Financial Consultant | 20+ Years in Wealth Management |
Holistic, Personalized Wealth Strategies | All-in-one Solution from Singapore’s largest FA
👨👩👧👦 Empowering You To Build Financial Security And A Lasting Legacy
❌ Are you frustrated by generic advice that is product-driven and feel like a cookie-cutter solution?
🚫 Have you been boxed into rigid plans based only on your age or life stage?
If you’ve felt this way, you’re not alone. The good news?
Unlike the traditional wealth management model, holistic financial planning takes a comprehensive, top-down, and goal-driven approach.
🎯 Who I Am
I’m a holistic financial consultant with over 20 years of experience, passionate about creating future-ready personalized wealth blueprints.
As a fiduciary planner, I’m committed to providing unbiased, client-first advice.
🎯 What I Stand For
I believe financial planning should be personalized and holistic!
My approach integrates your values, purpose, goals, and risk tolerance to build a wealth strategy that fits you perfectly.
🎯 Why It Matters
Because your financial future is too important for generic solutions.
Holistic planning empowers you to:
🌟 Grow, protect, and preserve your wealth in alignment with your values, vision, purpose, and goals.
🌟 Navigate life’s uncertainties with confidence via risk-based strategies.
🎯 How It Can Benefit You With:
✅ ASSURANCE – Receive expert guidance and best-in-class solutions powered by premium products and fintech tools.
✅ CERTAINTY – Get stress-tested, robust portfolios designed for resilience.
✅ CLARITY – Guide you through detailed, holistic planning process with precision and transparency.
✅ CONVENIENCE – Gain seamless centralized access to public and private wealth solutions from 150+ trusted partners — asset managers, banks, insurers, platforms, and estate planning specialists — all in one place.
✅ EMPOWERMENT – Benefit from done-for-you, future-ready wealth blueprints designed to secure prosperity across generations.
✅ INSIGHT – Attain from bespoke, integrated strategies for wealth growth, protection, and preservation.
✅ PEACE OF MIND – Gain confidence in managing risks from life events, market volatility, and asset ownership, so you can focus on what matters most.
✅ PROTECTION – Get clear insight into blind spots, risk exposures, and portfolio vulnerabilities to safeguard your financial legacy.
📌 Read “My Wealth Management Approach” to learn on holistic planning.
🤝 Ready to build your legacy with future-ready strategy?
📧 Email me or DM me for a free strategy call. 📞
Bachelor of Business Administration (BBA)
AEPP®, AWP, CEP (Certified Estate Planner)
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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As Singapore's leading financial adviser, Financial Alliance ensures our clients benefit from impartial advice and best-suited financial plans.
We believe in offering impartial financial advice in our clients' interests instead of being influenced by sales quotas or commissions.
As Singapore's leading financial adviser, Financial Alliance ensures our clients benefit from impartial advice and best-suited financial plans.
We believe in offering impartial financial advice in our clients' interests instead of being influenced by sales quotas or commissions.
For those comfortable managing their own insurance needs, these are some options to purchase life 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.