CHU C. L. TOMMY
朱 致 陇 | チュー・トミー

Associate Director, Financial Advisory Group

(MAS REP No.: CCL100038386)

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

LIFEsaving through our Private Practice and Volunteering

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.

Services

STEP 1: Spreading Awareness
STEP 2: Financial Health Check
STEP 3: Tracing the Leak
STEP 4: Understand what you REALLY HAVE
STEP 5: Taking Action
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CHU C. L. TOMMY
朱 致 陇 | チュー・トミー

MAS REP No.: CCL100038386

Associate Director, Financial Advisory Group

LIFEsaving through our Private Practice and Volunteering

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

My Services

#ChooseIndependent:

My Events

Upcoming Events

CONTACT US

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

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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

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