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

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

The Most Overlooked Financial Tools Expats Miss
When expats move to Singapore, it’s natural to focus on immediate priorities like housing, school...
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
...
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Upcoming Events

Testimonials

CONTACT US

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

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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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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.

TM Protect MosBite

Singlife CareShield Standard & Plus