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Financial Alliance

Financial Advisor

Managed by industry veterans and experts, they deliver impartial and comprehensive financial advice aligned to clients’ interest and customised to clients’ needs.

ABOUT

• Largest independent financial advisory (“IFA”) firm in Singapore
• Distribute the widest range of financial planning & management products
• Extensive & supportive platform for advisory practitioners to offer holistic and purposeful financial advice
• Deliver comprehensive and high quality financial advice aligned to clients’ interest, supported by robust & thorough wealth management support
• Fintech & innovation-driven to deliver client experience

Financial Alliance

Vincent Ee
Co-founder

FACTS

Founded 2002
Ownership Private
Presence Local
No. of employees 300+
Country of origin Singapore
Asia offices in SG
Fee class $ $ $ $ $
Suitable for clients with Under US$1 mil

SERVICES

Advisory Investment Management

Advice provided is independent

Advice is free from product bias and product provider bias

Insurance

Wealth Planning

WEALTH'S OPINION

Financial Alliance feels passionate about their 'Independent' status. They work with over 130 different, third party service providers, ensuring that they always have a good fit for every client profile and service need.

Another interesting note is that they invest significantly in to building their own in-house technology, which shows a long term commitment to providing their clients with useful tools and a better service than the average.

With over 15 years experience and offices in Singapore and Malaysia, they are a leading choice for those clients seeking full wealth management and advice services.

Why Choose Financial Alliance?

1

Regional

Their presence in Singapore and Malaysia gives them an edge in understanding local financial advisory issues.

2

Independence

They are strong upholders of their independent, unbiased, service for their clients.

3

Award Winners

Winners of multiple enterprise and employee development awards in Singapore.

Financial Alliance

Managed by industry veterans and experts, they deliver impartial and comprehensive financial advice aligned to clients’ interest and customised to clients’ needs.

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