MAS REP NO. GJ-300514260
Financial Advisory Director
About Me
《俊玮谈新》主播 / 资深理财顾问
YouTube / 喜马拉雅 / 公众号
新加坡保险.投资.理财.信托等全球资产配置, 一站式,专业,独立。
微信:SJE5149C
1998年移民定居新加坡,乐于帮助他人,恪守诚信,以客户利益为中心。
一站式财富管理
财富保障:家庭收入保障,房贷保险,健康保险
财富维护:财务健康指标,现金流管理,税务优化
财富积累:教育金和退休金规划,构建多渠道被动收入
财富增值:制定多元投资组合,发挥资产增长潜力
财富分配:遗嘱信托,高效低成本按心愿分配遗产
一站式财富管理旨在为客户提供全面的财务规划和管理服务,以帮助他们实现财务目标并保护家庭的财务安全。这需要专业的财务规划师来制定个性化的计划,以满足不同客户的独特需求。
新加坡金管局全牌照理财顾问
持证AFP金融理财师
持证AWP财富管理师
美国百万圆桌俱乐部 MDRT 会员
美国百万圆桌俱乐部内阁会员 Court of Table
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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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
Financial Alliance actively seeks skilled professionals, both experienced and aspiring, with a wide range of opportunities to showcase their expertise and grow their careers.
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Learn more about Financial Alliance and how we accelerate our consultant’s career in the financial advisory industry.
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.