丁翊洵 / Isabelle Ding

Financial Advisory Manager

(MAS REP No.: DYX300207010)
成长之路 The journey of becoming

“对我来说,‘成为’不是单纯地到达某个目的地或者实现某个目标。我更把它看作是一种不断前进的成长方式,一种持续追求更好自我的过程。这段旅程没有终点。”   – 米歇尔 奥巴马 《成为》

“For me, becoming isn’t about arriving somewhere or achieving a certain aim. I see it instead as forward motion, a means of evolving, a way to reach continuously toward a better self. The journey doesn’t end.”  – Michelle Obama <Becoming>   

 

关于我 About Me

  • 来自中国苏州 / From Suzhou, China
  • 鑫盟理财独立理财顾问, 2023至今/ Financial Advisory Manager, Financial Alliance Pte Ltd, 2023-present
  • 新加坡友邦保险财务服务顾问, 2013-2023/ Financial Services Consultant, AIA Singapore, 2013-2023
  • 注册国际金融理财师, 2023 / Certified Financial Planner, 2023
  • 英国商科硕士学位, 2003/ MA International Business, UK, 2003
  • 苏州大学国际贸易学士学位, 2002 / Bachelor Degree in International Trade, Soochow University, Suzhou China 2002
  • 曾经就职公司, 2002-2012:Metro Singapore <- Woleco Hotel Supplies Singapore <- 宝时得(科技)中国苏州 <- 中国银行苏州园区支行 <- 巴黎欧莱雅苏州园区 / Once worked at, 2002-2012:  Metro Singapore <- Woleco Hotel Supplies Singapore <- POSITEC Technology China Suzhou <- Bank of China Suzhou <- LOREAL Suzhou

 

回顾过去20多年里的工作经历,每一段都非常可贵,也造就了现在的我。保险理财行业,是我至今从业时间最久的行业。在新加坡友邦的10年期间,我经历过最初三年保险新人的痛苦挣扎期,无数次被拒绝的陌生拜访和路演,让我留下过很多汗水和眼泪。最终,我的长期努力和坚持,获得了顾客的信任和支持,也正是因为每一份附上郑重签名的白纸黑字,都是一份长远的承诺,鼓励着我继续勇往直前。

LOOKING BACK at over 20 years of my work experience, each phase has been incredibly valuable and shaped who I am today. The insurance and financial planning industry is the one I’ve worked in the longest. During my ten years at AIA Singapore, I struggled through the first three years as a newcomer, facing countless rejections during cold calls and roadshows, with sweat and tears. My perseverance earned the trust and support of my clients. Every signed document represents a long-term commitment, motivating me to keep moving forward.

2023年4月,我取得了国际金融理财师的资格证书,12月我告别新加坡友邦,加入新加坡最大的独立理财公司,成为一名独立理财顾问。我作出这个决定的初衷,就是想更好地运用我深耕10年的保险理财行业的经验,在更大的平台上,为更多有需要的人们服务。独立理财公司有着更广大的保险、投资合作平台,从而能够让我真正做到从顾客需求出发,提供更中立、更全方位的理财方案,这点跟我的长期职业愿景相符。我深知,独立理财顾问的路,前期需要付出更多的努力,而我也正在接受着挑战,并且愿意为之奋斗终身。

IN APRIL 2023, I obtained the Certified Financial Planner (CFP) certification, and in December, I left AIA Singapore to join Financial Alliance, Singapore’s largest independent financial advisory firm, becoming an independent financial advisor representative. This decision was driven by my desire to use my decade of experience to help more people on a larger platform. An independent financial advisory firm offers a broader range of insurance and investment partnerships, allowing me to provide more neutral and comprehensive financial planning solutions, aligning with my long-term career vision. I understand that the path of an independent financial advisor requires more effort initially, and I am ready to embrace this challenge and strive for it for a lifetime.

作为一名职业女性,同时也是两个孩子的母亲,我深知每一位女性的“超能力”,都源于她们对工作和家庭的全心付出。我特别希望能为职业女性和母亲们提供最大的帮助和支持,共同分享生活中独特的喜怒哀乐。我也希望通过我十多年的财务规划实战经验,帮助职业女性和母亲们,实现个人和家庭的财务目标。财务目标无关乎大小,重点是能够早日开启并享受这趟健康而快乐的财务规划之旅。

AS A CAREER WOMAN AND ALSO A MOTHER OF TWO CHILDREN, I understand that every woman’s “superpower” comes from wholehearted dedication to both her work and her family. I specially hope to provide my greatest help and support to career woman and mothers, and to share the unique joys and sorrows of lives with each others. I also hope that through my decade of practical experience in financial planning, I can help career woman and mothers achieve their personal and family financial goals. Financial goals are not about their size but about starting and enjoying this healthy and joyful financial planning journey as early as possible.

