Engage me to kick start your journey in achieving your financial goals. As the Chinese proverb goes, a journey of a thousand miles begins with a single step, all great things commence with simple beginnings.
I adapt the 5 Pillars of Wealth framework to work with you to ensure crucial aspects of your finances are being comprehensively addressed:
Wealth Protection – 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. Adequate planning helps to reduce the negative impact of unplanned misfortunes and ensure your lifestyle remains unaffected as much as possible thereafter.
Wealth Maintenance – 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. I will guide you to effectively manage your cash flow and suggest ways to reduce or avoid unnecessary borrowing.
Wealth Accumulation – Accumulating wealth, especially from an early age, drives you towards meeting your long-term financial objectives. The two most common needs in Singapore are Retirement Funding and Children’s Education Funding. I help you develop a realistic and achievable programme to meet these needs.
Wealth Enhancement – Diversifying your financial portfolio to include investments could help to maximise the growth potential of your assets. When you engage me, 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 proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long-term financial dreams.
Wealth Distribution – The major misconception about wealth distribution is that it’s just about setting up will and trust; however, there is more than what meets the eye. I will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes. Regardless of the value of assets you have, wouldn’t you agree that you are entitled to distribute your estate according to your wishes?
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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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