Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
I am Elvin Huang. Financial Advisory Manager, boasting over 10 years of invaluable experience. Specializing in guiding young professionals and parents towards early retirement, my expertise lies in simplifying intricate financial matters. From budgeting and investments to insurance and retirement planning, I bring a wealth of knowledge to tailor personalized strategies.
In recognition of the critical role in long-term financial security, I prioritize Will and Trust planning. These components not only protect assets but also ensure a well-considered legacy for future generations.
My client-centric approach is built on education, aiming to empower individuals to make informed financial decisions. I foster open communication to establish enduring relationships based on trust and transparency. Beyond the pursuit of numbers, I am committed to being a supportive partner throughout your financial journey.
Embark on a path to early retirement with confidence, as we navigate the financial landscape together. With a focus on simplicity, security, and a personalized touch, let’s make your dream of early retirement a tangible and achievable reality.
Expertise in Comprehensive Family and Personal Financial Planning
Thorough Analysis Tailored to Your Unique Requirements
Retirement Planning
Optimizing S.R.S for Maximum Benefits Integrating CPF Life into the Planning Process Creating Sustainable Passive Income for a Lifetime
General Insurance Services
Competitive Motor Quotes from Over 30 Partners Effortless Travel Quote Comparisons with a Diverse Network Value-Added Personal Accident Coverage within a Comfortable Range Specialized Solutions for Employee Benefits, Corporate Needs, Contractor All Risk, Helper, Pets, Marine Cargo, and More
Business Succession Planning
Implementing Buy-Sell Agreements for Seamless Transitions Addressing Keyman Concerns for Business Continuity
Trust Planning
Incorporating WILL and Trust into Holistic Financial Strategies Specializing in Special Needs Trust Planning
Professional Qualifications
Chartered Financial Consultant (ChFC®/S) The Institute of Banking & Finance Singapore (IBF) Advanced (Level 3)
Educational Qualifications
Bachelor of Science (BSc) in Finance, Singapore University of Social Sciences (SUSS)
Diploma in Computer Engineering, Temasek Polytechnic
Diploma in Personal Financial Planning, Singapore College of Insurance
Areas of Competence:
Securities Products & Analysis
Securities & Futures Product Knowledge
Collective Investment Schemes
Collective Investment Schemes II
Commercial General Insurance
Personal General Insurance
Certifications:
Certified Islamic Wealth Advisor
MAS REP No.: HWE300156389
Financial Advisory Manager
I am Elvin Huang. Financial Advisory Manager, boasting over 10 years of invaluable experience. Specializing in guiding young professionals and parents towards early retirement, my expertise lies in simplifying intricate financial matters. From budgeting and investments to insurance and retirement planning, I bring a wealth of knowledge to tailor personalized strategies.
In recognition of the critical role in long-term financial security, I prioritize Will and Trust planning. These components not only protect assets but also ensure a well-considered legacy for future generations.
My client-centric approach is built on education, aiming to empower individuals to make informed financial decisions. I foster open communication to establish enduring relationships based on trust and transparency. Beyond the pursuit of numbers, I am committed to being a supportive partner throughout your financial journey.
Embark on a path to early retirement with confidence, as we navigate the financial landscape together. With a focus on simplicity, security, and a personalized touch, let’s make your dream of early retirement a tangible and achievable reality.
Expertise in Comprehensive Family and Personal Financial Planning
Thorough Analysis Tailored to Your Unique Requirements
Retirement Planning
Optimizing S.R.S for Maximum Benefits Integrating CPF Life into the Planning Process Creating Sustainable Passive Income for a Lifetime
General Insurance Services
Competitive Motor Quotes from Over 30 Partners Effortless Travel Quote Comparisons with a Diverse Network Value-Added Personal Accident Coverage within a Comfortable Range Specialized Solutions for Employee Benefits, Corporate Needs, Contractor All Risk, Helper, Pets, Marine Cargo, and More
Business Succession Planning
Implementing Buy-Sell Agreements for Seamless Transitions Addressing Keyman Concerns for Business Continuity
Trust Planning
Incorporating WILL and Trust into Holistic Financial Strategies Specializing in Special Needs Trust Planning
Professional Qualifications
Chartered Financial Consultant (ChFC®/S) The Institute of Banking & Finance Singapore (IBF) Advanced (Level 3)
Educational Qualifications
Bachelor of Science (BSc) in Finance, Singapore University of Social Sciences (SUSS)
Diploma in Computer Engineering, Temasek Polytechnic
Diploma in Personal Financial Planning, Singapore College of Insurance
Areas of Competence:
Securities Products & Analysis
Securities & Futures Product Knowledge
Collective Investment Schemes
Collective Investment Schemes II
Commercial General Insurance
Personal General Insurance
Certifications:
Certified Islamic Wealth Advisor
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
By submitting this form, I confirm that
提交此表格,即表示
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
Subscribe to our newsletter to receive updates on our latest content!
Financial Alliance actively seeks skilled professionals, both experienced and aspiring, with a wide range of opportunities to showcase their expertise and grow their careers.
Invite your potential candidate to learn about the systems and tools within Financial Alliance
Join Kenny Loh, a former Engineer turned Top Financial Advisor, for a FREE webinar revealing his secrets to building a rewarding career at Financial Alliance, Singapore’s Leading IFA.
Financial Alliance offers you the way out – Flexibility, Growth, and a Financially Rewarding Career Awaits
Learn more about Financial Alliance and how we accelerate our consultant’s career in the financial advisory industry.
Explore the 7 unique key offers that Financial Alliance will help you to grow your career and business.
Have a question for us? Join our webinar to have your question answered by Mr. Tony Ong, Director of FAR Development.
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