Accelerate Your

Financial
Advisory
Career

Singapore’s Largest IFA • Unbiased Advice For Clients

“Putting clients’ interest first” is why we have thrived for the past 20 years.

But that is not all….

In Financial Alliance, we always strive to provide more support and tools to ensure our consultants provides the smoothest services to our clients.

Join us and be part of the #PeopleFirstJourney

7 Key Offers to Excel Your Career

What Do We Offer?

Tools and Support for Lead Generation

Besides providing our Financial Consultants with the tools needed to build their online presence, we also provide various digital marketing training and workshops for our consultants to adapt and learn the latest trend in the digital marketing space, including social media management and social media advertisement campaigns.

Our Financial Consultants can also reach out to our in-house digital marketing team, who is ever ready in facilitating them on their digital marketing efforts to help beef up their online content.

ENGAGE

Your Personal Marketing Portal

Financial literacy is a core life skill, a skill consumers need to be able to make sound financial decisions and achieve financial well-being. Through our Elevate Webinar Series, you can boost your financial literacy to Increase your financial capability.

Our speakers comprise inhouse experts and financial practitioners. They will share with you valuable tips on topics such as financial planning, investment, insurance and estate planning. They will reveal how you could revitalise your mindset, watch your financial health, ride through the current economic uncertainty and emerge on top of your financial wealth being.

ELEVATE Webinar

Events for Your Clients

Besides providing our Financial Consultants with the tools needed to build their online presence, we also provide various digital marketing training and workshops for our consultants to adapt and learn the latest trend in the digital marketing space, including social media management and social media advertisement campaigns.

Our Financial Consultants can also reach out to our in-house digital marketing team, who is ever ready in facilitating them on their digital marketing efforts to help beef up their online content.

ENHANCE Learn & Grow

In-house Digital Marketing Training

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What Do We Offer?

Training and Development Program

Comprehensive training and continual development program for new joiners

New Joiners:
New Star Journey

New Star Journey consists of 12 specially curated modules to give new consultants a comprehensive overview and to equip them on the use of FAPL’s ACSIS eco-systems.

BMQ

BMQ, or Breakthrough Miracle Quarter, is a 90-day intensive training for new consultants

Further Learning:
Beyond New Star Journey

Beyond New Star Journey is an extension of the New Star Journey. It includes 7 additional modules on industry knowledge and helps consultants to accelerate their learning curve.

FA100M

FA100M is an in-house e-Learning Portal with hundreds of structured training modules to enhance your industry knowledge.

For Excellence:
Community of Practice

Within Financial Alliance, we have communities of practice in which we discuss and share tips about Life Insurance, Investment and achieving MDRT.

What Do We Offer?

ACSIS

Digital Consultant Eco-system

At Financial Alliance, we empower you as a Financial Consultant and elevate your capabilities to thrive in the digital world with the Acquire, Connect & Convert, Solution Implementation, and Servicing (ACSIS) Eco-system.

ACSIS digital eco-system is a consolidation and integration of our current proprietary systems that helps raise our Financial Consultants’ productivity and careers to new peaks!

Explore our systems and support:

Through ENGAGE, our consultants can easily build their business process and enable leads to find their profile online via Google Search Engine or via other social media platforms.

“ELEVATE WEBINAR” is a weekly webinar series that provides an opportunity for consultants to invite their clients and prospects to our company-hosted events.

They are educational webinars with “Calls To Action” that create additional touch points for consultants and their clients/prospects.

ENHANCE Learn & Grow is a series of workshops that provide consultants with the necessary training on digital marketing to equip consultants with relevant skillsets to build their presence online.

IBOSS CRM is a client relationship management platform that helps consultants organise and store their clients’ information systematically.

It allows consultants to keep in touch with clients on a regular basis, be it season’s greetings, new product updates or invitations to our events/webinars.

Harverz provides consultants with a bird’s eye view of all investment solutions that are available in the financial market so that the consultants can choose the most suitable investment products to fit into portfolios that suit their clients’ goals, profiles and objectives to achieve their desired returns.

With LIME (Life Insurance Made Easy), consultants of Financial Alliance do not have to spend hours and hours to comb through the various Life Insurance products offered by various Insurance firms to source for the ideal plan for their clients.

eFC Amethyst is an all-in-one toolkit that enables our financial consultants to conduct business anywhere, anytime.

It allows our consultants to guide their clients through the financial advisory planning process in a comprehensive and easy-to-understand manner, from identifying their clients' needs and financial analysis to the recommendation of suitable solutions to the clients.

It documents the advisory process and serves as a record for future reference.

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What Do We Offer?

Comprehensive Solutions Platform

With the most financial products and solution offerings in the FA industry

Having the widest range of financial and wealth accumulation products separates you from the rest and allows you to provide the necessary solutions tailored to your clients’ needs.

