殷妮 | 新加坡跨境財富规划师
专业背景
作为 Financial Alliance(新加坡最大独立理财咨询公司)的资深顾问,我拥有15 年新加坡在地经验和丰富的财富管理实践。在加入金融行业前,我曾在全球 50 强科技企业工作 8 年,这段经历让我深刻理解科技精英和新加坡新移民的财务需求和挑战。
过去 5 年,我已成功服务超过 1500+ 家庭的财富规划需求,帮助他们改善财务状态并达成财务目标。我持有多项国际认证,包括新加坡跨境财富规划师、国际金融理财师(AFP®)、国际遗产规划师(AEPP®)和Fee-Based咨询顾问资格。
专业服务
我专注于为客户提供全方位的财富管理解决方案,包括:
– 全球资产配置规划:根据客户风险偏好和目标,设计多元化的全球投资组合
– 家族财富传承方案:通过专业工具和策略,确保财富顺利传承给下一代
– 退休财务规划:量身定制退休策略,优化CPF和SRS,确保退休生活无忧
– 保险组合优化:分析现有保障,消除重复覆盖,填补保障缺口
– 个人所得税筹划:合法优化税务结构,最大化税后收益
服务理念
我的服务建立在三个核心价值观之上:
1. 专业定制:每位客户都获得完全个性化的财务方案,而非标准化产品
2. 长期陪伴:我注重与客户建立长期信任关系,随时调整策略以适应人生变化
3. 简明透明:我以简单直接的沟通风格,确保客户完全理解每个财务决策
客户群体
我目前主要为这些客户群体提供咨询服务:
– 科技行业精英和企业管理层
– 高收入专业人士
– 新移民家庭
– 成功创业者
– 关注财富传承的家庭
– 新加坡本地企业
联系方式
– WhatsApp:+65 92399908
– 电子邮箱:yinni@fapl.sg
– 微信:Yinni-sg
– LinkedIn:https://www.linkedin.com/in/ni-yin/
– 官方主页:https://engage.fa.com.sg/yinni/
– 预约咨询:https://wa.me/6592399908
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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