At Financial Alliance, we model our financial planning practice on a framework that comprehensively covers your needs. We call it The Five Pillars of Wealth.
WEALTH PROTECTION
This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of a chance misfortune which will cause you to suffer unnecessary and possibly tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure your lifestyle remains unaffected as much as possible thereafter.
WEALTH MAINTENANCE
The second Pillar of Wealth. To maintain your wealth, you need to analyse your general financial health indicators such as cash flow and debt position. A net positive cash flow with no over-committed liabilities is considered healthy. Our financial consulting services will guide you to effectively manage your cash flow and suggest ways to reduce or avoid unnecessary borrowing.
WEALTH ACCUMULATION
The third Pillar of Wealth. Accumulating wealth, especially from an early age, drives you towards meeting your long-term financial objectives. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. Take advantage of our financial consulting services to help you develop a realistic and achievable programme to meet these needs.
WEALTH ENHANCEMENT
The fourth Pillar of Wealth. Diversifying your financial portfolio to include investments could help to maximise the growth potential of your assets. When you engage our financial consulting services, you will be guided to develop an investment programme that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long-term financial dreams.
WEALTH DISTRIBUTION
The fifth and final Pillar of Wealth. Regardless of the value of assets you have, you are entitled to distribute your estate according to your wishes, so do have them written down on properly drafted and executed documents to ensure that your rights are protected. Our financial consulting services are designed to help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.
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
Subscribe to our newsletter to receive updates on our latest content!