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
  • Weatlh Accumulation
  • Wealth Enhancement
  • Wealth Distribution
Home › Who We Are › Milestones

Milestones

20
02
 Obtained license from the Monetary Authority of Singapore to operate as an Independent Financial Advisory ("IFA") firm.
 
20
04
 Became the first IFA firm to build a proprietary Unit Trust fund selector.
 
20
05
 Became the first IFA firm to build a proprietary Life Insurance Product Comparison Databank (IPC Databank).
 
20
07
 Became the first IFA firm ever to win the Inaugural Professional Enterprise Award, Prestige Category.
 Won in the Prestige Category of the Asian Management Association’s inaugural Professional Enterprise Award.
 Was ranked 4th under the iFAST platform in terms of total Unit Trust assets under advisory.
 
20
08
 Became the first and only Financial Adviser Firm in Singapore to achieve both the Singapore Quality Class and the People Developer status.
 
20
09
 Ranked within the Singapore SME 500 listing.
 
20
10
 Successfully acquired the business (clients and advisory staff) of another financial advisory firm and expanded market presence.
 
20
11
 Ranked within the Singapore SME 1000 listing.
 Became the first IFA firm in Singapore to officially launch a division - Financial Alliance Islamic Wealth Advisory (FAiWA) - to cater to the needs of Muslim clients.