Focus on Living Your Best Life
Clear, Honest & Independent Advice To Avoid Costly Financial Mistake
About
At Financial Alliance, we're dedicated to revolutionize the way how market perceives us.
We believe that financial advice should always be honest and independent, and free from economic bias.
Our Services
What we offer
We offer a comprehensive range of financial advisory services tailored to meet your unique needs. Our holistic approach ensures every aspect of your financial well-being is addressed, with a commitment to complete transparency. Before you formally engage our services, all options, fees, and charges are outlined clearly in an engagement letter, providing you with full clarity and confidence in your financial choices.
01
Complete Financial Planning
A comprehensive service covering every aspect of your financial needs, including protection, accumulation, portfolio management, preservation, and distribution. This holistic approach is designed to ensure that all areas of your financial plan are optimized and aligned with your long-term goals.
02
Portfolio Management
Ideal for clients new to investing or those with underperforming portfolios. This service focuses on creating effective wealth growth strategies across various asset classes, helping you build and manage a balanced, growth-oriented portfolio.
03
Insurance Advisory
An unbiased review of your existing insurance policies and guidance on maximizing coverage. Whether you are looking to enhance your insurance portfolio or simply need a professional assessment, this service provides clarity and direction for your insurance needs.
04
Distribution and Inheritance Planning
Guidance on estate planning matters, including will writing, trust establishment, and Lasting Power of Attorney (LPA) arrangements. This service aims to ensure your assets are transferred smoothly to your loved ones with minimal complications, preserving your legacy according to your wishes.
Keen to get a Non-Biased Opinion from a Professional?
Explore Our Range of Tailored Services and Take the First Step Towards Financial Planning Today!
"I was truly impressed with Zhi Hau’s knowledge and expertise in the field. He is very helpful, friendly and patient when sharing with me. I am so glad and satisfied with the service provided by him."
Wan Chuin Foo
Project Management | Business Analyst
F.A.Q.
Find answers to commonly asked questions about our services and processes.
1. What is a fee-based Independent Financial Advisor (IFA)?
A fee-based Independent Financial Advisor (IFA) offers financial advice without ties to a particular company’s products or sales quotas, ensuring recommendations are solely in the client’s best interest. This independence aligns with guidelines from the Monetary Authority of Singapore (MAS) to maintain unbiased financial guidance.
2. Why charge a fee when other advisors provide free advice?
Fee-based advisory compensates advisors directly for time and expertise, allowing for unbiased advice without the need to sell products. In contrast, commission-based advisors may prioritize product sales, potentially skewing advice to meet sales targets.
3. Do you offer free consultations?
Yes, the initial consultation is complimentary. This allows for a clear understanding of your financial needs, with no obligations. In straightforward cases with minimal planning needs, a fee may not be necessary.
4. Can you work with clients outside of Singapore?
Yes, while I primarily serve foreign professionals in Singapore, I also assist clients in Malaysia. For clients residing elsewhere, arrangements may be discussed based on individual circumstances.
5. How does the financial planning process work?
The process includes four main steps: a discovery session, information gathering, planning and implementation, and ongoing monitoring. This structured approach ensures comprehensive support for your financial goals.
6. What services do you provide?
Services include complete financial planning, insurance advisory, portfolio management, and inheritance planning. Each service is tailored to meet specific needs, offering transparency in fees and solutions.
