ENG 中文

Sissi Goh Yan Xi

Financial Advisory Manager

(MAS REP No.: SGY300350192)
Legacy Planner/Award-winning Author/Chartered Financial Consultant®/S/Chartered Life Underwriter/Trust and Estate Practitioner/Certified Legacy Planning Associate/Certified Family Office Advisor

I am the legacy planner in Singapore and the award-winning author of the book ‘Wealth Management Isn’t Just for The Rich’.  I advise clients across the whole spectrum of wealth management.

I have experience in private wealth and investment consulting, including hedge fund analysis and wealth management. Having advised clients on a wide range of financial products and services,  my philosophy is that an individual’s real wealth encompasses both financial and psychological aspects and that everyone can enrich their lives by adopting some of the principles of the wealthy.

I graduated with a Master of Public Administration in International Finance Policy and Management, from Columbia University, in the City of New York. I am currently a member of STEP, a global professional association for practitioners who specialise in family inheritance and succession planning. I am also a Chartered Financial Consultant, Chartered Life Underwriter and Trust and Estate Practitioner.

0 +
Books & Articles Written
0 +
Talks & Events Held
Helping > 0
Valued Clients

My Services

Comprehensive Wealth Planning

My Content

Getting Started on Legacy Planning
Financial Check-In During Covid-19 (and beyond)
Creating Passive Income for the Next Generation with Tax Benefits
Investment Planning for Trustees
What is Supplementary Retirement Scheme?
Special Case on Estate Distribution

My Videos

Old Village Pu Er: Legacy Planning Over Tea with Sissi Goh
Ask Sissi: How to increase net worth? How to allocate monthly income?
Ask Sissi: Can You Manage Millions Of Dollars?
Ask Sissi: Should I get guaranteed or variable income for retirement planning?
Ask Sissi: How To Get Full Pay Even When You Fall Sick?
Ask Sissi: Do you Have What It Takes To Set Up A Trust?

Events

No data was found

My Testimonials

During my interactions with Sissi, I’ve always felt that she’s a very earnest advisor who’s extremely keen and passionate about helping others with their wealth management. There’s no doubt that she’s a professional in her field. Her adept use of excel sheets and concise explanations brought me up to speed on the various packages. She has a tenacious attitude towards ensuring her customers’ clear understanding of the terms and benefits which I found admirable. All in all, she’s a good person who’s dedicated to her work and I’m grateful for her consultation services.

Jeffrey

Research Engineer at DSO National Laboratories

Sissi is both my friend and my wealth advisor. I appreciate her frank insights in helping me making good financial decisions and she is passionate about her work. I’m happy with her service, and would recommend her to people who need to build and strengthen their financial foundation.

Hong Kiat

Civil Servant at Ministry of Finance

I have known Sissi for about a year. She struck me as a wealth management consultant with high professionalism, strong customer-centric mentality, and deep knowledge and expertise in the field. She has been helping me personally to manage my wealth where she would go above and beyond in understanding my situations and showing me the best products based on my circumstances. One example is that I had some questions regarding two investment products, Sissi made comparisons of 5 different products and showed me suitability of each product for my situation. I was thus very impressed with her recommendations. She would also put her customers first where she would make quarterly reports to every client showing them the performances of their respective investment portfolio. This shows that she cares deeply for her clients and their financial well-beings. Lastly, a key differentiation is that she also strives to constantly improve herself personally and professionally. She always finds new ways and innovative approaches to help clients. At the same time, she always strive to broaden her knowledge base by taking additional classes and workshops. I highly recommend Sissi and her service to those who are looking to grow their wealth.

David

Vice President at an Investment Bank

My Contact

Enquiry

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ENG 中文

Sissi Goh Yan Xi

MAS REP No.: SGY300350192

Financial Advisory Manager

Legacy Planner/Award-winning Author/Chartered Financial Consultant®/S/Chartered Life Underwriter/Trust and Estate Practitioner/Certified Legacy Planning Associate/Certified Family Office Advisor

I am the legacy planner in Singapore and the award-winning author of the book ‘Wealth Management Isn’t Just for The Rich’.  I advise clients across the whole spectrum of wealth management.

I have experience in private wealth and investment consulting, including hedge fund analysis and wealth management. Having advised clients on a wide range of financial products and services,  my philosophy is that an individual’s real wealth encompasses both financial and psychological aspects and that everyone can enrich their lives by adopting some of the principles of the wealthy.

I graduated with a Master of Public Administration in International Finance Policy and Management, from Columbia University, in the City of New York. I am currently a member of STEP, a global professional association for practitioners who specialise in family inheritance and succession planning. I am also a Chartered Financial Consultant, Chartered Life Underwriter and Trust and Estate Practitioner.

0 +
Books & Articles Written
0 +
Talks & Events Held
Helping > 0
Valued Clients

My Services

Comprehensive Wealth Planning

My Content

Getting Started on Legacy Planning
http://https://tigerhall.com/…/getting-started-on-legacy-planning There’s an abundance of f...
Financial Check-In During Covid-19 (and beyond)
I have been practicing social distancing before it became a phrase. During this time, I have look...
Creating Passive Income for the Next Generation with Tax Benefits
Mr. A is a businessman who makes SGD1 million per year. After selling one of his companies, he ha...

My Videos

Old Village Pu Er: Legacy Planning Over Tea with Sissi Goh
Ask Sissi: How to increase net worth? How to allocate monthly income?
Ask Sissi: Can You Manage Millions Of Dollars?

My Event

No data was found

Testimonials

During my interactions with Sissi, I’ve always felt that she’s a very earnest advisor who’s extremely keen and passionate about helping others with their wealth management. There’s no doubt that she’s a professional in her field. Her adept use of excel sheets and concise explanations brought me up to speed on the various packages. She has a tenacious attitude towards ensuring her customers’ clear understanding of the terms and benefits which I found admirable. All in all, she’s a good person who’s dedicated to her work and I’m grateful for her consultation services.

Jeffrey

Research Engineer at DSO National Laboratories

Sissi is both my friend and my wealth advisor. I appreciate her frank insights in helping me making good financial decisions and she is passionate about her work. I’m happy with her service, and would recommend her to people who need to build and strengthen their financial foundation.

Hong Kiat

Civil Servant at Ministry of Finance

I have known Sissi for about a year. She struck me as a wealth management consultant with high professionalism, strong customer-centric mentality, and deep knowledge and expertise in the field. She has been helping me personally to manage my wealth where she would go above and beyond in understanding my situations and showing me the best products based on my circumstances. One example is that I had some questions regarding two investment products, Sissi made comparisons of 5 different products and showed me suitability of each product for my situation. I was thus very impressed with her recommendations. She would also put her customers first where she would make quarterly reports to every client showing them the performances of their respective investment portfolio. This shows that she cares deeply for her clients and their financial well-beings. Lastly, a key differentiation is that she also strives to constantly improve herself personally and professionally. She always finds new ways and innovative approaches to help clients. At the same time, she always strive to broaden her knowledge base by taking additional classes and workshops. I highly recommend Sissi and her service to those who are looking to grow their wealth.

David

Vice President at an Investment Bank

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  • 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
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  • 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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