Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

专业、中立、值得信赖的理财顾问!

Hi, I’m Jasmine.

After 20 years of living in London, I chose Singapore, this vibrant city, to settle down and be an independent financial consultant.

Effective financial planning is the way towards financial freedom and ultimately towards the freedom of time in your life.

I’m looking forward to getting to know you personally and strive towards helping you planning your financial needs to grow your wealth portfolio and achieve financial freedom.

您好!我是马静

在伦敦生活20年之后,选择了定居新加坡,转行成为一名独立理财顾问。虽然自己以前也从事金融行业,自诩对金融业不陌生,但转行之后才惊觉理财是一门单独的学问。

理财是一种生活理念和生活方式的选择,通过合理的投资理财规划,可以帮助我们实现财富增值、财务自由。

我坚信:财务自由,则可以时间自由;时间自由,则心灵自由;心之自由,才是生命之大自由。

请让我陪伴您这一段意义非凡的通往财富自由之路的旅程!

Services

Annual Insurance Review / 年度保单管理
Insurance Protection / 保险
Retirement Plan / 退休养老规划
Financial Planning / 财务规划
Investment Management / 投资理财
Estate Planning / 财务传承

#ChooseIndependent:

Content

Videos

Upcoming Events

Quick Insurance Comparison

My Contact

Enquiry

Social

马静 Jasmine

MAS REP No.: MJ-300715107

Independent Financial Consultant

专业、中立、值得信赖的理财顾问!

Hi, I’m Jasmine.

After 20 years of living in London, I chose Singapore, this vibrant city, to settle down and be an independent financial consultant.

Effective financial planning is the way towards financial freedom and ultimately towards the freedom of time in your life.

I’m looking forward to getting to know you personally and strive towards helping you planning your financial needs to grow your wealth portfolio and achieve financial freedom.

您好!我是马静

在伦敦生活20年之后,选择了定居新加坡,转行成为一名独立理财顾问。虽然自己以前也从事金融行业,自诩对金融业不陌生,但转行之后才惊觉理财是一门单独的学问。

理财是一种生活理念和生活方式的选择,通过合理的投资理财规划,可以帮助我们实现财富增值、财务自由。

我坚信:财务自由,则可以时间自由;时间自由,则心灵自由;心之自由,才是生命之大自由。

请让我陪伴您这一段意义非凡的通往财富自由之路的旅程!

Financial Planning /财务规划

Insurance Protection/保险

Investment Management / 投资理财管理

Education and Retirement Planning / 教育养老规划

Estate Planning / 遗嘱、信托等财富传承规划

 

My Services

#ChooseIndependent:

My Content

新加坡保险-简单科普一下什么是IUL(Indexed Universal Life)指数型终身万能险
最近万能指数险IUL(Indexed Universal Life)非常的火爆,很多的客户都在问我们咨询这到底是个什么样的...
新加坡,公积金受益人指定 CPF Normination
我们今天聊一聊CPF 受益人指定,也就是CPF nomination。大家可能不太清楚,CPF的受益人指定是必须要在公...
旅游保险,你会买吗?
学校假期即将到来,很多人会扶老携幼出国旅游,为了以防万一,购买旅游保险成了必须考虑的事项。而现在...
在新加坡,结婚/离婚对于遗嘱和公积金指定的影响
最近帮客户做遗嘱传承,有两个关于婚姻对于遗嘱和公积金受益人提名的影响的知识点想分享给大家。 我们先...
什么是保险金信托?
我们都知道信托是一个很好的财富传承的工具,但是大家可能有一个印象就是设立信托的门槛很高,动则需要...
一文讲清楚 投保人,被保人,受益人
  在保险中,我们经常谈到三个“人”,那就是被保人,投保人!和受益人,大家有时候傻傻的分不清,今天跟...
新加坡保险 - 一文讲清楚指数型万能寿险 IUL - Indexed Universal Life
IUL(Indexed Universal Life),   中文名是指数投资型万能寿险。它是一款在1997年在美国推出的同时具有...
养老为啥一定要配备一份终身年金险
为啥一定要配一份终身年金险养老 一说起年金险这种储蓄类保险,大家的第一反应就是收益率太低。这么大一...
2023年新加坡官方财务规划指南
财务规划并不是一个离普通人很远的话题,恰恰是因为我们普通人的财务资源是有限的,谁家也没有几个小目...
面临断保,怎么办?
我们上一期保险配置思路里面就聊过,保险是一个长期的产品,它的保障期和缴费期都是比较长的,所以保费...
loading...

My Videos

Upcoming Events

Quick Insurance Comparison

Personal Accident Insurance

Travel Insurance

Motor Insurance

CONTACT US

Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

Contact Me

What type of services are you looking for? 请问您需要咨询哪些方面的服务?(Please select all that applies)

ACKNOWLEDGEMENT

By submitting this form, I confirm that

提交此表格,即表示

  • 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

Scan for Contact Details

Join our newsletter

Subscribe to our newsletter to receive updates on our latest content!

By providing the info below, I confirm that I am the user and/or subscriber of the telephone number(s) and email address provided by me and I consent to receive from Financial Alliance and/or its financial adviser representatives, any marketing, advertising and promotional information organise by Financial Alliance via voice calls, SMS/MMS (text messages) or faxes to my telephone number(s) provided below. I understand I may withdraw any consent I have given at any time by writing in to Financial Alliance Pte Ltd.

Scan for WeChat QR

Retirement Planning

Will I be able to retire comfortably?

Uncover Your Potential with Financial Alliance

Financial Alliance actively seeks skilled professionals, both experienced and aspiring, with a wide range of opportunities to showcase their expertise and grow their careers.

Revolutionising The Financial Services Industry

Invite your potential candidate to learn about the systems and tools within Financial Alliance

Mid-Life Transformation:
Build a Fulfilling Career in Financial Advisory

Join Kenny Loh, a former Engineer turned Top Financial Advisor, for a FREE webinar revealing his secrets to building a rewarding career at Financial Alliance, Singapore’s Leading IFA.

Stuck in a Career Rut?

Financial Alliance offers you the way out – Flexibility, Growth, and a Financially Rewarding Career Awaits

Discover Financial Alliance

Learn more about Financial Alliance and how we accelerate our consultant’s career in the financial advisory industry.

Our 7 Unique Value Proposition

Explore the 7 unique key offers that Financial Alliance will help you to grow your career and business.​

U+ Business Opportunity Webinar

Have a question for us? Join our webinar to have your question answered by Mr. Tony Ong, Director of FAR Development.

Visit our Youtube Channel for more career related resources

Non-advisory Products - Life Insurance

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.

Insurance Plan

Direct Purchase Products

For those comfortable managing their own insurance needs, these are some options to purchase 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.

Chubb Personal Accident Guard

TM Protect MosBite

Singlife Digital Saver II

Singlife CareShield Standard & Plus

AIA Solitaire PA (II)