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

My passion lies in promoting health and wellness, while my profession focuses on wealth management and protection. I strive to inspire others to lead active and healthy lifestyles by providing guidance and support. Additionally, I assist individuals and business owners in gaining clarity about their life goals, and offer strategies to help them achieve financial freedom.

Meet David Phuah, a seasoned financial adviser with over 19 years of experience in the industry. David is a certified financial planner since 2004, having completed rigorous training and continuing education requirements to earn his credentials. His expertise lies in providing comprehensive financial planning services to individuals and families, including retirement planning, investment management, estate planning, medical and health insurance.

What sets David apart is his commitment to building long-term relationships with his clients through the financial planning process. He takes the time to understand their unique needs, goals, and values, and uses that information to develop customized financial plans that align with their objectives. David believes that effective financial planning requires collaboration, trust, and transparency, and he works tirelessly to ensure that his clients are informed and empowered to make smart financial decisions.

David is looking at building long-term relationships with all his clients through his professionalism, competence, and integrity. He strives to earn his clients trust by having their best interests at heart. David’s approachable demeanor and patience make him easy to work with and a true asset to any financial planning team.

In short, if you are looking for a professional, competent, and trustworthy financial adviser who will put your needs first and work tirelessly to help you achieve your financial goals, look no further than David Phuah. He is ready and eager to help you achieve financial success. His mobile is 9765 6788 and email address is davidphuah@fapl.sg

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David Phuah is very professional and patience to explain the planning tool and the information generated from my data. I have a better understanding of my financial position and have choices when I can stop work. I feel comfortable on my financial situation and can consider other options to take as well. David provided an in-depth picture of my financial standing for my knowledge and appreciation. He also counter checks with me on other schemes and insurance plans to ensure I am sufficiently covered. And will also help me to get information on plans that I may be missing. An added value service indeed! The meeting with David met my expectations, with follow up actions next. And I would gladly recommend such financial planning meeting with him to others.

Ms Wong KP

HR

I have seen the Fintech planning software in action when David Phuah was doing our annual review of our financial plan. The output is intuitive and relatively easy to understand. During our financial planning discussion, we could test certain theories and make changes to the planning parameters. The result of these changes were calculated instantaneously with recommendations. These results can be easily interpreted with David’s explanations. It also strengthens David’s theories and clarifications since the software includes graphs in its presentation. This planning software benefits both the financial planner and customer in terms of speed of churning out the plan, and ease of interpretation of the data. I would strongly recommend anyone to engage David for a financial planning session.

Mr Chew YM

GM

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David Phuah

MAS REP No.: PEC100027899

Senior Financial Advisory Manager

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Number of Unit Trust Fund Managers
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My passion lies in promoting health and wellness, while my profession focuses on wealth management and protection. I strive to inspire others to lead active and healthy lifestyles by providing guidance and support. Additionally, I assist individuals and business owners in gaining clarity about their life goals, and offer strategies to help them achieve financial freedom.

Meet David Phuah, a seasoned financial adviser with over 19 years of experience in the industry. David is a certified financial planner since 2004, having completed rigorous training and continuing education requirements to earn his credentials. His expertise lies in providing comprehensive financial planning services to individuals and families, including retirement planning, investment management, estate planning, medical and health insurance.

What sets David apart is his commitment to building long-term relationships with his clients through the financial planning process. He takes the time to understand their unique needs, goals, and values, and uses that information to develop customized financial plans that align with their objectives. David believes that effective financial planning requires collaboration, trust, and transparency, and he works tirelessly to ensure that his clients are informed and empowered to make smart financial decisions.

David is looking at building long-term relationships with all his clients through his professionalism, competence, and integrity. He strives to earn his clients trust by having their best interests at heart. David’s approachable demeanor and patience make him easy to work with and a true asset to any financial planning team.

In short, if you are looking for a professional, competent, and trustworthy financial adviser who will put your needs first and work tirelessly to help you achieve your financial goals, look no further than David Phuah. He is ready and eager to help you achieve financial success. His mobile is 9765 6788 and email address is davidphuah@fapl.sg

  • Comprehensive financial planning
  • Retirement planning
  • Investment management
  • Medical and health insurance
  • Will, Trust and LPA
  • Keyman insurance
  • Certified Financial Planner (CFP) since 2004
  • Certified as Associate Estate Planning Practitioner (AEPP) in August 2018
  • Attended the Certificate for Family Office Advisors – Foundation in September 2021
  • Awarded by FPAS the Financial Planner award in 2019
  • Led a group of hikers to brisk walk around Singapore 150KM+ in 48 hours in March 2021
  • Led a group of hikers to brisk walk 81KM in less than 22 hours in March 2022

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6 Reasons Why Testamentary Trust is important for families with minor children
Creating a will with a testamentary trust is an essential step for young families to consider for...
Challenges face by SMEs: How to transform and excel?
...
What is an Independent Financial Adviser (IFA)?
In Singapore, an IFA refers to an “Independent Financial Adviser.” The term “IF...
Why keyman insurance is important for SMEs?
...
Why practising deep breathing with brisk walking are good for your health?
Diaphragmatic breathing, also known as belly breathing or deep breathing, is a type of breathing ...
What are the wellness habits to increase your health span?
Health span refers to the length of time a person can live in good health and without chronic dis...
What are the success habits of self made millionaires?
Self-made millionaires often share several key habits that have helped them achieve success. Here...
What Are The Best Investment Strategies For Managing Risks and Returns?
There is no one-size-fits-all investment strategy that works for everyone, as the best strategy w...
Why Working Adults Fail To Achieve Their Retirement Goals?
Working adults may fail to achieve their retirement goals for various reasons: Lack of planning: ...
Why Financial Planning Is Important For Working Adults?
Financial planning is important for working adults for several reasons: To achieve financial goal...
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  • 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
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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.
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  • 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).
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  • 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。
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  • 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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Non-advisory Products - Life Insurance

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.

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Direct Purchase Products

For those comfortable managing their own insurance needs, these are some options to purchase 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.

Chubb Personal Accident Guard

TM Protect MosBite

Singlife Digital Saver II

Singlife CareShield Standard & Plus

AIA Solitaire PA (II)