Our Story
WHY INDEPENDENT FINANCIAL ADVISOR (IFA)
By being “INDEPENDENT”, we offer impartial financial advice that is in the clients’ interest instead of providing biased advice that is unduly influenced by our business partners’ sales quotas or higher commissions.
As an independent financial advisory (IFA) firm, we have stuck to this principle from day one so that our clients benefit fully from impartial advice and put in place the best-suited financial plans.
To understand more about why we insist on offering “INDEPENDENT FINANCIAL ADVICE”, please click here.
Financial Alliance
我们的定位：
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我们为
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WHY FINANCIAL ALLIANCE?
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One-Stop Financial Planning Service in Singapore
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Guided by our philosophy – the 5 Pillars of Wealth which are in sync with MAS's Fair Dealing Guidelines – and backed by our in-house experts, our financial adviser representatives help you effectively analyze and identify the gap between your current financial position and your financial objectives.
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Our fintech infrastructure will then narrow down the thousands of products provided by various financial institutions in Singapore before providing you with well-rounded solutions.
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To make your financial planning endeavours more effective, our Financial Consultants will:
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Listen to your financial goals;
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Understand your financial objectives; and
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Review your current financial health
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To ensure that you’ll have a financially stable and an emotionally satisfying life
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个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。
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保险板块(Insurance sector)
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投资板块(Investment sector)
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传承板块(Estate planning sector)
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我们公司的业务伙伴️：
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19家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等）
4家基金交易券商平台(Havenport, iFAST奕丰, FAME, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
2家家族信托公司(推荐) -
FIT 财务规划，量身定制，财务健康，财务自由 F: Financial Service财务服务 (理财规划、投资咨询) I: Insurance 保险 (代理19家寿险公司,多选择、有对比) T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)
Our Parners
