Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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)
MAS REP No.: LYS100065889
Senior Financial Advisory Manager
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)
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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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.
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