MAS REP No.: HVM100027988
Senior Consultant
I have been a Licensed FA Rep since 2002; stayed in the practice for 2 decades and more. I help clients to review and plan their personal financial matters; provide solutions that they can understand, execute and follow throughout the journey of their lifetime achieving their financial goals and independence.
I am a senior consultant in Financial Alliance Pte Ltd (FAPL). We are one of the most established and largest independent FA firms in Singapore. We distribute and market financial instruments, include investment and insurance products and services from very renown fund managers and insurers. We transact and implement solutions via some of the most reliable and efficient platforms and service providers in Singapore.
In this ever challenging and evolving world, I strife to keep acquiring new skills and knowledge; stay abreast with what is happening in the financial markets so that my practice is always relevant; enable me to develop new tools, provide even better solutions and services to my clients.
From the business view point, I look forward to meeting like-minded clients, associates and persons with complimentary skill sets who can share their experiences, collaborate and co-work together in exploring new boundaries, take up the challenges in engaging cross border projects, develop new markets, acquire new clients and experiences.
“In People’s Interest and Business to bring about financial independence”
I look forward to be of service to you and collaborate together.
My Contact: +65 9389 3223 email: simonhua@fapl.sg
Engage with me using the following link: https://engage.fa.com.sg/simonhua/
– Review existing portfolios of insurance and investments
– Alignment of Client’s financial goals and expectations
– Restructure existing insurance plans that meet life expectancy and legacy needs
– Finding and matching financial instruments to put together solutions for capital preservation, capital appreciation in the long term, funding basic expense in retirement, funding health insurance and chronic health conditions
– I build portfolios of assets that are well diversified and sustainable to provide streams of passive income or cash flow
– For clients with limited retirement funds, I introduce them to a new environment for adaptation so that they can preserve and stretch their limited savings enjoy retirement without losing quality of their living and lifestyle
– I help clients and investors to match like-minded business persons; expand and venture into new markets; invest in projects for sustainable income, higher revenue and total returns in the long term.
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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
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For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.