Financial planning doesn’t have to be intimidating or boring; it can be an exciting journey towards achieving your dreams and securing your future.
Here’s what you can expect from this discovery call:
* Understanding YOU: We will uncover your approaches and behaviours to financial planning.
* Goal Setting: We’ll set clear, achievable financial goals that align with your dreams, whether it’s buying a home, retiring comfortably, or taking that dream vacation.
* Expert Guidance: With years of experience in the financial industry, I bring valuable insights and strategies to the table. Let’s navigate the financial landscape together.
* Bespoke Game Plan: Representing 16 Life Insurance firms and 31 General Insurance firms, I’ll analyse your unique financial situation and goals to provide tailored recommendations that fit you like a glove.
* No Strings Attached: This call is an opportunity to get to know each other better, and there’s absolutely no obligation to commit to anything. It’s about exploring options.
* Unbiased Advice: As a 100% independent consultant, I adhere to MAS guidelines on not being incentivised to sell any one product. I am also free from any direct/indirect restrictions.
Sincere in kickstarting your financial journey? I’d love to hear about your dreams and explore how we can achieve them together.
So if you’re ready to turn your financial journey into an epic adventure, buckle up and click the link below to schedule a complimentary discovery call at a time that suits you best!
P.S., I believe in mixing business with fun, so during our call, feel free to share a crazy fact about yourself or a hobby you’re passionate about. Let’s make our financial journey memorable!
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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.
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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