“As a medical doctor, he can repair a man physically, but only insurers can repair a patient’s finances.”
-Dr Marius Stephanus Barnard 1927-2014
As a Financial Advisory Manager with Financial Alliance, I engage people from all walks of life, from regular residents to business owners. EMPOWERING them with specific financial knowledge, enabling them to have OWNERSHIP in their personal financial management decisions.
On a diligent basis, I monitor clients’ portfolios such as Wealth accumulation with investment and Endowment tools. All the while, I have input from clients to provide them with an EXPERIENCE of ownership.
Besides providing consistent professional financial advice for my clients, I also conducted training, company sharing, and recruitment campaigns, organised various sales drives, and was a guest speaker for Axa Life at the 2016 annual conference.
In 2018, after collective feedback from almost all my clients and the general public, we crafted and presented an understanding of Retirement planning with fundamental knowledge of our C.P.F. L.I.F.E.
We also designed a simple workshop for individuals to estimate their C.P.F. balance upon age 55.
And we further educated attendees on how to approach manageable and realistic retirement planning.
By submitting this form, I confirm that
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.
Subscribe to our newsletter to receive updates on our latest content!