I help young families and professionals be secure about their finances for today and tomorrow.

As an independent financial advisor, I am passionate about helping my clients navigate the often complex and overwhelming world of personal finance. With a diverse set of experiences and qualifications, I am able to provide a tailored approach to each individual’s unique financial situation. My mission is to educate and empower my clients, so they can make informed decisions about their money and work towards achieving their financial goals. Whether you are looking to invest, plan for retirement, or simply gain a better understanding of your finances, I am here to help. Let’s connect and start the conversation about your financial future.

Services

Wealth Wizardry: Comprehensive Financial Planning (C.O.R.E. Model)
Golden Years Guru: Retirement Planning Solutions (RPS)
Smart Saver Strategies: Effective Savings & Investment Management
Risk Reducers: Insurance & Protection Planning
Estate & Legacy Planning Services

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Testimonials

Max had broaden my knowledge of investment plans. I appreciate his recommendations and thorough analysis of my current and future portfolio outlook. I will strongly recommend his genuine service to anyone who needs financial services advice. Thank you Max for not being anywhere near a pushy advisor, I am thankful for your kind sharing and allowing me to be the final decision maker at my own will. Cheers!

Lynette Lim

Senior Executive Assistant to Regional President

Max oversees all insurance plans for household – about 25+ policies ranging from life, critical illness, health and disability. Max is very experienced, knowledgeable, analytical and strategic in the way he approaches issues. This comes through during discussions, and in the way he explains solutions to my requirements. He clearly articulates in a manner that someone unfamiliar with the Singapore insurance market can quickly understand. Since switching over to Max, I have saved thousands on premiums and for better coverage. This only happened because Max took the time to understand my household’s requirements, analyse options, and formulate plans that struck the perfect balance between cost and value. In addition, Max has always been proactive; he regularly keeps me updated on the latest developments in the world of insurance and the likely impact on me. Max is trusted adviser who has my back. Thank you, TOP MAN!

Spratt Ebako

Senior Commercial Manager

It’s rare that you come across standout talent like Max. I was particularly impressed by Max’s ability to handle even the toughest clients (like me) effortlessly. That skill often takes years to develop among service professionals, but it seemed to come perfectly naturally to him. Thank you Max for the comprehensive personal financial / insurance analysis chart provided to me. I am lucky to get to know you Max, and having you as my all rounder financial advisor is my pleasure. :)

Jeanie Teo

Associate Creative Director

Maximilian contacted me when I requested for a Financial Advisor online. It was during COVID that I took a closer look at my previous financial plans and realized how minimally they were serving me. As my education was in STEM, I didn’t fully understand which financial products suited me yet understood the need to protect my financial future. Of the 7 agents I engaged with, only Maximilian showed me the modeling behind his recommendations. Although another agent had recommended the same product earlier, I decided to purchase it from Maximilian as he was better at explaining his recommendations based on my financial outlook, even after I had revealed that I am speaking to other agents and simply wanted another opinion. I’m glad to have met Maximilian as he alleviated my anxiety.

Monisha Joy Gomez

Medical Informatics | Epic-certified BID | SQL | M.Eng Biomedical

Max really took the effort to understand my needs before he proposed any recommendations! Besides that he was open with sharing strategies that positively impact the way I accumulate my wealth. Definitely at ease when it comes to letting him manage my polices.

Valerie Heng

Regional Manager (BD and Marketing)

Max is super knowledgeable and is very proactive is resolving any issues that arise. I would recommend Max to anyone who is interested in improving their financial planning:)

Lee Eu Harn

Co-Founder

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Maximilan Tung

MAS REP No.: TTM300083218

Financial Advisory Manager

I help young families and professionals be secure about their finances for today and tomorrow.

As an independent financial advisor, I am passionate about helping my clients navigate the often complex and overwhelming world of personal finance. With a diverse set of experiences and qualifications, I am able to provide a tailored approach to each individual’s unique financial situation. My mission is to educate and empower my clients, so they can make informed decisions about their money and work towards achieving their financial goals. Whether you are looking to invest, plan for retirement, or simply gain a better understanding of your finances, I am here to help. Let’s connect and start the conversation about your financial future.

1. Make complicated financial stuff simple, easy to understand while I conduct an analysis of what you have, what you want and how to get there.

2. Investments using Fundamentals, Technicals and Quants, and explain it in a non-heavy-technical-jargon-ie way.

3. Advise on how you can set up just for the worse case scenarios and just in case it happens, what happens to your fam (who gets what and how they get it).

  • Bachelor Degree in Business Marketing
  • Associate Financial Planner™
  • Associate Wealth Planner™
  • Advance Meta Practitioner in Neuro-Linguistic Programming™
  • Certificate of Completion for Quantitative Investing
  • Certificate of Completion for Legacy Planning
  • Certificate of Completion Growth Investing
  • Certificate of Completion Value Investing

My Services

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My Content

Mastering Investment Diversification: A Guide for Singaporean Investors
...
A Comprehensive Guide on Setting Financial Goals for the New Year
Introduction: “Ah, the New Year! A time for resolutions, new beginnings, and… oh yes,...
Investor Expectations vs. Reality: Navigating the Investment Landscape
...
How Expats in Singapore Can Leverage the SRS for a Tax-Efficient Retirement
...
Introduction to Estate Planning
Estate planning is a crucial aspect of financial planning that is often overlooked. It is importa...
Home Purchases in Singapore 101: A Beginner’s Guide
Purchasing a home in Singapore can be a complex and confusing process, especially for those who a...
Invest 101: A Beginner's Guide for Independent Lifestyles in Singapore
Investing can seem like a daunting task, especially for those who are just starting out on their ...
The Importance of Holistic Financial Planning vs. Piecemeal Financial Planning for You
Over the course my years as an advisor, I’ve had the privilege to encounter many clients whom hav...
Why choosing an Independent Financial Advisor is important
...
Demystifying CPF
...
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Testimonials

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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.

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