My approach to Financial Advisory is as follows:
1) Both of us need to be comfortable and have the trust to establish a long term working relationship to achieve your financial goals.
2) To establish your Needs, Wants, Desires and concerns. Rank your Needs, Wants, Desires and concerns in term of priorities and importance.
3) Gather information on your current status.
4) Analyse the information given and calculate the gaps using the 8 Personal financial ratios.
5) Based on the shortfalls in the financial ratios, develop plans and recommendations after doing comparison based on the various providers we can represent.
6) Once you are agreeable with the solutions provided, we will implement the plans and recommendations.
7) We will conduct yearly review to ensure that we continue to work on your Needs, Wants, Desires and concerns in (2).
By submitting this form, I confirm that
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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