PERSONAL FINANCIAL ADVISORY

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RETIREMENT PLANNING

Would you agree that the only person who can take care of the older person you will be someday is the younger person you are now?

Someday you will retire from your job and you should plan for your retirement before it arrives. Our life expectancy has increased over the years. It is therefore critical to build up a comfortable nest egg that enables you to take care of your financial needs during your golden years.

Child Education

Children bring us great joy as they discover the world around them.

With rising living standards and educational standards, it is now common place for parents to see their children through university. Tertiary education comes at a hefty price, so you need to plan early for your child’s education funding.

Family Income

Loved ones have to carry on, no matter what happens.

We tend to get comfortable with our current standard of living and take our income earning ability for granted. However, the lifestyle that we enjoy now could easily come to a rude and abrupt end once the income source is disrupted due to death, disability or a major illness. Protect yourself and your loved ones now from a painful fall in living standard.

Major Illness

Protect yourself and your family against financial worries caused by ill health.

A critical illness can befall anyone at any time and treatment is likely to include a lengthy period of sophisticated medical care, therapy and rehabilitation. The situation is worse if it strikes a breadwinner, as the family’s income source will be severely threatened. With Financial Alliance’s help, you can concentrate on recovering without having to worry about financial matters. Contact us now.

Disability Income

Life is full of the unexpected, but you can choose to be prepared and remain in control.

A permanent disability could reduce income, turn a breadwinner into a dependent, and result in serious financial consequences to the family due to additional expenses. However, even when a permanent disability strikes a breadwinner, your loved ones still need to carry on with a roof over their heads. Get in touch with Financial Alliance to find out how you can protect your loved ones now.

Saving Plan

Helping you achieve your goals at every stage in life.

Our well-structured savings plan offers you both financial protection as well as a disciplined way to save regularly. Such savings can work harder for you than fixed deposit accounts or bank savings accounts, especially in the current low-interest rate environment. Let us help you today and accumulate a small amount every month to achieve your goals in the future.

Investment Planning

Do you want your hard-earned money to work harder for you?

Many Singaporeans know the importance of saving but have reservations about INVESTING. With Financial Alliance, you don’t have to worry about the time or the in-depth market knowledge needed to invest. Our trained and professional consultants, backed by a tried and tested Investment Team, will draw your attention to relevant issues and match your needs against a full range of investment options.

Will & Estate

“You can’t take it with you… But, you can choose who gets it and who doesn’t.”

Upon death, state law will determine how one’s property is distributed. The only way to counter that is to prepare a will beforehand. This ensures that your loved ones are not inadvertently left out. Let our trained consultants advise you the finer details of estate planning now.

Home Ownership

Ensure your loved ones will always have a roof over their heads.

Buying a home may be the single, largest investment many Singaporeans will ever make in their lives. Hence, before you buy that dream home, you should consider getting protection plan for the repayment of your outstanding mortgage loan in the event of your/your spouse’s death, disability or terminal illness during the loan repayment period. With our mortgage plan, you can ensure that your loved ones will always be able to enjoy the home you have worked so hard to provide them with.

Hospital & Surgical

Protect yourself with an affordable health plan now before the unthinkable happens.

Hospitalisation and/or surgeries are necessary when one was in a major accident or contracted a major illness. When faced with rising medical bills, will your finances give way within a week? Or will you forego the appropriate treatment because it is financially out of reach? Protect yourself with an affordable health plan now before the unthinkable happens.

General Insurance

Get a peace of mind with a variety of general insurance made available to cater to your various insurance needs.

Financial Alliance offers unparalleled peace of mind when it comes to travel insurance, home protection insurance, car insurance, and variety of other general insurance policies.

CPF Investment

Milk your CPF funds for all they are worth

The CPF Investment Scheme (CPFIS) allows you to invest your CPF savings in a wide range of investment products. However, there is no guarantee that investment products included under CPFIS will always chalk up profits. We can guide you on how to invest your savings, what risks your circumstances will allow you to accept, how long you should stay invested and when you should adjust your investment portfolio to keep up with the dynamic market situations.