FINALLY!

Join the Largest IFA* Firm in Singapore To Accelerate Your Career Progression By Providing Unbiased, Independent, Cost-effective Client-First Solutions

Especially If You Feel You Are Approaching A Mid-Career Crisis

Footnote:

*Independent Financial Advisory

Ever since the onset of the global pandemic, all industries including financial advisory has had to adapt and evolve rapidly.

For example, face-to-face interaction is becoming less convenient.

Hence, financial advisers need to become digitally savvy quickly.

In this regard, Financial Alliance was an early leader in digital transformation since 2005 with the launch of iBOSS Client Management System.

After 17 years of systems development and continuous improvement, Financial Alliance released its fully integrated *ACSIS Eco-system to its financial adviser community in early 2022.

In addition, consumers are becoming increasingly sophisticated and self-educated.

Today, through the internet, they are able to directly review and evaluate financial and wealth accumulation solutions.

To this end, being the largest IFA firm in Singapore, Financial Alliance with its wide selection of financial and wealth accumulation products, is poised to meet the needs of this segment of consumers.

Footnote:

*ACSIS Eco-system – Acquire, Connect & Convert, Solution Implementation, and Servicing

What Makes Financial Alliance Different

How is an Independent Financial Advisory Firm Different From Tied Agencies and Other Financial Advisory Firms

According to Monetary Authority of Singapore’s (“MAS”) strict guidelines, FA firms can only use the term “independent” to describe itself and its services if:

It does not receive any commission or other benefit from a product provider which may create product bias and does not pay any commission to or confer other benefits upon its representatives which may create product bias.

It operates free from any direct or indirect restriction relating to any investment product which is recommended.

It operates without any conflict of interest created by any connection or association with any product provider.

Our Achievements

Established as an Independent Financial Advisory (‘IFA”) Firm 20 years ago, Financial Alliance is now Singapore’s largest IFA.

Join Us — Engage
0
Years of Excellence
0
Financial Consultants
> 0
Satisfied Clients
>$ 0 Billion
Asset Under Advice

You Will Not Walk Alone

At Financial Alliance, We Are Behind You

Unique Revenue Model

Your earnings are tied to productivity, with no sales quota tied to products.

Wealth Management Support

You have a team of experts supporting you at every stage of consultancy.

Dedicated Back Office Support

You can focus on your energy on the right things that truly matter.

With Full & Seamless Non-Face to Face Process

We empower you to serve with convenience.

Testimonials

John Dasson
Financial Alliance’s constant innovation and investment in technology increases my efficiency and enables me to focus on the areas of the business that truly require my attention. It makes building a sustainable practice much easier and it allows me to spend more time away from work, with my family, creating memories.
John Dasson
Wealth Advisory Director
AdelineYeo (2)
Career happiness means I have the autonomy to plan & align my life goals with my work goals, to enjoy what I do and make a good living at it. In addition, I’ve had the opportunity to help people to address their financial concerns and in return I’ve gained long term friendships and personal growth.
Adeline Yeo
Wealth Advisory Director
ZXY-prof-pic1-1
Financial Alliance's Wealth Management team and the robust LIME system, coupled with their Fintech applications (such as eFC, FINICA, etc), gave me unparalleled competitive edge, speeding up my ability to service clients. I have also capitalized on them to build to a team of 30. I expect to increase my team size even further.
Zhang Xue Yong
Financial Advisory Director

What makes Financial Alliance Different?

Differentiation 1:

>150 Financial and Wealth Accumulation Solutions

9

Estate Planning Partners

5

Investment Platforms

17

Life Insurance Partners

16

Bank Loan Partners

34

General Insurance Partners

69

Assets Management Companies

With our widest range of financial and wealth accumulation products, you will be able to offer your valued clients a financial plan that is:

