About Me

I started my career in insurance in 2007, at AIA Singapore Pte Ltd. Through 5 years of experience in helping individual and corporate clients manage their personal and corporate risk, I have conceptualised strategies to optimize every premium dollar assigned to the solution.In 2012, I joined Independent Financial Advisory (IFA) Firm, Financial Alliance Pte. Ltd., where I expanded my services to include Wealth Management, Estate & Legacy Planning and Corporate Risk Management.   To date, hundreds of clients and their families have engaged my services as an independent financial advisory consultant to help them with various areas of financial planning, which includes Insurance Portfolio Audit, Wealth Protection planning, Wealth Accumulation, Wealth Enhancement, and Estate Planning.

For Business Owners, my services include Business Insurance, for example, Director and Officers (D&O) Insurance, Work Injury Compensation, Employee Benefits, Product and Public Liability, and solutions like Key-man Insurance and Business Succession Planning.

I have helped arrange solutions for the following companies and non-profit organisations, in the area of corporate & personal finance, and risk management. The list includes and is not limited to the following:

  • AV Systems
  • Blockchain
  • Church
  • IT Services
  • Logistics
  • Manufacturing
  • Transport
  • Travel

 

As an independent consultant carrying a wide range of financial products and brands, I am able to help my clients by offering objective comparisons which empowers them to make informed decisions. Please refer to Business Partners to view the full range of partners that we work with. If you have any concerns in areas such as Insurance Advice, Investment, Estate Planning, Children’s Education and Retirement Planning, please feel free to engage my service.

Vision

To be the financial advisor of choice

Mission

To empower clients by helping them make informed decisions and having their best interests at heart

Core Values

  • Integrity
  • Competency
  • Client-focused
  • Forward-looking
  • Constant Improvement (Skills and Knowledge)

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek unbiased financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

Edmond Goh

With 19 years of experience in financial advisory and at just 42 years old, I bring a rare combination of industry expertise and long-term commitment. Many clients seek advisors who are not only experienced, but also available to guide them for decades to come. This is my unique advantage, offering both seasoned financial insights and long-term continuity in servicing your financial needs well into the future.

My Approach: Independent, Creative, & Future-Proof. I am constantly on the lookout for financial solutions that stand out in the crowded product space, that offer the best value for money and strategies that are customised, innovative, and effective. Whether it is estate planning, investment structuring, or retirement strategies, I don’t just offer conventional solutions. I find new ways to optimize your wealth.

Why Work With Me? – Future-Proof Advisory: I will be around for the long haul, ensuring consistency and trust in your financial journey. – Innovative & Cost-Effective Solutions: I don’t settle for average, I seek out the best financial products that deliver true value. – Comprehensive Expertise: From estate planning to wealth management, I provide a holistic approach tailored to your needs. Your financial future deserves a trusted, forward-thinking advisor. Let’s Build Your Financial Legacy and create a plan that works for you today and tomorrow.

To know more about me, please click HERE

My professional qualifications include: Associate Financial Planner (AFPCM) Certified Islamic Wealth Advisor (IWA) Associate Specialist in Estate Planning (ASEP®)

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