Wealth management is a comprehensive, client-focused financial advisory service that integrates financial planning, estate planning, tax planning, and legacy planning to help affluent individuals grow, preserve, and transfer their wealth across generations.
It starts with a deep understanding of the client’s current needs, risks, and goals, which forms the foundation for designing tailored solutions aligned with the client’s financial objectives.
Wealth management is a collaborative approach that ensures wealth portfolios reflect the client’s risk tolerance and expectations.
It involves an ongoing monitoring and adaptive management to keep portfolios aligned with evolving market conditions and life changes.
My approach centers on client-centric holistic planning, prioritizing the client’s best interests and fostering active client’s collaboration throughout the entire process.
This approach considers the full spectrum of wealth – including financial assets, property, pensions, business interests, and human capital.
1. Client Centric
2. Client Interests
3. Client Collaboration
My in-depth wealth management process
✍ Client Profiling
⚖️ Financial Risk Management
⚡ Scenario Analysis
📈 Strategic Portfolio Management
🛡️ Insurance Planning and Structuring
🏡 Estate and Legacy Planning
✍️ Will Writing & Trust Services
📧 Email me or DM me for a free strategy call. 📞
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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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