您值得信赖的独立理财顾问!

A Little about me:

Hi, I’m Jolysse. Thank you for visiting my website and I’m looking forward to getting to know you personally.

I’m an independent financial consult and strive towards helping my clients and their families to accumulate wealth and helping them grow their investment portfolios.

您好。我是宇思,您也可以叫我Jolysse。

我是一名具有8年财富管理经验的独立理财顾问,金融学&管理学双学士,先后服务过近千个私募客户,个人美股及衍生品投资最高年化收益率达366%。在信息爆炸的时代,为您用中立、专业、挑剔的眼光去选择最合适您的理财方案!

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JolysseWu 邬宇思

MAS REP No.: WY-300689924

Financial Consultant

您值得信赖的独立理财顾问!

A Little about me:

Hi, I’m Jolysse. Thank you for visiting my website and I’m looking forward to getting to know you personally.

I’m an independent financial consult and strive towards helping my clients and their families to accumulate wealth and helping them grow their investment portfolios.

您好。我是宇思,您也可以叫我Jolysse。

我是一名具有8年财富管理经验的独立理财顾问,金融学&管理学双学士,先后服务过近千个私募客户,个人美股及衍生品投资最高年化收益率达366%。在信息爆炸的时代,为您用中立、专业、挑剔的眼光去选择最合适您的理财方案!

一对一咨询,请点击

我擅长的是:证券交易、保险(重疾)规划、退休规划、基金投资建议、遗嘱以及家族信托安排、家族办公室、传承规划、高净值私人财富管理等等。

做到真正的以客户为中心,一站式,全面的独立理财规划服务。

  • Comprehensive Financial Planning
  • Investment Planning
  • Personal Life Insurance Planning
  • Retirement Planning
  • Children Education Funding
  • Estate Planning
  • Business Succession Planning
  • General Insurance Services
  • Employee Benefits Scheme
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Life insurance partners 寿险合作公司
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Investment Platform 基金交易券商平台
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Other financial products providers 其他金融机构供应商

My Services

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新加坡 | 如何用CPF账户投资Tbills?
如果你只有一分钟时间: 投资国债很简单哦。您可以使用现金、SRS 和 CPFIS 资金进行投资。 使用CPF进行...
把钱存在新加坡还是换成马币,10年后居然可以相差300K马币?!
赚马币的,10年存了120K马币。赚新币的,10年竟然攒了420K马币。这两者相差300K马币。   Hi 我是jolysse...
基金中的基金,最佳应对不确定性的工具!听听它对2024 年的投资展望
长期投资成功的关键 让我们从一些残酷的事情开始。 尽管市场在 2023 年底大幅复苏,但过去两年的表现令...
基金中的基金,最佳应对不确定性的工具!听听它对2024 年的投资展望
长期投资成功的关键 让我们从一些残酷的事情开始。 尽管市场在 2023 年底大幅复苏,但过去两年的表现令...
新加坡 | 全球人都可以做的被动收入!3种方式,让我们多搞钱~
今天又是大家最喜欢的搞钱内容!   当初我从深圳大国企裸辞来到新加坡,做自雇人士。 最大底气来自于我的...
新加坡 | 什么是家族办公室?
家族办公室是一个专业化的私人投资和财富管理实体,旨在监督家族财务和非财务事务的日常执行和管理。家...
在新加坡,如何规划孩子的教育金?
子女教育几乎是每个家庭的头等大事。随着教育花费越来越贵,父母们需要未雨绸缪,为孩子长期的教育基金...
关于新加坡公积金,你知道多少?退休金每月有多少钱?
每个人都要为自己的退休生活负责,在哪个国家都是如此。 在新加坡有公积金制度,它是集合买房、教育、医...
2024 展望 | 新加坡市场:动态资产配置
投资多种资产类别是稳定回报的好方法。但在正确的时间增持正确的资产类别会更好。 在这个不寻常的时期充...
新加坡SRS省税攻略,分分钟帮你省掉上千新币!
无论我们去哪里工作,生活。我们都需要做长期的规划。有一句话是:if you fail to plan, you are planni...
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  • 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.
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  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
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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.
  • 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。
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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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