  1. AIA Singapore Pte Ltd
  2. AXA Insurance Pte Ltd
  3. China Life Insurance (S'pore) Pte Ltd
  4. China Taiping Insurance (S'pore) Pte Ltd
  5. Etiqa Insurance Pte Ltd
  6. Friends Provident International (S'pore Branch)
  7. FWD Singapore Pte Ltd
  8. HSBC Insurance (S'pore) Pte Ltd
  9. Income Insurance Limited
  1. Life Insurance Corporation (Singapore) Pte Ltd
  2. Manulife (Singapore) Pte Ltd
  3. Raffles Health Insurance Pte Ltd
  4. Singapore Life Ltd
  5. Sun Life Assurance Company of Canada (S'pore Branch)
  6. Swiss Life (S'pore) Pte Ltd
  7. Tokio Marine Life Insurance S'pore Ltd
  8. Transamerica Life (Bermuda) Ltd
  9. Utmost Worldwide Limited (S'pore Branch)
Life Insurance Companies
  1. Aetna Insurance (Singapore) Pte Ltd.
  2. AIG Asia Pacific Insurance Pte Ltd
  3. Allianz Global Corporate & Specialty (AGCS)
  4. Allianz Insurance Singapore Pte Ltd
  5. Allied World Assurance Company, Ltd (Singapore)
  6. AIA Singapore Pte Ltd
  7. AXA Insurance Pte Ltd
  8. Berkshire Hathaway Specialty Insurance Company
  9. China Taiping Insurance (Singapore) Pte Ltd
  10. Chubb Insurance Singapore Limited
  11. CIGNA International
  12. Delta Underwriting Pte Ltd
  13. Direct Asia Insurance (Singapore) Pte Ltd
  14. ECICS Limited
  15. EQ Insurance Company Ltd
  16. ERGO Insurance Pte Ltd
  17. Etiqa Insurance Pte Ltd
  18. Great American Insurance Company
  1. Great Eastern Life Assurance Co. Ltd
  2. Great Eastern General Insurance Limited
  3. HL Assurance Pte Ltd
  4. Income Insurance Limited
  5. India International Insurance Pte Ltd
  6. Liberty Insurance Pte Ltd
  7. Lonpac Insurance Bhd
  8. MS First Capital Insurance Ltd
  9. MSIG Insurance (S'pore) Pte Ltd
  10. QBE Insurance (International) Ltd
  11. Raffles Health Insurance Pte Ltd
  12. Singapore Life Ltd
  13. Sompo Insurance Singapore Pte Ltd
  14. Tokio Marine Insurance Singapore Ltd
  15. Tokio Marine Life Singapore Ltd
  16. United Overseas Insurance Ltd
  17. XL Insurance Company SE Singapore Branch
  18. Zurich Insurance Co Limited
General Insurance Companies
  1. ADDX Pte Ltd
  2. Bank of Singapore Ltd
  3. Havenport Investments Pte. Ltd.
  4. iFAST Financial
  5. Maybank Singapore Limited
  6. Navigator Investment Services Ltd
  1. Phillip Securities Pte Ltd
  2. Swiss-Asia Financial Services Pte Ltd
  3. Tiger Brokers (Singapore) Pte Ltd
  4. UBS Securities Pte Ltd
  5. UOB Kay Hian
Investment Platforms
  1. Abrdn Asia Limited
  2. AllianceBernstein (Singapore) Ltd
  3. Allianz Global Investors Singapore Ltd
  4. Alquity Investment Management Limited
  5. Amundi Singapore Limited
  6. AR Capital Pte Ltd
  7. Arabesque Asset Management
  8. Aviva Investors Asia Pte Ltd
  9. AXA Investment Managers Asia (Singapore) Ltd
  10. BIMB Investment Management Bhd
  11. BlackRock (Singapore) Limited
  12. BNP Paribas Asset Management - BNPP Funds & Paribas A
  13. BNY Mellon Investment Management Singapore Pte Limited
  14. Canaccord Genuity Wealth (International) Limited
  15. Columbia Threadneedle Investments (Lux)
  16. Credit Suisse Fund Services (Luxembourg) S.A.
  17. Dimensional Fund Advisors Ltd
  18. Duxton Asset Management Pte Ltd
  19. DWS Investments S.A.
  20. Eastspring Investments (Singapore) Limited
  21. EFG Asset Management
  22. Eurizon Capital S.A.
  23. Fidelity International
  24. First Degree Global Asset Management Pte Ltd
  25. First Sentier Investors (Singapore)
  26. Franklin Templeton Investments
  27. Fullerton Fund Management Company Ltd
  28. Fundsmith LLP SICAV
  29. Goldman Sachs Asset Management Fund Services Limited
  30. HSBC Global Asset Management (Singapore) Limited
  31. iFAST Fund Management
  32. Invesco Asset Management Asia Limited
  33. J.P. Morgan Asset Management
  34. Janus Henderson Investors - Capital Funds SICAV
  35. Jupiter Asset Management (Asia) Pte Ltd
  1. Kotak Mahindra (UK) Limited
  2. Legg Mason Asset Management Singapore Pte Ltd
  3. Lion Global Investors Limited
  4. Man Investments Limited
  5. Manulife Asset Management (Singapore) Pte Ltd
  6. Matthews Asia Funds
  7. Maybank Asset Management Singapore Pte Ltd
  8. Mirae Asset Global Investments (Hong Kong) Ltd
  9. Momentum Global Investment Management
  10. Natixis Investment Managers (Natixis IF Luxembourg)
  11. Neuberger Berman - Retail Funds
  12. Nikko Asset Management Asia Limited
  13. NN Investment Partners
  14. PC Asset Management Limited (FundBPO HK Ltd)
  15. PIMCO Funds: Global Investors Series plc
  16. Phillip Capital Management
  17. PineBridge Investments Singapore Limited
  18. Pilgrim Partners Asia (Pte) Ltd
  19. Portal Asset Management Pte Ltd
  20. Prime Asia Asset Management Pte Ltd
  21. Principal Asset Management (S) Pte Ltd
  22. Principal Islamic Asset Management Sdn Bhd
  23. RHB Asset Management Pte Ltd - Retail Funds
  24. Robeco
  25. Schroder Investment Management
  26. Superfund Financial (Hong Kong) Ltd
  27. Swaen Capital Pte Ltd
  28. Swiss Asia Holdings Pte Ltd
  29. UBS Asset Management (Singapore) Ltd
  30. UOB Asset Management
  31. UTI International (Singapore) Pte Ltd
  32. Value Partners Asset Management Singapore Pte Ltd
  33. Vanguard Investments Singapore Pte Ltd
  34. Wells Fargo Funds Management LLC
  35. Zeal Asset Management Limited
Asset Management Companies
  1. Bank of China Singapore Branch
  2. CIMB Bank Singapore
  3. Citibank Singapore
  4. DBS Bank Ltd
  5. Hong Leong Finance
  6. HSBC Singapore
  7. Maybank Singapore
  8. OCBC Bank Singapore
  1. POSB Bank
  2. RHB Singapore
  3. State Bank of India Singapore
  4. Sing Investments & Finance Ltd
  5. Singapura Finance Ltd
  6. Standard Chartered Singapore
  7. UOB Bank Ltd
  8. Westpac Banking Corporation
Bank Loan Partners
  1. Absolute Trust & Estate Pte Ltd
  2. Barakah Capital Planners Pte Ltd
  3. Characterist LLP
  4. Chris Chong & CT Ho LLP
  5. Falco Heritage Pte Ltd
  1. Kensington Trust Group
  2. Metis Global (Singapore) Pte Ltd
  3. Precepts Legacy Pte Ltd
  4. Vistra Trust (Singapore) Pte Limited
Estate Planning Partners

