Our Wealth Management Advisory service is the result of putting together purposeful financial planning and real accessibility to market choices.

We use a comprehensively-structured advisory process to ensure our recommendations to clients meet their investment objectives, peace-of-mind objectives, financial constraints and individual needs.

Five Pillars of Wealth

At Financial Alliance, we use The Five Pillars of Wealth to analyze and recommend solutions to achieve these goals.

Wealth Protection

This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of a chance misfortune which will cause you to suffer unnecessary and possibly 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.

Wealth Maintenance

This second Pillar of Wealth analyzes your general financial health such as cash flow and debt position. A net positive cash flow with no over-committed liabilities is considered healthy. We will guide you to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.

Wealth Accumulation

The third Pillar of Wealth drives you towards meeting your long term financial objectives. 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.

Wealth Enhancement

The fourth Pillar of Wealth maximizes 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.

Wealth Distribution

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.