  1. AIA Singapore Pte Ltd
  2. AXA Insurance Pte Ltd
  3. China Life Insurance (S’pore) Pte Ltd
  4. China Taiping Insurance (S’pore) Pte Ltd
  5. Etiqa Insurance Pte Ltd
  6. Friends Provident International (S’pore Branch)
  7. FWD Singapore Pte Ltd
  8. HSBC Insurance (S’pore) Pte Ltd
  9. Life Insurance Corporation (Singapore) Pte Ltd
  1. Manulife (Singapore) Pte Ltd
  2. NTUC Income Insurance Co-Operative Ltd
  3. Raffles Health Insurance Pte Ltd
  4. Singapore Life Ltd
  5. Swiss Life (S’pore) Pte Ltd
  6. Tokio Marine Life Insurance S’pore Ltd
  7. Transamerica Life (Bermuda) Ltd
  8. Utmost Worldwide Limited (S’pore Branch)
  1. Aetna Insurance (Singapore) Pte Ltd.
  2. AIG Asia Pacific Insurance Pte Ltd
  3. Allianz Global Corporate & Specialty (AGCS)
  4. Allianz Insurance Singapore Pte Ltd
  5. Allied World Assurance Company, Ltd (Singapore)
  6. AIA Singapore Pte Ltd
  7. AXA Insurance Pte Ltd
  8. Berkshire Hathaway Specialty Insurance Company
  9. China Taiping Insurance (Singapore) Pte Ltd
  10. Chubb Insurance Singapore Limited
  11. CIGNA International
  12. Delta Underwriting Pte Ltd
  13. Direct Asia Insurance (Singapore) Pte Ltd
  14. ECICS Limited
  15. EQ Insurance Company Ltd
  16. ERGO Insurance Pte Ltd
  17. Etiqa Insurance Pte Ltd
  18. Great American Insurance Company
  19. Great Eastern Life Assurance Co. Ltd
  20. Great Eastern General Insurance Limited
  21. HL Assurance Pte Ltd
  22. India International Insurance Pte Ltd
  23. Liberty Insurance Pte Ltd
  24. Lonpac Insurance Bhd
  25. MS First Capital Insurance Ltd
  26. MSIG Insurance (S’pore) Pte Ltd
  27. NTUC Income Insurance Co-Operative Ltd
  28. QBE Insurance (International) Ltd
  29. Raffles Health Insurance Pte Ltd
  30. Singapore Life Ltd
  31. Sompo Insurance Singapore Pte Ltd
  32. Tokio Marine Insurance Singapore Ltd
  33. Tokio Marine Life Singapore Ltd
  34. Zurich Insurance Co Limited

Investment Platforms

  1. Havenport Investments Pte. Ltd.
  2. iFAST Financial
  3. Navigator Investment Services Ltd
  1. Phillip Securities Pte Ltd
  2. UOB Kay Hian

 

Fund Houses

  1. Abrdn Asia Limited
  2. AllianceBernstein (Singapore) Ltd
  3. Allianz Global Investors Singapore Ltd
  4. Alquity Investment Management Limited
  5. Amundi Singapore Limited
  6. AR Capital Pte Ltd
  7. Arabesque Asset Management
  8. Aviva Investors Asia Pte Ltd
  9. AXA Investment Managers Asia (Singapore) Ltd
  10. BIMB Investment Management Bhd
  11. BlackRock (Singapore) Limited
  12. BNP Paribas Asset Management – BNPP Funds & Paribas A
  13. BNY Mellon Investment Management Singapore Pte Limited
  14. Canaccord Genuity Wealth (International) Limited
  15. Columbia Threadneedle Investments (Lux)
  16. Credit Suisse Fund Services (Luxembourg) S.A.
  17. Dimensional Fund Advisors Ltd
  18. Duxton Asset Management Pte Ltd
  19. DWS Investments S.A.
  20. Eastspring Investments (Singapore) Limited
  21. EFG Asset Management
  22. Eurizon Capital S.A.
  23. Fidelity International
  24. First Degree Global Management Pte Ltd 
  25. First Sentier Investors (Singapore)
  26. Franklin Templeton Investments
  27. Fullerton Fund Management Company Ltd
  28. Fundsmith LLP SICAV
  29. Goldman Sachs Asset Management Fund Services Limited
  30. HSBC Global Asset Management (Singapore) Limited
  31. iFAST Fund Management
  32. Invesco Asset Management Asia Limited
  33. J.P. Morgan Asset Management
  34. Janus Henderson Investors – Capital Funds SICAV
  35. Jupiter Asset Management (Asia) Pte Ltd
  36. Kotak Mahindra (UK) Limited
  37. Legg Mason Asset Management Singapore Pte Ltd
  38. Lion Global Investors Limited
  39. Man Investments Limited
  40. Manulife Asset Management (Singapore) Pte Ltd
  41. Matthews Asia Funds
  42. Maybank Asset Management Singapore Pte Ltd
  43. Mirae Asset Global Investments (Hong Kong) Ltd
  44. Momentum Global Investment Management
  45. Montreux Capital Management (UK)
  46. Natixis Investment Managers (Natixis IF Luxembourg)
  47. Neuberger Berman – Retail Funds
  48. Nikko Asset Management Asia Limited
  49. NN Investment Partners
  50. PC Asset Management Limited (FundBPO HK Ltd)
  51. PIMCO Funds: Global Investors Series plc
  52. Phillip Capital Management
  53. PineBridge Investments Singapore Limited
  54. Prime Asia Asset Management Pte Ltd
  55. Principal Asset Management (S) Pte Ltd
  56. Principal Islamic Asset Management Sdn Bhd
  57. RHB Asset Management Pte Ltd – Retail Funds
  58. Robeco
  59. Schroder Investment Management
  60. Superfund Financial (Hong Kong) Ltd
  61. Swaen Capital Pte Ltd
  62. Swiss Asia Holdings Pte Ltd
  63. UBS Asset Management (Singapore) Ltd
  64. UOB Asset Management
  65. UTI International (Singapore) Pte Ltd
  66. Value Partners Asset Management Singapore Pte Ltd
  67. Vanguard Investments Singapore Pte Ltd
  68. Wells Fargo Funds Management LLC
  69. Zeal Asset Management Limited
  1. Absolute Trust & Estate Pte Ltd
  2. Barakah Capital Planners Pte Ltd
  3. Falco Heritage Pte Ltd
  4. Kensington Trust Group
  5. Metis Global (Singapore) Pte Ltd
  6. Precepts Legacy Pte Ltd
  7. Vistra Trust (Singapore) Pte Limited
  8. Characterist LLP
  9. Chris Chong & CT Ho LLP

