Services provided to clients with $500,000 or more invested or premium above $10,000 pa with Chenise through Financial Alliance:
Comprehensive financial planning services at no additional charge (for the full list of services, please refer to the hourly planning services section below)
Periodic, in-person meetings (at least one review meeting each year, but clients are encouraged to meet and check whenever financial issues or big life changes arise)
Coordination with client’s other professional advisors (e.g. estate lawyers, CPA, etc.) in order to ensure that the client receives a comprehensive financial plan
Expert portfolio management and investment services tailored to specific client needs, from retirement nest-egg protection, to aggressive portfolio growth
If retired, client will receive advice designed to calculate appropriate and sustainable withdrawal rates specific from retirement accounts
Services provided to clients with $100,000 – $500,000 invested or premium below $10,000 pa with Chenise through Financial Alliance:
No-hassle, paperless communication
Web and email-based client support and planning resources
Instant access to account information via web portals
Annual, in-person review
Expert portfolio management and investment services
Recommendations for monthly savings goals based on client income, lifestyle, and career goals
Financial plan check-list
Additional advanced planning services for specialized situations that require research or in-house meetings with a financial advisor are available on an a la carte basis and are billed at a flat or hourly rate (for the full list of services, please refer to the hourly planning services section below)
Flat Rate or Hourly Planning Services
Retirement Planning:
– Review of goals
– Preparation of projections
– Develop funding strategies
Education Planning
– Review of goals
– Preparation of projections
– Develop funding strategies
Estate Planning*
– Review of estate planning documents
– Structuring of Legacy – Recommend gifting strategies
– Coordination of ownership
Investment Planning
– Review of equity and fixed income allocation
– Portfolio review
– Risk/reward assessment
Cash-Flow Management
– Review expenditures
– Prepare projections
– Develop management strategies
Tax Planning*
– Tax-advantaged investing
– Income tax projections
Insurance Review*
– Life
– Disability
– Long-term care
– Personal liability
Corporate Solution*
– Business Risk Management
– Employee Benefit
– Staff Retention Programme
– Corporate Investment
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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