Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
I believe that financial freedom is for everyone and financial plans must be made clear, easy to understand, and implementable! My desire to provide the best financial advice I can to my clients motivates me to constantly up skill myself. As an Associate Wealth Planner (AWPCM) I am able to provide holistic financial and wealth planning for you.
What I do on a daily basis is to prepare personal financial reports to help individuals, families and businesses tidy up their financial plans, and potentially enabling them to save hundreds to thousands of dollars every year by improving their Financial Portfolios!
With my systematic planning approach, coupled with an unbiased and independent financial advice, you will be able to make good financial decisions constantly, and move from where you are now to where you want to be in the future with higher certainty!
If you would like to have your very own personalised financial report, or if you would like to find out more, you can reach out to me via Whatsapp / Email or can also book an appointment with me directly via this link!
I am committed to providing more value to my clients! I would appreciate it if you could provide me with your honest feedback on your financial planning session with me via this link!
LET US CONNECT IF YOU ARE:
– Seeking Holistic Financial Planning advice
– Interested to improve your current plans to potentially save hundreds to thousands every year on Common Insurance/ Financial Planning Mistakes.
– Looking to Obtain A 2nd Opinion on your investment and insurance portfolios.
– Keen to have Independent Fee Based Review of your portfolios
Financial Alliance Quality Class (Prestige Class)
What does the quality class awards mean?
The award recognises the Advisor’s outstanding performance in its Sales, Service and Personal Development.
Associate Wealth Planner (AWPCM)
What does the certification mean?
The certification is given by the Financial Planning Association of Singapore (FPAS) to certify that the advisor is competent to advise on holistic financial planning strategies. The adviser is also to abide by the FPAS’ Professional Standards and Code of Ethics.
Million Dollar Round Table (MDRT) Member
Masters Of Science in Project Management (NUS) – Distinction
BSC In Projects and Facilities Management (NUS) – Distinction
MAS REP No.: ELY300644665
Financial Advisory Manager
I believe that financial freedom is for everyone and financial plans must be made clear, easy to understand, and implementable! My desire to provide the best financial advice I can to my clients motivates me to constantly up skill myself. As an Associate Wealth Planner (AWPCM) I am able to provide holistic financial and wealth planning for you.
What I do on a daily basis is to prepare personal financial reports to help individuals, families and businesses tidy up their financial plans, and potentially enabling them to save hundreds to thousands of dollars every year by improving their Financial Portfolios!
With my systematic planning approach, coupled with an unbiased and independent financial advice, you will be able to make good financial decisions constantly, and move from where you are now to where you want to be in the future with higher certainty!
If you would like to have your very own personalised financial report, or if you would like to find out more, you can reach out to me via Whatsapp / Email or can also book an appointment with me directly via this link!
I am committed to providing more value to my clients! I would appreciate it if you could provide me with your honest feedback on your financial planning session with me via this link!
LET US CONNECT IF YOU ARE:
– Seeking Holistic Financial Planning advice
– Interested to improve your current plans to potentially save hundreds to thousands every year on Common Insurance/ Financial Planning Mistakes.
– Looking to Obtain A 2nd Opinion on your investment and insurance portfolios.
– Keen to have Independent Fee Based Review of your portfolios
Financial Alliance Quality Class (Prestige Class)
What does the quality class awards mean?
The award recognises the Advisor’s outstanding performance in its Sales, Service and Personal Development.
Associate Wealth Planner (AWPCM)
What does the certification mean?
The certification is given by the Financial Planning Association of Singapore (FPAS) to certify that the advisor is competent to advise on holistic financial planning strategies. The adviser is also to abide by the FPAS’ Professional Standards and Code of Ethics.
Million Dollar Round Table (MDRT) Member
Masters Of Science in Project Management (NUS) – Distinction
BSC In Projects and Facilities Management (NUS) – Distinction
Take control of your life 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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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.