Financial Alliance

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 en

sures 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.

Scaling AUA (Assets Under Advice) sustainably takes more than intuition. It requires institutional infrastructure, moder...
08/09/2026

Scaling AUA (Assets Under Advice) sustainably takes more than intuition. It requires institutional infrastructure, modern tools, and decisive leadership.

Last week at the iFAST Adviser Xchange, several of our consultants led critical conversations shaping the future of wealth management:

🔹 Art of Scaling Your AUA — Josh Tan
🔹 Using DPMS as a Catalyst for Growth — Shawn Lee
🔹 Staying Solo or Scaling with a Team — Tea Eng Peng
🔹 My Mid-Career Pivot: Building a Sustainable Practice — Liao Minghao

As a firm, supporting both the financial consultants with innovative growth strategies and robust industry framework remains a core priority.

A sincere thank you to iFAST Corporation for organizing a strong platform that continues to drive the wealth management ecosystem forward.

Thank you to our speakers for sharing their lived expertise on stage:
Josh Tan, Shawn Lee, Tea Eng Peng, and Liao Minghao.

03/09/2026

Would you rather risk being seen as annoying, or risk leaving someone completely unprotected?

Like many financial consultants, Isabelle Ding used to worry about being “too pushy”, nobody wants to feel like a nagging salesperson.

That fear faded the day she met a prospect who broke down asking her a question: “How could I not have a hospital plan?”. By the time they sat down, it was already too late.

Years earlier, that prospect was “too busy” to plan when an agent reached out, and the agent never followed up. That led him to rely entirely on his company's coverage, but when he left his job, that safety net vanished.

When Isabelle tried submitting applications for him, every single one was rejected due to his newly developed critical illness conditions.

That moment shifted her entire perspective.

Isabelle realised that labelling persistence as "pushy" is to fear public perception over dire consequences for people in society.

Now practicing with Financial Alliance, Isabelle views follow-ups not as a sales tactic, they are simply a duty to close the protection gap. A few awkward follow-ups are a small price to pay to ensure no one is left behind.

💬 Drop a “🧡” in the comments if this story has changed your perspective!

🔗 Connect with Isabelle: https://engage.fa.com.sg/author/isabelleding/

Snapshots from a seminar defined by clarity, purpose, and breakthroughs 📸At last week's Next Level of Growth, our speake...
01/09/2026

Snapshots from a seminar defined by clarity, purpose, and breakthroughs 📸

At last week's Next Level of Growth, our speakers showed what is possible when talent meets autonomy:

🔹 Olivia Li on channeling ICU resilience into an unshakable foundation.
🔹 Sherene Lua on scaling education into life-changing financial leadership.
🔹 Henry Lim on trading corporate routine for time and freedom.

From the connections made over evening refreshments to the stories shared by our guests, the atmosphere was charged with purpose from corner to corner.

Swipe through to explore the moments from that night.

27/08/2026

Last night at Next Level of Growth, Financial Alliance hosted a breakthrough turnout of professionals ready to take ownership of their life trajectories 🧭

Thank you to everyone who joined us for an evening of invested listening and inspiring dialogue.

Our deepest gratitude to our guest speakers – Sherene Lua , Olivia Li and Henry Lim who moved the room with stories that resonated deeply. A career switch is never a reset, but a strategic re-allocation of your greatest asset: your core strengths.

True growth never requires starting from scratch, it happens when one places their potential in the right ecosystem, surrounded by the right people.

A look back at yesterday's highlights 📹

💼 What if your next career move didn't mean throwing away your hard-earned experience? Join us for The Next Level of Gro...
24/08/2026

💼 What if your next career move didn't mean throwing away your hard-earned experience?

Join us for The Next Level of Growth, an exclusive panel highlighting how mid-career professionals built sustained autonomy in financial advisory:

🔹 Ex-Compliance Officer Henry Lim: replacing rigid schedules with calendar control.
🔹 Ex-ICU Nurse Olivia Li: applying previous work principles to client advisory.
🔹 Ex-Educator Sherene Lua: transforming more lives beyond the classroom.

Learn how the right platform and support system can help you take full ownership of your future.

🗓️ 26 August 2026 | 7:00 PM – 9:00 PM (Refreshments from 6:00 PM)
📍 Financial Alliance, Gateway West, Level 12
🎟️ Closed-Door Session | Limited Seats

🚀 Secure your seat: https://career.fa.com.sg/next-level-of-growth/?a_aid=FB

Is cross-border healthcare a viable strategy for managing medical expenses in Singapore?Francis Hoan, Associate Director...
22/08/2026

Is cross-border healthcare a viable strategy for managing medical expenses in Singapore?

