Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Winnie Chan is a distinguished Certified Financial Planner (CFP) with over a decade of expertise in financial advisory services. Her commitment to her clients has led many to achieve their financial aspirations while ensuring their families’ protection. Winnie‘s extensive experience in insurance claims has been instrumental in securing successful payouts, providing crucial financial relief during challenging times.
Her passion for community engagement is evident through her financial education initiatives. She has conducted insightful financial talks for esteemed organizations such as Carousell Group, Singapore National Eye Centre and Singtel, empowering their employees with valuable financial knowledge.
Outside of her professional commitments, Winnie balances her life with a passion for fitness and music. She enjoys rigorous workouts at the gym and is a pianist, recently awarded ABRSM Piano Performance Grade 6 (Merit).
Holistic Financial Planning
Comprehensive strategies tailored to meet your unique financial goals and needs.
Wealth Protection
Safeguarding your assets to ensure financial security for you and your loved ones.
Investment Planning
Expert guidance on building and managing a robust investment portfolio.
Peace of Mind Retirement Funding
Secure and stress-free retirement plans for a comfortable future.
Estate & Legacy Planning
Strategic planning to preserve and transfer your wealth to future generations.
Experienced Financial Analysis
In-depth analysis of insurance products and investments to optimize your financial outcomes.
Financial Planning for Expats & Foreigners
Specialized services to address the unique financial challenges faced by expatriates and foreigners in Singapore.
MAS REP No.: CWL100044668
Wealth Advisory Director
Winnie Chan is a distinguished Certified Financial Planner (CFP) with over a decade of expertise in financial advisory services. Her commitment to her clients has led many to achieve their financial aspirations while ensuring their families’ protection. Winnie‘s extensive experience in insurance claims has been instrumental in securing successful payouts, providing crucial financial relief during challenging times.
Her passion for community engagement is evident through her financial education initiatives. She has conducted insightful financial talks for esteemed organizations such as Carousell Group, Singapore National Eye Centre and Singtel, empowering their employees with valuable financial knowledge.
Outside of her professional commitments, Winnie balances her life with a passion for fitness and music. She enjoys rigorous workouts at the gym and is a pianist, recently awarded ABRSM Piano Performance Grade 6 (Merit).
Holistic Financial Planning
Comprehensive strategies tailored to meet your unique financial goals and needs.
Wealth Protection
Safeguarding your assets to ensure financial security for you and your loved ones.
Investment Planning
Expert guidance on building and managing a robust investment portfolio.
Peace of Mind Retirement Funding
Secure and stress-free retirement plans for a comfortable future.
Estate & Legacy Planning
Strategic planning to preserve and transfer your wealth to future generations.
Experienced Financial Analysis
In-depth analysis of insurance products and investments to optimize your financial outcomes.
Financial Planning for Expats & Foreigners
Specialized services to address the unique financial challenges faced by expatriates and foreigners in Singapore.
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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/.
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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.
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.
Chubb Personal Accident Guard
TM Protect MosBite
Singlife Digital Saver II
Singlife CareShield Standard & Plus
AIA Solitaire PA (II)