Individual Financial Advisory

Personal Financial Advisory

Private Wealth Advisory

Islamic Wealth Advisory

Fee-Based Advisory

Personal Financial Advisory

Provides everything from wealth protection to retirement planning and will writing.

Financial Alliance is a one-stop centre for delivering multiple financial advisory and consulting solutions to meet your needs at different stages of your life, helping you fulfil your goals and achieve financial independence.

Retirement Planning >

Would you agree that the only person who can take care of the older you in the future is the younger person you are now?

Child Education >

Children bring us great joy as they discover the world around them

Family Income >

Loved ones have to carry on no matter what happens

Major Illness >

Protect yourself and your family against financial worries caused by ill health

Disability Income >

Life is full of the unexpected, but you can choose to be prepared and remain in control

Saving Plan >

Helping you achieve your goals at every stage in life

Investment Planning >

Do you want your hard-earned money to work harder for you?

Will & Estate >

“You can’t take it with you… But, you can choose who gets it and who doesn’t.”

Home Ownership >

Ensure your loved ones will always have a roof over their heads

Hospital & Surgical >

Protect yourself with an affordable health plan now before the unthinkable happens.

General Insurance >

Get a peace of mind with a variety of general insurance made available to cater to your various insurance needs.

CPF Investment >

Milk your CPF funds for all they are worth

Private Wealth Advisory

Provides everything needed to maximise the wealth of individuals with high net worth.

We offer various private wealth advisory and consulting services to high net worth individuals.

In the area of wealth distribution, we work with several world class financial institutions to provide discreet trust solutions in estate planning. In addition, our financial consulting services include creating tailor-made financial protection plans to your specifications by working with insurance companies specialised in these areas.

To maximise returns on your assets, our consulting services empower you to benefit from a customised investment programme by matching your risk and return objectives to the best-of- breed investment products in the market.

By adopting an open architectural platform, we are able to work with the best Fund Management firms and other Alternative Investments providers. Our independent, objective and robust financial advisory process, coupled with our wide range of products, makes us the partner of choice in providing private wealth advisory services.

Islamic Wealth Advisory

Provides Islamic financial products that are in compliant or close to the Syariah law.

Financial Alliance is a leader in providing Islamic Financial Planning and Wealth Advisory Services to individuals, corporations and institutions in Singapore:

  • Our Processes. We incorporate into our advisory processes key elements to reflect the unique needs of Muslim clients.
  • Our Products & Services. We provide a comprehensive suite of Islamic products & services, of which some are exclusive to us.
  • Our Partners. We provide our clients access to some of the most established names in the area of Islamic inheritance and Zakat.
  • Our People. We conduct in-house Islamic Wealth Management Certification and other training courses to enable our consultants to better serve their Muslim clients.

 

One Stop Centre >

For all your Islamic wealth planning needs

Our Syariah Advisor >

About Dr Mohamad Akram Laldin

Investment >

Investment portfolios based completely on Syariah-compliant and preferred products

Protection >

Personal or family protection needs that are acceptable or as close to Syariah as possible

Estate Planning >

Customised solutions with respect to Islamic Estate Planning

Zakat Planning >

Zakat calculation services for both individuals and businesses

SME & Institutions >

Solutions for SMEs and institutions that are in-line or close to Syariah

Fee-Based Advisory

Provides a detailed report of your personal financial health to help you achieve your financial goals.

Our fee-based advisory service helps you navigate your way to financial liberation. This financial consulting service addresses all aspects of wealth management and offers complete peace of mind as the recommended courses of action are what you need and not what financial institutions want to sell. Offered in a modular format, you can structure your fee-based advisory service – and report – to be as holistic as you like or as specific as you want.

Our professional planners are specially trained to advise you on all aspects of wealth management. To add further value to their recommendations, they are supported by the experts and dedicated systems in our centralised technical wealth management department that specialises in areas such as investment, insurance, estate planning and mortgages.

We are therefore proud to say that every layer of our advisory process is designed to ensure that our clients’ interests are not compromised.

Click HERE to find out more about our fee-based advisory service.

HOW OUR INDIVIDUAL CLIENTS BENEFIT

Having unbiased financial advice customised to your circumstances and goals.

Having the thousands of financial products available in the market narrowed down.

Capitalising on suitable financial solutions.

Getting your financial plans reviewed and updated regularly.

Accessing our in-house insurance and investment expertise to manage your wealth.

Saving time and effort with the help of your one-stop fintech-enabled financial services capabilities.

Receiving tips on how to better manage your finances.

Contact Us

150 Beach Road, #12-01/08, Gateway West, Singapore 189720

+65 62221889

+65 62221019

feedback@fa.com.sg

Explore

Home
About Us
Individual
Corporate
Blog
FAQ
Contact Us
Disclosure & Disclaimer
Privacy & Cookies Policy
Data Protection Policy
Terms of Use
Complaints Handling Policy
Fair Dealing

This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Copyright © 2011-2022 Financial Alliance Pte Ltd Co. Reg. No 199307144W. All rights reserved.

