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About
Financial Alliance
Group
Corporate Overview
Financial Alliance is Singapore's leading and award-winning Independent
Financial Advisory Firm.
We offer our individual and corporate clients a unique, unbiased and
meaningful one-stop experience in financial advisory services. Our wide
range of wealth management and financial planning solutions is second
to none.
Our entire team shares a pro-client outlook, and our corporate
infrastructure is designed to reflect this. We are proud of our
uncompromising stand on competence and professionalism.
Over 60,000 clients reap tremendous value and achieve peace of mind
from of our financial advice that is specifically aligned to their needs and
goal
MILESTONE
2014 • Created Electronic Financial Compass (eFC)
2013 • Set up FA Advisory Sdn Bhd, a financial advisory firm in Malaysia
2012
• Became a top IFA firm in Singapore
• First and only IFA firm to be awarded the SQC Star* status
• Created AQSTM
• Launched Private Wealth Management Unit (PWM)
2011
• Full Scale Corporate Brand Facelift
• Established the Financial Alliance Islamic Wealth Advisory ("FAiWA") Division for Muslim clients
2010
• Acquired another financial advisory firm and expanded market presence
• Created iDMTM
2009 • Created AutoCueTM
2008 • Only IFA firm to attain the Singapore Quality Class ("SQC") and People Developer status
2007 • First IFA firm to win the Asian Management Association’s Professional Enterprise Award
2006 • Created Integrated Business Operations Support System ("iBOSSTM”)
2005 • Created first Life Insurance Product Comparison Databank ("IPCTM Databank”)
2004 • First IFA firm to create Unit Trust Fund SelectorTM
2002
• Established as an Independent Financial Advisory ("IFA") firm
• Created Financial CompassTM
Awards and Accolades
Ranked within the
Singapore SME 500 listing
Awarded
Singapore
Quality Class Star
Became the first and only Financial
Adviser Firm in Singapore to achieve
both the Singapore Quality Class and
the People Developer Status
Ranked within the Singapore
SME 1000 listing (2011 – 2013)
Became the first IFA firm ever
to win the Inaugural
Professional Enterprise Award,
Prestige Category
Advisers Financial
Institutions
Clients
OUR VALUE - We are independent and we represent our client
Current
Assets
Current
Liabilities
Current Age
Financial Goals
•Comfortable retirement life
•Provide decent lifestyle to family
•Good children education
•Provide sufficient financial support in the
event of premature death/ permanent
disability/ critical illness.
Navigating Your Financial Future
Using Financial Compass and 5 Pillars of Wealth
Legacy
Assets
Future
Assets
•Cash
•CPF
•Stocks
•Unit Trusts
•Endowment
Policies
•Properties
•Business
Retirement Age
WEALTH
ENHANCEMENT
1. Understand Risk
2. Achieve Consistent
Return as little
Volatility as possible
WEALTH
DISTRIBUTION
• What
• Who
• When
• How
WEALTH
PROTECTION
1.Economical Risk
• Financial Crisis
2.Living Risk
• Premature Death
• Permanent Disability
• Diagnosed Dreaded
Disease
INCOME
TIME
WEALTH
ACCUMULATION
• Objectives
• Capital and
Savings
WEALTH
MAINTENANCE
Expenses
•Tax
•Loans
•Dependents
Advisory and Solution
WEALTH MAINTENANCE WEALTH PROTECTION WEALTH ACCUMULATION +
WEALTH ENHANCEMENT
WEALTH DISTRIBUTION
SOLUTIONADVISORY
• Cash Flow Management
• Net Worth Analysis
• Investment Risks Profiler
• Loan Planning
• Tax Planning
• Accident/
Hospitalisation Needs
Analysis
• Liabilities Cancellation
• Income Replacement
Planning
• Child Education planning
• Pre-retirement planning
• Investment Portfolio
Management
• Post-retirement Planning
• Investment Portfolio
Management
• Estate Planning
• Financial Health Check • Life insurance
• General insurance
• Unit trust
• Insurance UT Wrapper
• Unit trust
• Life insurance
• Will writing
• Living or testamentary
trust
• Buy & sell agreement
Wealth Protection – Life Insurance
Client
AdviserIndependent Financial Adviser
Wealth Protection – General Insurance
Client
Independent Financial Adviser
Wealth Accumulation + Wealth Enhancement
Client
Model Portfolio
Independent Financial Adviser
Loan Products
Client
AdviserIndependent Financial Adviser
SUPPORT
5 Pillars of Wealth
WEALTH MAINTENANCE WEALTH PROTECTION WEALTH ACCUMULATION +
WEALTH ENHANCEMENT
WEALTH DISTRIBUTION
Start Finish
SUPPORT
WEALTH MANAGEMENT ADVISORY PROCESSES AND RESEARCH
PROCESS - Wealth Accumulation and Investment Advisory
SUPPORT - Financial Education Seminar
About FA Singapore - Seminar

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About FA Singapore - Seminar

  • 2. Corporate Overview Financial Alliance is Singapore's leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range of wealth management and financial planning solutions is second to none. Our entire team shares a pro-client outlook, and our corporate infrastructure is designed to reflect this. We are proud of our uncompromising stand on competence and professionalism. Over 60,000 clients reap tremendous value and achieve peace of mind from of our financial advice that is specifically aligned to their needs and goal
  • 3.
