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

Wealth Forum @ Financial Alliance (July 2012)

11 July 2012
Date: 11th Jul 2012
Time: 7pm to 9pm (Refreshments served at 6.30pm)

URA Auditorium, The URA Centre,
45 Maxwell Road 5th Floor Podium
Singapore 069118

Victor Wong
Director, Wealth Management
(Product and Investment Advisory)
With more than 18 years of experience in the financial sector, covering central banking, corporate banking and fund management.
During his 8 years’ stint in the fund management industry, Victor has worked in DBS Asset Management and co-managed the awardwinning Shenton Income Fund as well as other institutional accounts. He later moved to Deutsche Asset Management. Prior to joining Financial Alliance, he was managing monies for high net worth clients with ING Asia Private Bank.
Sani Hamid
Director, Wealth Management
(Economy and Market Strategy)
Sani has more than 17 years of working experience in the financial markets, having worked for companies such as S&P MMS where he led a team of analysts covering Emerging Asian economies; BNP Paribas Peregrine as a senior economist; and S&P Ratings as a sovereign analyst overseeing the ratings of countries such as Indonesia, India, Malaysia and Singapore.
He has been widely quoted in the media throughout his career and has spoken at numerous international seminars on a range of topics.