Financial Alliance

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Financial Alliance Since 2002, Financial Alliance has been a leading financial advisory firm in Singapore. Choose Quality, Choose Financial Alliance.

Driven by Progress, Powered by People, our vision is to be the industry's most trusted partner. Since 2002, Financial Alliance has been a leading, independently-owned financial advisory firm in Singapore. Our goal has never been to be the biggest, but to be the industry's most trusted partner for individuals and businesses alike. We are "Driven by Progress, Powered by People," a philosophy that ensures we are always focused on you. Our independence allows us to provide advice that is unbiased and centered on your best interests. When you partner with Financial Alliance, you receive a promise of quality in every aspect:

Quality Advice: Unbiased, client-centered, and grounded in deep expertise. Quality Solutions: Comprehensive, thoroughly researched, and customized for your unique needs. Quality Service: Consistent, responsive, and built around a meaningful, long-term relationship. Your financial well-being is our purpose. Partner with us to build a secure and prosperous future.

What does the next wave of AI and robotics mean for the way we serve our clients?From 12 to 16 October, 19 consultants a...
22/10/2026

What does the next wave of AI and robotics mean for the way we serve our clients?

From 12 to 16 October, 19 consultants and leaders from Financial Alliance traveled to Hangzhou and Shanghai for the iFAST AI Tech Symposium. Joining over 80 members of the iFAST iGM teams from Singapore, Malaysia, Hong Kong and China, alongside Lim Chung Chun, Chairman and CEO of iFAST.

In Hangzhou, the group visited Unitree and Deep Robotics to see robotics in action. The team then took the high-speed rail to Shanghai for the China International Industry Fair (CIIF).

At Financial Alliance, we invest in our consultants' growth so they are ready for where technology is heading. Learning beyond our industry helps them put technology to practical use, so they can spend more time understanding and supporting clients.

Thank you to the iFAST team for their hospitality, and to our consultants who joined us for the journey.

When haze season comes around, many of us look for masks only after the PSI starts to climb. Insurance coverage is no di...
20/10/2026

When haze season comes around, many of us look for masks only after the PSI starts to climb. Insurance coverage is no different: many think about it only when a crisis strikes.

It's been a month since our People of FA series featured Ivonne Lim and Peck Cheng in a conversation on life beyond cancer, and one part of Ivonne's story is worth revisiting.

Ivonne joined the industry as a mid-career switcher. Then she took a closer look at her own policies which may well have changed her life’s trajectory.

For our consultants, it's a reminder to look closely at our clients' coverage, because if a gap can slip past others in the industry, it can slip past anyone.

📸 Swipe through to hear it in Ivonne's own words.

🎥 Full conversation: https://www.youtube.com/watch?v=imQ6sXQSG20

15/10/2026

What would you change if you only had two hours a day with your children?

For many working parents in Singapore, a fixed 8am–6pm job leaves little time at home on weekdays. Young children sleep early, and the evenings pass quickly.

Loon Yew felt this soon after his first child was born. His fixed hours as a public servant at URA had suited him well, until he realized he wanted more time with his daughter. He chose a career with Financial Alliance that gave him flexibility over when he works.

His days are still full. He does the school run in the morning, does admin in between, meets clients from noon, cooks dinner for his kids most evenings, and heads back out for appointments from 8:30pm, sometimes until 11pm.

The two hours in between, for dinner and storybooks, are the ones he protects.

Now a father of two, Loon Yew specializes in young families, because he knows their pain points first-hand.

As he puts it: "What I can do for them is help them plan their finances, so that in the future, they can spend more time with their family."

💬 Leave a "🧡" if you're a parent rethinking how you spend your time.

🔗 Connect with Loon Yew: https://engage.fa.com.sg/loonyew/

Cancer touches nearly every family, yet most of us see it only in fragments: the diagnosis, the personal toll, the cost....
14/10/2026

Cancer touches nearly every family, yet most of us see it only in fragments: the diagnosis, the personal toll, the cost.

On 8 October, our consultants and their clients gathered at Singlife Headquarters for Beyond the Diagnosis, an evening that brought these perspectives together.

Colorectal surgeon Dr. Loong Tse Han spoke on how colorectal cancer can be detected early and, to an extent, prevented. Financial Alliance Associate Director Sim Peck Cheng followed with a candid account of her diagnosis and recovery, and what it taught her about preparing for the unexpected.

As financial consultants, we often see the protection gap in numbers. Hearing from a surgeon and a survivor helps us and our clients understand what it means in real life.

Thank you, Dr. Loong and Peck Cheng, for sharing your expertise and your story, and to everyone who joined us.

📸 Swipe through for highlights from the evening.

