This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

We are Committed to Fair Dealing Outcomes

The MAS’s Fair Dealing Guidelines are in sync with our philosophy and actions. We are therefore happy to say we are fully committed to them.
1.      Our topmost priority is “YOU”.
Fair dealing is in our blood at Financial Alliance. Our senior management sets the tone by permeating every aspect and inculcating in every member in the entire organisation with the “Client Comes First” policy.
2.      We have the necessary due diligence processes to ensure the products and services we offer are suitable for you.
We don’t recommend products and services just because they are there. Our screening processes are designed to weed out irrelevance and pay special attention to suitability in meeting your objectives.
3.      Our consultants are rigourously trained to listen to your needs and offer you appropriate and quality advice.
No hidden agendas stand in the way.  Our consultants are trained to make recommendations solely based on your circumstances, needs and goals.
4.      We keep you updated with clear and relevant information in a timely manner to help you decide with your eyes open.
With the mind-boggling array of complex financial products out there, you could get shortchanged, or even misled, if you went in blind and unaided. Our Financial Compass (with its language options), fact sheets and periodic publications are just some of the ways we help you understand what you are buying into and update you on the market situation.  Our in-house automated systems also help to disseminate information and documents quickly.
5.      Our feedback channels are always open, and we have an independent process to deal with complaints efficiently and effectively.
A complaint is a distress call. We will do our utmost to get complaints resolved fairly and quickly to restore confidence and peace of mind. Let us know where we can improve to serve you better.


Feel free to Contact Us and give us your feedback.