
Hoan Poh Huat Francis
Financial Advisory Director
I strongly believe that your success as a financial consultant is guaranteed if you continue to utilize the traditional method of generating leads by referrals. Using that to reach out to the older generation allows for you to build another pipeline for generating new leads using modern digital marketing methods to reach out to the younger generation.
I will share my own financial advisory career experience of building a small higher value client base over time. Achieving this helps you to give each of your clients sufficient care and attention while making sure you still enjoy quality of life.
I help all of my consultants in case opening for retirement and investment planning by conducting webinars on Investment 101 and CPF Life Talk. Moreover, I will show how you can use insurance portfolio optimization to open cases effectively by leveraging the products offered by 17 Life Insurance company we carry. My consultants can reach out to their corporate clients to offer such financial talks and services to generate leads. On top of that, I will reveal to you how you can help your clients accumulate and grow their wealth while creating another stream of recurring income for you. This, again, is unique to us having 70 mutual fund managers spread over 5 mutual fund platforms.
For the record, I helped 5 consultants achieve MDRT. One was a migrated consultant from another FA firm. 7 years in that FA firm, he did not qualify MDRT. Upon moving over to work with me, he and his partner achieved MDRT in 6 months.
Book your slot now to have a Career Discovery Chat with me! Yes, there is no obligation to do so!
Click here to book a 30min career discovery zoom chat slot now!
Helping young, mid-career, experience insurance and banking professionals start or move to a truly client-centric financial advisory platform to service your friends and clients.
I have designed an integrated SuperStar Financial Consultant Training Program to start and build a sustainable & successful career.
Integrated SuperStar FCT Program Includes:
- 3 Core Skills
- Skills; Hard & Soft
- Product Range
- Activities
- Hard skills is a 12 module e-learning package
- Soft skills includes
- A 2 month, weekly financial advisory (on-the-job) training
- After 2 months, there will be weekly team discussion on
- Unique selling proposition and positioning of star products
- Case review and analysis to improve consultant-client experience
- Product range teaches you how to utilize the 17 insurance life companies, 33 General Insurance companies, 5 investment platforms, 70 fund houses, 16 banks & financial institutions, and 9 estate planning companies we carry to do comprehensive financial planning for clients and build a viable long-term career in financial advisory
- Activities will train you to use proprietary leads and activity tracking tools of Financial Alliance & Praxis Group to help you be more productive day-to-day
- Weekly activity review and analysis to improve productivity
- 35 years of experience in the financial advisory industry
- 17 1/2 years doing personal sales
- Qualified for AIA Million Dollar Club and 50 Lives club in 1987 (first year in AIA)
- Maintained LIMRA persistency of 90% throughout the 17 years
- Qualified career agent for 17 years running
- April 2005 till present- managing my team of financial consultants
- Joined Financial Alliance in 2005 as Team manager
- Promoted to Financial Advisory Director in 2010
- Assisted a consultant promote to Associate Director
- Assisted an Associate Director promote to Financial Advisory Director in the shortest time in Financial Alliance
- 43% growth in revenue for 2021
- Assisted 5 consultants to achieve MDRT since 2005
Quick Insurance Comparison
My Testimonials

Skye Chua
Client

Devi
Financial Consultant

Meena V
Financial Consultant

Edmond Goh
Financial Consultant

How Kam Kuen
Client

Norman Ngai
Financial Consultant

Jonathan Low
Staff

Lim Liong Gei (LG)
Client
I strongly believe that your success as a financial consultant is guaranteed if you continue to utilize the traditional method of generating leads by referrals. Using that to reach out to the older generation allows for you to build another pipeline for generating new leads using modern digital marketing methods to reach out to the younger generation.
I will share my own financial advisory career experience of building a small higher value client base over time. Achieving this helps you to give each of your clients sufficient care and attention while making sure you still enjoy quality of life.
I help all of my consultants in case opening for retirement and investment planning by conducting webinars on Investment 101 and CPF Life Talk. Moreover, I will show how you can use insurance portfolio optimization to open cases effectively by leveraging the products offered by 17 Life Insurance company we carry. My consultants can reach out to their corporate clients to offer such financial talks and services to generate leads. On top of that, I will reveal to you how you can help your clients accumulate and grow their wealth while creating another stream of recurring income for you. This, again, is unique to us having 70 mutual fund managers spread over 5 mutual fund platforms.
For the record, I helped 5 consultants achieve MDRT. One was a migrated consultant from another FA firm. 7 years in that FA firm, he did not qualify MDRT. Upon moving over to work with me, he and his partner achieved MDRT in 6 months.
Book your slot now to have a Career Discovery Chat with me! Yes, there is no obligation to do so!
Click here to book a 30min career discovery zoom chat slot now!
Helping young, mid-career, experience insurance and banking professionals start or move to a truly client-centric financial advisory platform to service your friends and clients.
I have designed an integrated SuperStar Financial Consultant Training Program to start and build a sustainable & successful career.
Integrated SuperStar FCT Program Includes:
- 3 Core Skills
- Skills; Hard & Soft
- Product Range
- Activities
- Hard skills is a 12 module e-learning package
- Soft skills includes
- A 2 month, weekly financial advisory (on-the-job) training
- After 2 months, there will be weekly team discussion on
- Unique selling proposition and positioning of star products
- Case review and analysis to improve consultant-client experience
- Product range teaches you how to utilize the 17 insurance life companies, 33 General Insurance companies, 5 investment platforms, 70 fund houses, 16 banks & financial institutions, and 9 estate planning companies we carry to do comprehensive financial planning for clients and build a viable long-term career in financial advisory
- Activities will train you to use proprietary leads and activity tracking tools of Financial Alliance & Praxis Group to help you be more productive day-to-day
- Weekly activity review and analysis to improve productivity
- 35 years of experience in the financial advisory industry
- 17 1/2 years doing personal sales
- Qualified for AIA Million Dollar Club and 50 Lives club in 1987 (first year in AIA)
- Maintained LIMRA persistency of 90% throughout the 17 years
- Qualified career agent for 17 years running
- April 2005 till present- managing my team of financial consultants
- Joined Financial Alliance in 2005 as Team manager
- Promoted to Financial Advisory Director in 2010
- Assisted a consultant promote to Associate Director
- Assisted an Associate Director promote to Financial Advisory Director in the shortest time in Financial Alliance
- 43% growth in revenue for 2021
- Assisted 5 consultants to achieve MDRT since 2005
Testimonials

Skye Chua
Client

Devi
Financial Consultant

Meena V
Financial Consultant

Edmond Goh
Financial Consultant
How Kam Kuen
Client

Norman Ngai
Financial Consultant

Jonathan Low
Staff

Lim Liong Gei (LG)
Client

CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
Contact Me
ACKNOWLEDGEMENT
By submitting this form, I confirm that
提交此表格,即表示
- I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
- 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。
- 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
- 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
- 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.
- 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。
- 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).
- 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
- 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。
- It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
- 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
- It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
- 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。
- These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
- 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
- This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
- 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
- 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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