Differentiation 2:

Digital Transformation With Our Fully-Integrated ACSIS Eco-system

Future proof your career with a proven Eco-system to thrive in this digital era

The Digital Shift In The Financial Advisory Industry

Are You Looking to Thrive in This Digital Realm?

At Financial Alliance, we empower you as a Financial Consultant and elevate your capabilities to thrive in the digital world with the Acquire, Connect & Convert, Solution Implementation, and Servicing (ACSIS) Eco-system.

The ACSIS Eco-system is what you need to integrate Human Touch and Digital Dynamism into your professional practice.

Differentiation 3:

Advance Your Career through Our New S.T.A.R Journey Career Progression Framework

Looking to Turbocharge Your Financial Advisory Career?

Now you can with Financial Alliance’s proprietary New S.T.A.R Journey Career Progression Framework.

You will finally be able to achieve the career break through you have been looking for.

Our New Star Journey for new consultants consists of 12 specially curated modules.

Besides introducing the consultants to Financial Alliance Family, the other modules aims to give new consultants a comprehensive overview and to equip them on the use of FAPL’s ACSIS eco-systems.

The 12th and final module walks the new consultant through the entire financial planning process, connecting the dots, turning what have been taught into application.

Many experienced financial consultants from other agencies and organisations have achieved breakthroughs with Financial Alliance.

So can you.

Here’s what our financial consultants who switched to Financial Alliance are saying

Case Study #1: Ms Joey Wu, Associate Director, former tied agent for 5 years

I chose to join Financial Alliance so that I can offer a comprehensive suite of financial solutions to my clients.

When the Pandemic hit, I appreciate Financial Alliance’s robust IT systems and strong Backoffice support which allows us to conduct our business safely and effectively. The system has made applications and business transactions seamless during the pandemic.

Case Study #2: Chenise Lim, Wealth Advisory Director for over 20 years

I chose to join Financial Alliance so as to provide independent advice and tailor-made financial solutions for clients at their pace instead of chasing KPIs in the corporate world is why I chose this industry.

In Financial Alliance, she found the perfect nurturing environment to learn meaning new skills i.e. Digital Marketing.

Case Study #3: Melissa Peng, Financial Advisory Manager for over 5 years

Introverted, introspective and inexperienced, Melissa took a big leap of faith to join the financial advisory industry. Driven by her sheer will to dive deep into financial planning to benefit her family and friends, she forged a successful career for herself within a few short years.

Our company is like a big family where consultants are always willing to share their expertise with one another. This has sped up my learning curve and caused her to have breakthrough in the last 5 years. 

Ready To Accelerate Your Career Progression?

Join Financial Alliance, the Largest IFA* Firm in Singapore and take your career to new heights!

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ACKNOWLEDGEMENT

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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
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  • 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。
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  • 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.
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  • 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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