Year 2022

  • Celebrate our 20th Anniversary as an Independent Financial Advisory Firm

Year 2011

  • Full Scale Corporate Brand Facelift, introducing the seven-dot new logo created in our corporate colours

 

  • Established the Financial Alliance Islamic Wealth Advisory (“FAiWA”) Division to provide Muslim clients with financial planning and wealth management services

Year 2002

  • Established as an Independent Financial Advisory (“IFA”) firm which aligns the company to client’s needs

Year 2004

  • Became the first IFA firm to create the Unit Trust Fund Selector to compare diverse funds to meet client’s needs

Year 2005

  • Created the first Life Insurance Product Comparison Databank which compares hundreds of life insurance products from numerous insurers

Year 2006

  • Created the Integrated Business Operations Support System (“iBOSS”) – a database that provides administrative supports, and allows FARS to access information about business activities, client’s details and upcoming events

Year 2007

  • Became the first IFA firm to win the Asian Management Association’s Professional Enterprise Award

Year 2008

  • Became the only IFA firm to attain the Singapore Quality Class (“SQC”) and People Developer statuses

 

  • Enhanced protection on clients by setting a compulsory “Education Level” to ensure that clients understand the recommendations and product disclosures given

 

  • Adopted the 4-Stage Market Recovery Model to educate practitioners and clients about current market positions and brace themselves for the future

Year 2009

  • Became a Singapore SME 500 firm

Year 2010

  • Acquired another financial advisory firm and significantly expanded market presence.

Year 2012

  • First and only IFA firm to be awarded the SQC Star* status

 

  • Created Auto Quote System (“AQS”) to gather quotes from various general insurance companies, such as motor insurance companies

 

  • Celebrated A Decade of Distinction (2002 – 2012)

 

  • Upgraded Investment Experience Questionnaire to Customer Knowledge Assessment (CKA) to better assess clients’ ability in understanding financial solutions

 

  • Developed the Product Suitability Assessment (PSA) framework to assess if client’s intended investment is suitable, based on his/her current financial position

Year 2021

  • Launched HARVERZ, our proprietary digi-adviser to empower our Consultants to serve their investment clients with higher efficiency and sharper fund selection capability

 

  • Launched ELEVATE portal to publicise our series of webinars. Through the webinars, we aim to educate the public to be more financially savvy and elevate their level of financial fitness.

 

  • Launched ENGAGE portal, giving our Consultants the crucial platform to unleash their digital marketing chops

 

  • Established IAM Unit (Independent Asset Management Unit) to partner with private banks to offer discretionary investment management services to accredited investors

Year 2013

  • The full roll-out of e-Financial Compass to facilitate paperless advisory documentation and electronic submission for supervisor approval

 

  • Launched Shariah-Compliant Portfolios to give Muslim clients Islamic investment options

 

  • Launched a series of free open-to-public seminars to encourage the public to look after their financial and physical health

Year 2014

  • Extended our independent advisory business to Malaysia

 

  • Adopted Core-satellite approach for our Model Portfolio to minimise portfolio volatility while allowing portfolio to outperform the stock market

Year 2015

  • Ranked in Singapore SME 1000

 

  • Introduced 101 ILP Recommendations for our clients

Year 2016

  • Launched Financial Compass mobile application to help consumers in retirement planning and obtain retirement planning solutions

 

  • Won Silver for Most Preferred Financial Adviser from ShareInvestor Awards.

 

  • Launched Company-wide Portfolio Mass Rebalancing capability to better manage clients‘ investments and respond faster to market movements

 

  • Launched Managed Account Solution with Havenport to extend a new service capability to customers

 

  • Ranked in Singapore SME 1000 for 6 consecutive years

Year 2017

  • Celebrated our 15th Anniversary

 

  • Held Symphony of the Heart concert (part of our 15th Anniversary celebrations) in support of Willing Hearts and Singapore Wind Symphony

 

  • Successfully renewed the dual SQC Star and People Developer statuses

 

  • Ranked in Singapore SME 1000

 

  • Won Marketing Institute of Singapore – Most Popular Brand on Social Media (Financial Advisory) Award

 

  • Won Marketing Institute of Singapore – Best Mobile App User Experience Award

Year 2018

  • Won International Adviser Best Practice Adviser Awards 2018 – Excellence in Marketing

 

  • Ranked in Singapore SME 1000

Year 2019

  • Won Brands for Good 2019 – Champion for Workplace & People Development

 

  • Won Brands for Good 2019 – Honouree for Community; Social Giving & Engagement

 

  • FPAS Financial Planner Award 2019, Financial Advisory Corporate Winner

 

  • Launched Life Insurance Made Easy (LIME) , a proprietary portal containing voluminous details of life insurance policies issued by our business partners. LIME boosts our Consultants’ efficiency and cleint ena in their life insurance business

 

  • Launched Improved Integrated Business Operations Support System II

Year 2020

  • Moved to our brand new office at Gateway West, Beach Road

 

  • Rolled out non-face-to-face client engagement capability, including a highly secure 2FA “e-sign” feature, during Circuit Breaker and the ensuing period of prolonged social restrictions. Our nimble responses enabled our clients’ needs to be served even when physical meetings could not be held

Talk to a Consultant

  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
    鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照，并许可在新加坡共和国境内依据财务顾问法（第110章）和证券与期货交易法（第289章）进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
    鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
    作为提供此类服务的一部分，鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息（例如，关于海外司法管辖区以外的资金管理或投资咨询服务等信息）。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
    此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
    此类文件和信息不会把-个人投资目标，财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
    鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品，或达成交易或参与任何特定的投资策略，也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
    未经鑫盟理财的事先书面同意，不得将这些文件全文或部分发布，传播，复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
    鑫盟理财无意在分发，出版或使用此类文件可能违反当地法律，或本公司及关联公司或关联人士需要注册，获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
    在与鑫盟理财进行讨论或签订合约时，您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。
  • 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/.

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

By submitting this form, I confirm that

提交此表格，即表示

  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
    我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策，并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
  • I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
    我已阅读并理解了上述免责声明，特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
    鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.