Our Company
ABOUT FINANCIAL ALLIANCE
Managed by industry veterans and experts, we deliver impartial and comprehensive financial advice aligned to clients’ interest and customised to clients’ needs. Supported by robust and thorough wealth management research & support, we empower our clients to gain access to best-of-breed financial products and services, be it life insurance, general insurance, investment, estate planning, etc.
As the leading independent financial planning company, we have achieved 20 years of excellence in business practices, and are deeply honoured to have gained due recognition from Spring Singapore since 2008.
The one word to describe Financial Alliance: PROGRESS.
I like to use “Progress” instead of “Success” or “Achievement” because it is a journey. A progressive culture is the only thing we need. As long as we have the progressive culture, everything will fall into place.
“PROGRESS” describes our last 20 years and will continue to describe our future years.
Vincent Ee – Co-founder, Financial Alliance
OUR VISION
“To be the guiding star in the eyes of our clients, and the inspiration for the Financial Advisory industry in the region.”
OUR MISSION
“With a dedicated & competent team, we relentlessly champion purposeful financial advice for our clients and elevate life quality for all.”
OUR ACHIEVEMENTS
YEARS
OF EXPERIENCETHOUSAND
SATISFIED CLIENTSCONSULTANTS
ASSETS UNDER ADVICE
COMPANY MILESTONES
Financial Alliance secured its Financial Adviser license in 2002 and began its journey as an Independent Financial Advisory (“IFA”) Firm.
Today, Financial Alliance has become a leading IFA Firm with over 80,000 clients. We have won many awards and achieved many milestones along the way.
Click on each year to see what we have achieved since 2002.
- Established as an Independent Financial Advisory ("IFA") firm which aligns the company to client's needs
- Became the first IFA firm to create the Unit Trust Fund Selector to compare diverse funds to meet client's needs
- Created the first Life Insurance Product Comparison Databank which compares hundreds of life insurance products from numerous insurers
- 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
- Became the first IFA firm to win the Asian Management Association's Professional Enterprise Award
- 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
- Became a Singapore SME 500 firm
- Acquired another financial advisory firm and significantly expanded market presence
- 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
- 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
- Ranked in Singapore SME 1000
- 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
- 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
- Ranked in Singapore SME 1000
- Introduced 101 ILP Recommendations for our clients
- 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
- 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
- Won International Adviser Best Practice Adviser Awards 2018 – Excellence in Marketing
- Ranked in Singapore SME 1000
- 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
- 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
- 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
- Celebrate our 20th Anniversary as an Independent Financial Advisory Firm
