-Centric Financial Planner.
“Sincere”, “Genuine”, “Honest” and “Helpful” are the common feedback I get from my friends after they have met up with me and later, engage my services to assist them in their Financial Well Being.
With the support of Singapore’s largest IFA Firm, I am able to provide the most comprehensive Financial Services catered to the needs of today’s consumers.
We work with Banks, Insurance Product Manufacturers, Wills & Trusts Companies, Fund Managers and Investment Platforms to address your various concerns throughout your life journey.
We do not replace your lawyer, accountant or anyone else. Instead, we work with them and ensure proper integration of your financial plans.
For a NON-Obligatory Exploratory Discussion (ED), do contact me at tc90056479@yahoo.com.sg.
01. Client-Centric Financial Planning
以客户为中心的财务规划 | クライアント中心の財務計画
02. Fee-Based Financial Advisory
收费式财务咨询 | 手数料ベースの財務アドバイザリー
03. Personal / Private / Individual Financial Advisory Services
个人财务规划咨询服务 | 個人的財務アドバイザリーサービス
04. Comprehensive Medical Planning
全面性医疗策划 | 包括的な医療計画
A. Hospitalisation & Surgical Expenses
住院和手术费用 | 入院と外科費用
B. Critical Illness (Early ~ Advanced Stage)
轻疾至重疾各阶段 | 重要な病気 (初期~最終段階)
C. Disability Income
残疾收入 | 障害所得
D. Personal Accident
意外伤害 | 個人的な事故
E. Long Term Care
长期医护 | 長期医療
05. Grow Your Wealth
财富管理 | 富増
> Financial Independence
经济独立资源管理 | 財政的自立
> Retirement
退休 | 退職
> Tertiary Education Fund
高等教育费用 | 高等教育
> Investment
投资理财 | 投資
06. Create My Legacy
遗产| 遺産
> Wills Planning
遗嘱 | 遺言状
> Trusts Planning
信托 | 信託
07. General Insurance
其他保险 | 損害保険
A. Travel Protection Cover
旅游保险 | 旅行保険
B. Private Car Insurance
汽车保险 | 自動車保険
C. Home Content Cover
家居保险
08. Corporate / Commercial Financial Advisory Services
企业财务规划 | 企業財務計画
A. Employee Benefit
员工团保
B. Commercial Property Risk Management
商业资产保
C. Business Continuation
业务持续保
D. Keyman Protection
公司重点员工保险
E. Work Injury Compensation
工伤保险
F. Corporate Travel Protection
公司旅游保险
PERSONAL PASSION
01. SCDF-CDAU Special Award
02. SCDF Pride and Care Award
03. SRFAC Chief Instructor
A. Basic Cardiac Life Support
B. CPR & AED
C. Standard First Aid
04. Pre-Hospital Emergency Care
A. Trauma Management
B. Medical Condition Management
C. Emergency Child Birth
05. Advance Certificate in Learning and Perfomance (ACLP)
06. Enneagram
07.
WORK PASSION
01. Certified Financial Planner (CFP)
02. Associate Estate Planning Practitioner (AEPP)
03. Associate Financial Consultant (AFC)
04. Certified Islamic Wealth Advisor (CIWA)
05. FAPL Quality Class Awards – Merit, Prestige
06. FAPL Overseas Business Convention
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.