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What Do We Offer?

Exceptional Support System

Get support from us for all your client-serving needs

Life insurance advisory support aims to help consultants become more productive.

  • Information relevant to the life insurance business, including all product information, is organized and housed under an internal portal for easy reference.
  • Product analysis & comparison reports are available to help consultants find suitable and viable products that meet clients' needs.
Insurance Advisory Support

We are well supported by a team of Investment veterans and specialists who provide a wide suite of investment solutions, including managed accounts and alternative investments (some are exclusive to our company). 

To enable consultants to keep abreast of financial market developments, the team provides regular updates of the market situation.

In addition to that, we constantly engage our clients via investment updates and education seminars.

Investment Advisory Support

Our General Insurance Department is here to make it easier for you to transact & manage your General & Group Insurance business.

We render the following supports:

  • Comprehensive Administrative Support
  • Bridge between GI Business Partners and Financial Consultants
  • Attend to Consultants’ enquiries pertaining general product information, underwriting requirements, process flow and system
General Insurance Support

FAR Development exists to facilitate growth through these key differentiators:

  • BMQ- peers learning, from practitioners to practitioners
    • Communities of Practice – translate Learning to LEarning
    • FA100M – e-learning on demand, contents by choice, anytime anywhere
    • Momentum Dashboard – consultant-centric progress reporting
    • Monthly FAR Conference - celebration of achievements

Our process enables us to constantly eliminate & reduce pain points and raise & create value points to bring about deeper engagement with our consultants, journeying together with them to meet their goals and aspirations.

