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

Your trusted companion in your financial planning journey

Eileen grew up inspired by how her parents saved bit by bit, albeit with very little resources, to work towards a comfortable life and future for the family. Taking the first step in financial planning is really so crucial and yet also a very simple decision!

 

Today, with the same passion, she works with many busy working professionals to get them started on their financial planning journey. She has come to know many of them are aware they should plan, but have no time to sort out all the confusing technical jargons and improper sales tactics, and hence are looking for someone honest and trustworthy to simplify the journey with them. She maintains honesty in every financial plan she recommends, making sure they are always in her clients’ best interest and keeps the recommendations easy to understand and exciting to follow.

 

In so doing, she treasures the trust her clients place in her and keeps in close contact with them. In the last ten over years, she has become a friend and close companion to her clients, journeying through different phases of life with them and suitably advising on their financials needs along the way.

 

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Being exposed to different companies, with the training and expertise of her parent company, Eileen could advise me, based on my needs, on the ‘best’ accident insurance policy, ‘best’ critical illness policy, ‘best’ investment portfolio, ‘best’ shield policy etc, from a basket of insurers. I covered my bases because #kiasu, and honestly, I find it hard to keep track of what I have, given that I have products from different companies. While she may not sell products from every insurer (it’s their loss for limiting sales to only their own advisors), she did save me the time and effort of comparing, keeping track, making queries and making claims to those she has access to. I don’t know what I’d do without my trusty financial advisor.

Lim Hui Zhen

Chiropractor

Eileen has been my FA since I first started working. It was a different person initially. She took over when the person left after 3 years. She is from an independent financial advisory so she has access to a greater suite of products. More options which I value. But this does mean that you may not get some of the individual’s companies best product. But those may not be necessary or the objective can be met via diff means. She is also very responsive and very clear and is able to explain things in very basic terms for noobs like me and my wife. My wife had her former JC mate do her insurance (a couple). From Great Eastern. Warm initially but after that went cold and difficult to reach. So my wife also moved some of her coverage to Eileen. Eileen now does the financial planning for my two kids. Mainly health and hospitalisation, life, and savings for their studies.

Jamal

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Lim Yi Suan Eileen

MAS REP No.: LYS100065889

Senior Financial Advisory Manager

> 0 Years
Simplifying the financial planning journey
> 0 Clients
Steadfast in serving
Your trusted companion in your financial planning journey

Eileen grew up inspired by how her parents saved bit by bit, albeit with very little resources, to work towards a comfortable life and future for the family. Taking the first step in financial planning is really so crucial and yet also a very simple decision!

 

Today, with the same passion, she works with many busy working professionals to get them started on their financial planning journey. She has come to know many of them are aware they should plan, but have no time to sort out all the confusing technical jargons and improper sales tactics, and hence are looking for someone honest and trustworthy to simplify the journey with them. She maintains honesty in every financial plan she recommends, making sure they are always in her clients’ best interest and keeps the recommendations easy to understand and exciting to follow.

 

In so doing, she treasures the trust her clients place in her and keeps in close contact with them. In the last ten over years, she has become a friend and close companion to her clients, journeying through different phases of life with them and suitably advising on their financials needs along the way.

 

Eileen enjoys working with busy professionals who are:

– responsible and driven in their career paths and hence wants to save time and money and/or

– mature and heavily devoted to family commitment and hence needs to maximize their resources.

 

She seeks to provide advice to them by following this process:

1) Understanding their circumstances and priorities efficiently yet thoroughly

2) Creating a customized financial roadmap with suitable recommendations using her expertise

3) Regularly monitoring the progress towards their goals

 

Clients can rest assure in her capability to customise their financial planning strategy in their best interest. She has utmost pride in doing that and so keeping to this faith, throughout her practice, she has stayed in a Financial Advisory setup that gives her access to multiple products and services from multiple companies and she constantly keeps herself updated with product/industry changes.

Whilst doing this, she always aims to save time for her clients while forming a smart strategy to hit their desired financial goals.

MDRT – Member

 

2022 – Financial Alliance Quality Class (Prestige Class)

2021 – Financial Alliance Quality Class (Prestige Class)

2020  – Financial Alliance Quality Class (Merit Class)

 

Experience

Jan 2020 to Present

– Senior Financial Advisory Manager at Financial Alliance Pte Ltd

Oct 2008 to Dec 2019

– Senior Financial Services Consultant at Professional Investment Advisory Services Pte Ltd

 

Professional Certification

– Certified Financial Planner (CFP) by Financial Planning Association of Singapore (FPAS)

 

 

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

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  • 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。
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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
  • 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
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  • 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。
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  • 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。
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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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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.

Insurance Plan

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

Singlife Cancer Cover Plus II

TM Protect MosBite

Singlife Digital Saver II

AIA Solitaire PA (II)

Singlife CareShield Standard & Plus