Lisa Ling 林惠萍

Financial Advisory Manager

(MAS REP No.: LHP300106917)
Wealth Management Coach | CFP, CEP, MDRT

As a wealth management coach, I’m passionate about helping people achieve the financial stability and freedom they deserve. After more than two decades in the finance industry, I left my Private Banking career to pursue a new opportunity as a Financial Advisory Manager at Financial Alliance. I specialize in creating personalized insurance and investment strategies tailored to each clients’ individual needs. 

I take pride in being able to provide customers with tailored solutions that best fit their needs. (Refer to my clients testimonials on their experiences) My main aim is to make sure my clients are provided with the tools they need to achieve financial independence and success with confidence.

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> 0
Year of Experience in Financial Market
>$ 0
Group Asset under Advisory
> 0
Number of Clients Served

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Testimonials

Certain things are always important but never urgent, such as ensuring sufficient resources to enjoy one’s retirement years. I am really thankful to be referred to Lisa, one of the most sincere independent financial advisor I have met. She took a substantial amount of time and effort to explain to my husband and I about the intricacies of retirement planning and the pros and cons of the various solutions available in the current market. I would definitely recommend her to anyone who is looking for a non pushy, long term advisor to partner their financial journey with.

Laura Koh

Corporate Services & Office Manager

“Through Lisa’s meticulous scrutiny of my past insurance and investments portfolio, I have come to realise that many times, we will just buy products that may not match our needs. I’ve better understanding of financial products through her sharing. More than just an advisor, she travels the journey with you like a friend to put you at ease with your protection and retirement plans with her candid and positive personality.”

Majorie Wong

Restaurant Manager, En Group

“I’ve known Lisa for quite a few years and I knew that she would be the right person to guide me through my financial plans. Lisa is dedicated, patient and thorough, just the qualities I needed in a financial advisor. I would recommend others to approach Lisa for insurance audit and investment advice.”

William Lim

Commercial Pilot

“Lisa是位具有渊博的专业知识和丰富的理财经验的投资顾问。她的工作非常细致,有条理。不仅对我的实际需求和财务目标进行了详细的询问和评估分析,提出适合的理财方案,还定期和我交流最新市场信息,跟进调整投资,使我的投资组合超过了预期收益。Lisa平时也非常主动、热情地帮助我解决各种疑问和需求,不仅是位优秀的投资顾问,也是生活中的好朋友”

陆婷婷

40岁退休生活人士

“I have known Lisa for almost 20 years as a friend cum ex-colleague. With her immense experience, she guided me through my financial plans and investments by giving me her valuable and in-depth advice. Through her sharing, I have a better understanding of the financial products, insurances and investments that I have been investing and interested in. I would highly recommend Lisa to be your trusted financial advisor for her dedicated services in providing sound advice.”

Sook Ching

Private Banker

“Lisa is a reliable and meticulous financial advisor. My investments and insurance are planned through her for many years. Her passion and knowledge of her work has shown me a deeper understanding of my future finances. I would recommend her to anyone as she has a genuine interest in achieving the best for her clients, is what makes a truly professional and trusted financial advisor.”

Isabella Tan

Partner at Boyden

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Lisa Ling 林惠萍

MAS REP No.: LHP300106917

Financial Advisory Manager

Wealth Management Coach | CFP, CEP, MDRT

As a wealth management coach, I’m passionate about helping people achieve the financial stability and freedom they deserve. After more than two decades in the finance industry, I left my Private Banking career to pursue a new opportunity as a Financial Advisory Manager at Financial Alliance. I specialize in creating personalized insurance and investment strategies tailored to each clients’ individual needs. 

I take pride in being able to provide customers with tailored solutions that best fit their needs. (Refer to my clients testimonials on their experiences) My main aim is to make sure my clients are provided with the tools they need to achieve financial independence and success with confidence.

Team Website

Video Link

  • Helping Clients to Save Thousands of Dollars A Year by Avoiding Commonly Seen Financial Planning mistakes.
  • Performance Fee-based Wealth Management
  • Estate & Trust Planning
  • Insurance Portfolio Audit
  • Retirement Planning
  • Mortgage Brokerage and Advisory

2022

Financial Alliance Quality Class (Prestige Class) and MDRT – Million Dollar Round Table

2021

Financial Alliance Quality Class (Prestige Class) and MDRT – Million Dollar Round Table

2020

Financial Alliance Quality Class (Merit Class) and MDRT – Million Dollar Round Table

2019

Financial Alliance Quality Class (Merit Class)

2018

Financial Alliance Promising Star

> 0
Year of Experience in Financial Market
>$ 0
Group Asset under Advisory
> 0
Number of Clients Served

My Services

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My Content

Before year ends, Reminder on Tax Relief
Before the year ends, here’s a gentle reminder on tax saving for your next year’s tax...
Financing Curb on Outpatient Cancer Treatments & How it will affect You
Just a few years back, Singaporeans could confidently say that their hospitalisation plan will co...
SRS- Save on your taxes & grow your nest egg effortlessly!
Before the year 2022 ends, let’s talk about Tax Savings and how opening or contributing to a ...
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  • 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
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • 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。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • 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。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 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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