FAR Development Support

The Business Development Team strives to be on the forefront when it comes to supporting our Financial Consultants in Lead Generation Strategies.

With that in mind, we launched ENGAGE, a digital hub for consultants to build their online presence.

Besides ENGAGE, our Weekly Elevate Webinar Series has helped to boost our clients’ financial literacy. They also provide additional touch points between Consultants and Prospects/Clients. At the end of each webinar, there is a Call To Action where Consultants will follow up with their invited guests for discussions and meetings, which lead to more business opportunities.

Business Development Support

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Financial Alliance renders even more support.
Click on the button below to find out more

What Do We Offer?

Career Growth Opportunity

Unique compensation model and progressive career path

Compensation Model

What Do We Offer?

Unique Positioning

As the Largest IFA in Singapore

According to Monetary Authority of Singapore’s (“MAS”) strict guidelines, FA firms can only use the term “independent” to describe itself and its services if:

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It does not receive any commission or other benefit from a product provider which may create product bias and does not pay any commission to or confer other benefits upon its representatives which may create product bias.

It operates free from any direct or indirect restriction relating to any investment product which is recommended.

It operates without any conflict of interest created by any connection or association with any product provider.

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Independent Financial Adviser Representatives
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Satisfied Clients
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Assets Under Advice

Hear from Our Consultants

Ready to Accelerate Your Career Progression?

Join Financial Alliance, the Largest IFA firm in Singapore and take your career to new heights!

Copyright © 2023 Financial Alliance Pte Ltd Co. Reg. No 199307144W. All rights reserved.

Discover the secrets of why Financial Alliance remains as the Largest IFA in Singapore

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Limited Financial Solutions For Clients?

... said no one ever from Financial Alliance

As an IFA firm, we pride ourselves in offering the widest range of financial and wealth accumulation products. You will be able to offer your valued clients a financial plan that is:

  • Best of breed, bespoke and fully-customized
  • Holistic and comprehensive
  • Value-for-money and cost-effective

Case Submission is Manual and Tedious?

Here's how we support your business

With the pandemic, the way of work has changed entirely for many of us. With Full & Seamless Non-Face to Face Process, we empower our financial consultants to serve with convenience.

Non-face-to-face financial advisory capabilities has been a norm for our firm. It has helped many consultants in our firm to get their financial planning endeavours fulfilled online.

The process is secured by 2FA verification, it is seamlessly efficient, easy to use and retains a high personal touch.

Lack of Support from Firm/Manager?

Why we are different

Being a firm which places a lot of emphasis on support and system, Financial Alliance has a huge support team handling Wealth Management; Business Development; FAR Development; Operations; IT and Administration, etc. They always offer their helping hands to our consultants whenever needs arise.

Our firm has put together a structured training program called Breakthrough Miracle Quarter Program (BMQ in short) for new joiners. This program is jointly conducted by many of our managers who will impart their knowledge and skillsets to the trainees over the period.  

Rely on Traditional Marketing for Lead Generation?

Sick of cold calling?

Financial professionals are increasingly integrating social media as the core element of their marketing efforts.

Instead of the traditional marketing way of lead generation that can be costly, online lead generation has revolutionised how we reach out to new customers and encourage them to buy our product or service.

Our firm is at the forefront in imparting the online lead generation strategies and tools to our financial consultants.

Lack of proper training and coaching by Firm/Manager?

How we support your professional learning

It is essential to join a firm with an established training program for new joiners.

In Financial Alliance, our New S.T.A.R Journey Career Progression Framework for new consultants consists of 12 specially curated modules. Besides introducing the consultants to Financial Alliance Family, the other modules aim to give new consultants a comprehensive overview and to train them to use Financial Alliance’s ACSIS eco-system.

No Product Comparison Support?

Provide the best to your client

Many financial consultants were confused or paralyzed by the plethora of financial products out in the market. Most Financial Consultants out there have to manually dissect the information personally or at a team level.

In Financial Alliance, we have a Wealth Management Team who handles our LIME Portal (Life Insurance Made Easy). LIME, is essentially a platform that segmentizes every insurance class. It allows consultants to provide a concise summary of all the different insurers’ plans and clients can instinctively pick out what is best value for themselves, be it the whole life, term, or an endowment, or investment linked plans.

Zero-Breakthrough in business?

How we can help

The pandemic created permanent changes in the way we live, work and operate our businesses. Our firm has met hundreds of applicants over the past 2 years.

Many financial professionals’ careers have come to a standstill and experienced numerous challenges. Contact us for a non-obligatory private discussion where our corporate personnel can better understand your requirements and pain points. With the right platform and mentor, you will be able to achieve breakthroughs in this financial advisory business.

Accelerate Your Career with the Largest Independent Financial Advisory Firm in Singapore

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