Introverted, introspective and inexperienced, I took a big leap of faith to join the financial advisory sector from the social service sector.

In Financial Alliance, I found the perfect nurturing environment to learn meaningful new skills. Driven by my sheer will to dive deep into financial planning to benefit my family and friends, I forged a successful career for myself within a few short years. And this is just the beginning.

The independent unbiased advisory model serves to meet clients’ needs first and to always look for the best solution for them.  

My greatest fulfillment is the ability to give unbiased good advice to clients and not be restricted in corporate life.

I have been a financial planner with another large financial advisory firm for 7 years, I picked Financial Alliance to be the platform to achieve my next breakthrough.

In Financial Alliance, I am happy that the in-house fintech innovations and productivity system empower me to serve my clients effectively and efficiently, allowing me to do more or spend more time with my family.

Financial Alliance has a culture of putting priority on clients' interests and a culture of sharing and mutual support which are much aligned with my own personal values.   

My learning curve for the financial industry would have been much steeper if not for Financial Alliance's productivity apps, FinTech capabilities and robust support from the Wealth Management Team.

One of the most compelling reasons I joined Financial Alliance, is our IPC (Insurance Products Comparison) module, which has now been further enhanced to what we know as, LIME (Life Insurance Made Easy). With more than 12 years of experience as a FAR myself from another large FA firm, I typically have no issues in marketing life insurance products, but after taking a break from the industry for a few years, many life insurance products have evolved, especially in areas of critical illness and the ever-changing IPs.

IPC has turbocharged my relearning curve and even empowered me to close a large suite of life insurance products within two months from getting contracted. Now with LIME, I can channel even more time closing deals in front of my clients, instead of doing analysis in front of the screen. Digitalisation is a huge enabler in our industry, and Financial Alliance has been very much ahead of the curve.

The excellent operations support and proprietary business tools provided by Financial Alliance has (enabled / empowered) me to serve my clients professionally and build my business practice with integrity and confidence. With FAPL, I know I am doing GOOD, doing RIGHT and doing WELL!