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Lisa Ling | Wealth Management Coach | CFP, CEP, MDRT

Lisa Ling 林惠萍

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REP No.: LHP300106917

Senior Financial Advisory Manager

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 Senior Financial Advisory Manager at Financial Alliance. I specialized 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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Year of Experience in Financial Market
> 0
Group Asset under Advisory
>$ 0
Number of Clients Served
> 0

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Testimonials

Have known Lisa for a very long time, and have also been a client of hers after she embarked on a Financial Planner career. Lisa has always been a genuine and reliable friend and advisor all these years. Had recently requested her to review my young adult daughter’s insurance coverage. Besides merely an insurance coverage review, she actually spend a great deal of time to educate her about financial planning, which my daughter told me that she learned a lot, and would like to engage her as her personal financial advisor going forward. During the review, Lisa has identified a gap in my daughter’s medical insurance coverage, proposed some solutions, and my daughter eventually adopted one of the proposal and put in place a coverage to close the gap. Unfortunately, but also fortunately, my daughter had an unexpected medical episode a couple of weeks after and had to be hospitalized for 2 days. Thanks to Lisa for identifying the gap and put in place a coverage to close it, it had save our family a rather significant amount of financial outlay, which would have otherwise been incurred. Whole heartedly recommend Lisa to someone who is looking for genuine and reliable financial advisor/planner with great integrity and heart to do good!

Alvin Chan

Independent Non-Executive Director HK Listed Sinosoft Technology Limited

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 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

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