Francis Hoan, Associate Director at Financial Alliance, recently shared expert insights with Channel NewsAsia (CNA) on the rising number of Singaporeans using MediSave at JB hospitals.

Key Takeaways:

🔹 A Growing Supplement: Cross-border care serves as a meaningful supplement to Singapore’s healthcare system rather than a wholesale replacement, particularly for elective and low-complexity treatments.

🔹 Holistic Expenses: Evaluating savings requires factoring in transport, accommodation, time off work, and non-claimable follow-up procedures.

🔹 Risk Management: Continuity of care and insurance policy limitations remain pivotal when deciding where to receive treatment.

Structured financial planning empowers individuals to navigate evolving healthcare landscapes with clarity.

📺 Watch the full CNA segment here: https://www.channelnewsasia.com/singapore/jb-hospital-surge-singapore-patients-using-medisave-6316341

20/08/2026

Why spend 20 years showing up for a client?

For Jason Tan, financial planning isn’t simply money talk, it means to support others in building a safety net that actually holds up when life turns upside down. That level of trust takes decades to establish.

Off-camera, Jason recalled his early days starting from absolute zero, sweating through gruelling shifts at outdoor roadshows. That was around when he first met a client who took a chance on him as a young consultant.

Over two decades, Jason managed and updated her portfolio through every major milestone: from her single days to becoming a mother of three and her family’s primary income earner. Then post-COVID, a Stage 3 breast cancer diagnosis hit.

Six months into chemotherapy, exhausted from treatment, she reached out with a single question: “Hey Jason, can I just take a one-year break?”

Because her coverage was built for worst-case scenarios, Jason gave an immediate ‘Yes’ — driven by his core belief that no one should ever have to rush back to work when their focus needs to be on staying alive and recovering well.

Five years on, he still manages her portfolio; she has fully recovered and has even achieved financial independence.

Today, practicing with Financial Alliance allows Jason to offer unbiased advice, crafting plans so people who placed their faith in him have certainty when it matters most.

💬 Leave a comment or a “🧡” if Jason’s story resonated with you!

🔗 Connect with Jason: engage.fa.com.sg/author/tanjason/

16/08/2026

Join Stephen Teo on a walkthrough of Art Nexus’ collection on view at Financial Alliance’s office.

Roots & Resonance covers themes of labour of the past, the landscape of our roots and Singapore’s eventual transformation. ‘Driven by Progress, Powered by People’ will always be our motivation to contribute back to those who have nurtured or elevated our local culture.

Tune in to uncover a deeper appreciation of the paintings in our office 🎥

13/08/2026

Financial Alliance is proud to champion Singapore’s living stories and creative spirit.

Inspired by the meaningful turnout and dialogue at the Roots & Resonance prelaunch, we look forward to expanding corporate stewardship within the local art scene alongside Art Nexus, Stephen Teo and family, and our gracious venue host, artcommune gallery.

Catch a glimpse of the event captured on video 🎥

Beyond monetary value, true wealth is also preserved in the living heritage and shared legacies of our nation.Ahead of S...
12/08/2026

Beyond monetary value, true wealth is also preserved in the living heritage and shared legacies of our nation.

Ahead of Singapore’s National Day, Financial Alliance was honored to support Art Nexus for the prelaunch of Roots & Resonance: Through Brush and Memory artcommune gallery — a meaningful initiative spearheaded by our Financial Consultant Stephen Teo and his family.

While local artists capture the evolving soul of Singapore, building a viable path in a demanding economic landscape requires active corporate support.

Through this CSR initiative, we reaffirm our commitment to:

🔸 Supporting Creative Endeavours: Pledging ongoing support to Art Nexus and artcommune gallery in enriching our local arts ecosystem.

🔸 Preserving Collective Memory: Safeguarding our cultural heritage and stories for future generations.

🔸 Catalyzing Corporate Stewardship: Inspiring meaningful philanthropy across Singapore’s broader business ecosystem.

When financial stewardship meets cultural patronage, we do more than support galleries, we invest in the character and soul of our country 🇸🇬

Our sincere gratitude to our business partners for standing alongside us to champion Singapore’s artistic community.

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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