Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
大家好,我叫杨石Gaby,是两个孩子的妈妈,也是一名独立财务顾问。照顾好自己的小家庭的同时,我希望可以帮助更多的家庭做好教育储蓄和财务规划,让孩子们可以在健康无忧的环境中长大。
我目前就职于新加坡最大独立财务顾问公司Financial Alliance。加入Financial Alliance之前,我在世界500强的保险集团后台工作了11年。之所以选择做独立财务顾问,是因为我希望可以真正代表客户利益,而非仅仅代表单一的保险公司;希望可以根据客户的需求量身定制最契合的组合方案,为客户提供保险、投资、退休规划、信托遗嘱等全方位的服务,尽可能帮助到更多的家庭做好财务管理和积累。
一站式方案:
保险、投资、信托、家族办公室、遗嘱业务
中立专业:
代表客户、公正客观、视角全面
节省时间:
不必找20个保险顾问/银行经理咨询
节省精力:
不必吸收各家产品大量信息
节省支出:
深度对比优中选优,节省10%-60%保费
需求定制:
根据需求量身定制最契合的组合方案
长期服务:
前期咨询、阶段性回顾、协助理赔全程服务
2023年公司卓越奖项 FA Quality Class – Prestige
2024年度百万圆桌会员MDRT
曾任世界500强的保险集团新加坡子公司风险团队(Risk Team)负责人,并获得公司特殊贡献奖。
MAS REP No.: YS-300657202
Senior Consultant
大家好,我叫杨石Gaby,是两个孩子的妈妈,也是一名独立财务顾问。照顾好自己的小家庭的同时,我希望可以帮助更多的家庭做好教育储蓄和财务规划,让孩子们可以在健康无忧的环境中长大。
我目前就职于新加坡最大独立财务顾问公司Financial Alliance。加入Financial Alliance之前,我在世界500强的保险集团后台工作了11年。之所以选择做独立财务顾问,是因为我希望可以真正代表客户利益,而非仅仅代表单一的保险公司;希望可以根据客户的需求量身定制最契合的组合方案,为客户提供保险、投资、退休规划、信托遗嘱等全方位的服务,尽可能帮助到更多的家庭做好财务管理和积累。
一站式方案:
保险、投资、信托、家族办公室、遗嘱业务
中立专业:
代表客户、公正客观、视角全面
节省时间:
不必找20个保险顾问/银行经理咨询
节省精力:
不必吸收各家产品大量信息
节省支出:
深度对比优中选优,节省10%-60%保费
需求定制:
根据需求量身定制最契合的组合方案
长期服务:
前期咨询、阶段性回顾、协助理赔全程服务
2023年公司卓越奖项 FA Quality Class – Prestige
2024年度百万圆桌会员MDRT
曾任世界500强的保险集团新加坡子公司风险团队(Risk Team)负责人,并获得公司特殊贡献奖。
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
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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.
TM Protect MosBite
Singlife Digital Saver II
Singlife CareShield Standard & Plus
AIA Solitaire PA (II)