We are proud to see 13 consultants from Financial Alliance featured in The Business Times on 6th October, following thei...
08/10/2026

We are proud to see 13 consultants from Financial Alliance featured in The Business Times on 6th October, following their recognition at the FPAS XCEL Financial Planner Awards 2026.

Honoured by the Financial Planning Association of Singapore (FPAS) across the Professional Excellence and Professional Achievement categories alongside their CFP® credentials, these advisers exemplify the benchmark of modern financial advisory.

True achievement is defined by placing clients first through uncompromised ethics and clarity. As our industry evolves, we empower our consultants to embody a new frontier of financial planning:

🔹 Championing objective, client-centric financial advice
🔹 Driving continuous professional excellence
🔹 Upholding the highest standards of integrity in practice

Congratulations to our awardees for elevating our practice and leading the way forward.

Thank you to FPAS for recognising the need for higher standards in the industry.

Celebrating Excellence in Financial Advisory! 🏆We are immensely proud to congratulate our consultants on their recogniti...
06/10/2026

Celebrating Excellence in Financial Advisory! 🏆

We are immensely proud to congratulate our consultants on their recognition at the FPAS Financial Planner Awards 2026 across the Professional Excellence and Professional Achievement categories.

At Financial Alliance, championing industry credibility, strict ethics, and holistic financial planning is at the core of our mission. By empowering our consultants to embody the high standards of the CFP® credential and FPAS benchmarks, we remain dedicated to delivering uncompromised quality, peace of mind, and financial security to our clients.

These awards highlight not only the individual dedication of our consultants but also our collective commitment as a community to raise the bar for professional financial planning in Singapore.

Join us in celebrating our awardees 👏✨

How do financial consultants transition from piecemeal sales to building Assets Under Advice (AUA)? Just this week at ou...
02/10/2026

How do financial consultants transition from piecemeal sales to building Assets Under Advice (AUA)?

Just this week at our closed-door session of Next Level of Growth, advisers gathered for an immersive deep dive into growing an AUA business model. Our speakers, Sissi Goh, Thomas Chai, and Minghao Liao, shared candid journeys from their diverse backgrounds on overcoming market volatility, winning client trust, and managing multi-million-dollar portfolios.

The evening was made truly impactful by your active participation. Our audience engaged in the conversation with real questions on managing client expectations, leveraging in-house tools, and navigating shifting markets.

📸 Swipe through for a quick look at highlights from the session!

In pursuit of brighter chapters and deeper community impact, Financial Alliance visited the Singapore Cancer Society (SC...
29/09/2026

In pursuit of brighter chapters and deeper community impact, Financial Alliance visited the Singapore Cancer Society (SCS) ahead of the RAC 2026 💌

Highlighting this meaningful connection, our consultant Tan Choo Pheck presented a $100,000 cheque donation in memory of her late aunt, Loo Gim Hwa, honouring the care and support SCS provided during her battle with cancer.

For our team, this initiative is deeply personal. With cancer survivors Ivonne Lim and Sim Peck Cheng among us, as well as consultants whose families have been impacted, the visit provided valuable perspective on the challenges surrounding health and recovery in Singapore.

Our purpose goes beyond financial planning; it is about standing with our community through life's pivotal moments and learning how we can make a tangible difference.

Utmost gratitude to the Singapore Cancer Society for their tireless efforts.

Stay tuned for exciting video coverage capturing our involvement in the race!

Building client wealth through investment is the cornerstone of holistic financial planning. Yet, too many talented advi...
24/09/2026

Building client wealth through investment is the cornerstone of holistic financial planning. Yet, too many talented advisors feel held back by volatile markets and inadequate tools.

At Next Level of Growth, three financial consultants managing multi-million-dollar Assets Under Advice (AUA) share why and how they transitioned to building AUA, the challenges they faced, and how they overcame them.

Join us for this exclusive closed-door session featuring three professionals who pivoted from entirely different backgrounds to build thriving practices from the ground up:

🔸Sissi Goh, ChFC, CLU, TEP(Senior Financial Advisory Manager): Winning client trust and looking beyond standard pitches to manage multi-million-dollar portfolios.
🔸Thomas Chai, CFP®(Financial Advisory Manager): Shifting from single-transaction insurance sales to a sustainable, fee-based investment advisory practice.
🔸Minghao Liao (Financial Advisory Manager): Building a rewarding advisory business from scratch in his 40s without sacrificing work-life balance.

📅 Date & Time: 30 September 2026 | 7:00 PM – 9:00 PM (Refreshments served from 6:00 PM)
📍 Venue: Financial Alliance Office, Gateway West, Level 12
🔒 Access: Closed-Door Session | Limited Seats
🎟️ Reserve your spot: https://career.fa.com.sg/next-level-of-growth/?a_aid=facebook

Address

150 Beach Road #12-01/08 Gateway West
Singapore
189720

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00

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