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

Our Distinctive Strengths

Financial Alliance stands at the forefront of research and development efforts to create reliable and efficient systems to achieve our overall business goals and boost our Consultants’ productivity. In particular, these three specially designed systems, powered mainly by in-house custom-built tools, give us significant advantage over other financial advisory firms in terms of operational efficiency and security.

Business Operations System

The backbone of this system is iBOSS. The other key components of this system are Autocue, Document Management Platform and AutoSYNC. All serve to increase administration productivity and improve information security. Together, they reduce the man hours required to perform administrative activities to a mere fraction of the time originally required and protect the integrity of the information captured in the systems. A handful of administrative personnel is thus able to leverage on this to effectively handle a large volume of paperwork and support 200 Consultants.

Investment Advisory Management System

Comprising Fund Selector, Top Funds Recommendation Reports, Portfolio Factsheets, Monthly Strategy Reports and Wealth Management Forums, this system supports our Consultants in a broad range of investment advisory-related matters. It serves to distill the best few investment products from among the hundreds in the market, devise effective wealth management strategies and share investment views – all for the benefit of our clients.

Life Insurance Advisory Management System

Made up of the Insurance Product Comparison database (“IPC”), LP directories, Consultant Guidebooks and other supplementary comparison reports, this system ensures that our Consultants make sense of the confusing array of insurance products available in the market and recommend the most appropriate wealth protection solutions to their clients. The comparison facilities also reduce the hours our Consultants spend comparing insurance product features to just minutes. In particular, the IPC can generate a comprehensive Life Insurance Policy comparison report for any client within one minute.

Financial Alliance Pte Ltd was incorporated in 1993 and secured the Investment Advisory license in 1999. We obtained a new financial advisory license with the introduction of the Financial Advisers Act (FAA) in October 2002.