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丁翊洵 / Isabelle Ding

MAS REP No.: DYX300207010

Financial Advisory Manager

成长之路 The journey of becoming

“对我来说,‘成为’不是单纯地到达某个目的地或者实现某个目标。我更把它看作是一种不断前进的成长方式,一种持续追求更好自我的过程。这段旅程没有终点。”   – 米歇尔 奥巴马 《成为》

“For me, becoming isn’t about arriving somewhere or achieving a certain aim. I see it instead as forward motion, a means of evolving, a way to reach continuously toward a better self. The journey doesn’t end.”  – Michelle Obama <Becoming>   

 

关于我 About Me

  • 来自中国苏州 / From Suzhou, China
  • 鑫盟理财独立理财顾问, 2023至今/ Financial Advisory Manager, Financial Alliance Pte Ltd, 2023-present
  • 新加坡友邦保险财务服务顾问, 2013-2023/ Financial Services Consultant, AIA Singapore, 2013-2023
  • 注册国际金融理财师, 2023 / Certified Financial Planner, 2023
  • 英国商科硕士学位, 2003/ MA International Business, UK, 2003
  • 苏州大学国际贸易学士学位, 2002 / Bachelor Degree in International Trade, Soochow University, Suzhou China 2002
  • 曾经就职公司, 2002-2012:Metro Singapore <- Woleco Hotel Supplies Singapore <- 宝时得(科技)中国苏州 <- 中国银行苏州园区支行 <- 巴黎欧莱雅苏州园区 / Once worked at, 2002-2012:  Metro Singapore <- Woleco Hotel Supplies Singapore <- POSITEC Technology China Suzhou <- Bank of China Suzhou <- LOREAL Suzhou

 

回顾过去20多年里的工作经历,每一段都非常可贵,也造就了现在的我。保险理财行业,是我至今从业时间最久的行业。在新加坡友邦的10年期间,我经历过最初三年保险新人的痛苦挣扎期,无数次被拒绝的陌生拜访和路演,让我留下过很多汗水和眼泪。最终,我的长期努力和坚持,获得了顾客的信任和支持,也正是因为每一份附上郑重签名的白纸黑字,都是一份长远的承诺,鼓励着我继续勇往直前。

LOOKING BACK at over 20 years of my work experience, each phase has been incredibly valuable and shaped who I am today. The insurance and financial planning industry is the one I’ve worked in the longest. During my ten years at AIA Singapore, I struggled through the first three years as a newcomer, facing countless rejections during cold calls and roadshows, with sweat and tears. My perseverance earned the trust and support of my clients. Every signed document represents a long-term commitment, motivating me to keep moving forward.

2023年4月,我取得了国际金融理财师的资格证书,12月我告别新加坡友邦,加入新加坡最大的独立理财公司,成为一名独立理财顾问。我作出这个决定的初衷,就是想更好地运用我深耕10年的保险理财行业的经验,在更大的平台上,为更多有需要的人们服务。独立理财公司有着更广大的保险、投资合作平台,从而能够让我真正做到从顾客需求出发,提供更中立、更全方位的理财方案,这点跟我的长期职业愿景相符。我深知,独立理财顾问的路,前期需要付出更多的努力,而我也正在接受着挑战,并且愿意为之奋斗终身。

IN APRIL 2023, I obtained the Certified Financial Planner (CFP) certification, and in December, I left AIA Singapore to join Financial Alliance, Singapore’s largest independent financial advisory firm, becoming an independent financial advisor representative. This decision was driven by my desire to use my decade of experience to help more people on a larger platform. An independent financial advisory firm offers a broader range of insurance and investment partnerships, allowing me to provide more neutral and comprehensive financial planning solutions, aligning with my long-term career vision. I understand that the path of an independent financial advisor requires more effort initially, and I am ready to embrace this challenge and strive for it for a lifetime.

作为一名职业女性,同时也是两个孩子的母亲,我深知每一位女性的“超能力”,都源于她们对工作和家庭的全心付出。我特别希望能为职业女性和母亲们提供最大的帮助和支持,共同分享生活中独特的喜怒哀乐。我也希望通过我十多年的财务规划实战经验,帮助职业女性和母亲们,实现个人和家庭的财务目标。财务目标无关乎大小,重点是能够早日开启并享受这趟健康而快乐的财务规划之旅。

AS A CAREER WOMAN AND ALSO A MOTHER OF TWO CHILDREN, I understand that every woman’s “superpower” comes from wholehearted dedication to both her work and her family. I specially hope to provide my greatest help and support to career woman and mothers, and to share the unique joys and sorrows of lives with each others. I also hope that through my decade of practical experience in financial planning, I can help career woman and mothers achieve their personal and family financial goals. Financial goals are not about their size but about starting and enjoying this healthy and joyful financial planning journey as early as possible.

新加坡保险理财一站式服务 Singapore One-Stop Insurance and Financial Planning Services

       1.  财富保障 Wealth Protection

          – 意外和住院医疗保险 / Accident and Hospitalization Medical Insurance

          – 人寿和重疾保险 / Life and Critical Illness Insurance

          – 长期看护保险 / Long Term Care Insurance

          – 财产保险 / Personal and Commercial Insurance

       2.  财富累积 Wealth Accumulation

          – 儿童教育储蓄规划 / Child Education Planning

          – 退休收入规划 / Retirement Planning

       3.  财富传承 Wealth Distribution

          – 受益人指定 / Nomination 

          – 遗嘱和信托 / Will and Trust

          – 永久授权书和预先医疗指示 / LPA and AMD

– 2021 百万圆桌会员 MDRT 

– 2023 国际金融理财师 Certified Financial Planner

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什么是索赔补偿(Claim Recovery)?
目前,超过70%的新加坡居民,都拥有一份个人综合健保计划(IP),主要用于住院医疗费用保障。 而作为受...
CPF 问答
CPF(中央公积金)是新加坡社会保障体系的关键支柱。其中一个重要的组成部分是CPF LIFE(公积金终身入息...
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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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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/.

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