Being an all-rounder broker, I help families and businesses customise financial solutions that cover all components in a comprehensive wealth management portfolio.
Every tool, be it in insurance, investment, or a written will/trust arrangement, when crafted strategically can help to protect your assets/loved ones and at the same time ensure that your desired future goals are well secured.
Beyond my background in financial services, oil & gas engineering, outdoor adventure operations, and military leadership, I had founded and grown several businesses which include medical services, marketing services, trading, floristry, and industrial project solutions. These hands-on experiences in building brands, managing operations, leading teams, and navigating market shifts gave me a practical understanding of what it truly takes to run and grow a business.
This allows me to connect deeply with families and business owners, not just as their advisor, but as someone who has stood in their shoes in managing complex risks and needs from big families and evolving businesses.
Today, I channel this breadth of experience into helping entrepreneurs, corporate leaders, and families design resilient financial strategies to diversify their business risks, secure their assets and best interests for their loved ones, and create alternative growth channels for their monies.
Whether you’re looking to scale, optimise your holdings, or plan your exit, I can work alongside with what you need, and offer insights that are both strategic and actionable.
If you value working with someone who seeks to understand, or if you know someone who would benefit from such a partnership, I would love to connect.
Let’s build something meaningful together.
I can be reached via LinkedIn messaging which I am pretty active, or via the communication channels mentioned below. Chat with you soon. Cheers.
Connect With Me:
📞 Mobile: +65 88004252
📧 Email: zechariahsee@fapl.sg
Family/Personal Financial Advisory Services:
Corporate Financial Advisory Services:
Will and Trust Services
Fee-Based Advisory Services:
Here are some of my credentials:
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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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.