  • 4. MILESTONE 2014 • Created Electronic Financial Compass (eFC) 2013 • Set up FA Advisory Sdn Bhd, a financial advisory firm in Malaysia 2012 • Became a top IFA firm in Singapore • First and only IFA firm to be awarded the SQC Star* status • Created AQSTM • Launched Private Wealth Management Unit (PWM) 2011 • Full Scale Corporate Brand Facelift • Established the Financial Alliance Islamic Wealth Advisory ("FAiWA") Division for Muslim clients 2010 • Acquired another financial advisory firm and expanded market presence • Created iDMTM 2009 • Created AutoCueTM 2008 • Only IFA firm to attain the Singapore Quality Class ("SQC") and People Developer status 2007 • First IFA firm to win the Asian Management Association’s Professional Enterprise Award 2006 • Created Integrated Business Operations Support System ("iBOSSTM”) 2005 • Created first Life Insurance Product Comparison Databank ("IPCTM Databank”) 2004 • First IFA firm to create Unit Trust Fund SelectorTM 2002 • Established as an Independent Financial Advisory ("IFA") firm • Created Financial CompassTM
  • 5. Awards and Accolades Ranked within the Singapore SME 500 listing Awarded Singapore Quality Class Star Became the first and only Financial Adviser Firm in Singapore to achieve both the Singapore Quality Class and the People Developer Status Ranked within the Singapore SME 1000 listing (2011 – 2013) Became the first IFA firm ever to win the Inaugural Professional Enterprise Award, Prestige Category
  • 6. Advisers Financial Institutions Clients OUR VALUE - We are independent and we represent our client
  • 7. Current Assets Current Liabilities Current Age Financial Goals •Comfortable retirement life •Provide decent lifestyle to family •Good children education •Provide sufficient financial support in the event of premature death/ permanent disability/ critical illness. Navigating Your Financial Future Using Financial Compass and 5 Pillars of Wealth Legacy Assets Future Assets •Cash •CPF •Stocks •Unit Trusts •Endowment Policies •Properties •Business Retirement Age WEALTH ENHANCEMENT 1. Understand Risk 2. Achieve Consistent Return as little Volatility as possible WEALTH DISTRIBUTION • What • Who • When • How WEALTH PROTECTION 1.Economical Risk • Financial Crisis 2.Living Risk • Premature Death • Permanent Disability • Diagnosed Dreaded Disease INCOME TIME WEALTH ACCUMULATION • Objectives • Capital and Savings WEALTH MAINTENANCE Expenses •Tax •Loans •Dependents
  • 8. Advisory and Solution WEALTH MAINTENANCE WEALTH PROTECTION WEALTH ACCUMULATION + WEALTH ENHANCEMENT WEALTH DISTRIBUTION SOLUTIONADVISORY • Cash Flow Management • Net Worth Analysis • Investment Risks Profiler • Loan Planning • Tax Planning • Accident/ Hospitalisation Needs Analysis • Liabilities Cancellation • Income Replacement Planning • Child Education planning • Pre-retirement planning • Investment Portfolio Management • Post-retirement Planning • Investment Portfolio Management • Estate Planning • Financial Health Check • Life insurance • General insurance • Unit trust • Insurance UT Wrapper • Unit trust • Life insurance • Will writing • Living or testamentary trust • Buy & sell agreement
  • 9. Wealth Protection – Life Insurance Client AdviserIndependent Financial Adviser
  • 10. Wealth Protection – General Insurance Client Independent Financial Adviser
  • 11. Wealth Accumulation + Wealth Enhancement Client Model Portfolio Independent Financial Adviser
  • 14. 5 Pillars of Wealth WEALTH MAINTENANCE WEALTH PROTECTION WEALTH ACCUMULATION + WEALTH ENHANCEMENT WEALTH DISTRIBUTION Start Finish
  • 15. SUPPORT WEALTH MANAGEMENT ADVISORY PROCESSES AND RESEARCH
  • 16. PROCESS - Wealth Accumulation and Investment Advisory
  • 17. SUPPORT - Financial Education Seminar