About

Financial Alliance

Group

Corporate Overview

Financial Alliance is Singapore's leading and award-winning Independent

Financial Advisory Firm.

We offer our individual and corporate clients a unique, unbiased and

meaningful one-stop experience in financial advisory services. Our wide

range of wealth management and financial planning solutions is second

to none.

Our entire team shares a pro-client outlook, and our corporate

infrastructure is designed to reflect this. We are proud of our

uncompromising stand on competence and professionalism.

Over 60,000 clients reap tremendous value and achieve peace of mind

from of our financial advice that is specifically aligned to their needs and

goal

MILESTONE

2014 • Created Electronic Financial Compass (eFC)

2013 • Set up FA Advisory Sdn Bhd, a financial advisory firm in Malaysia

2012

• Became a top IFA firm in Singapore

• First and only IFA firm to be awarded the SQC Star* status

• Created AQSTM

• Launched Private Wealth Management Unit (PWM)

2011• Full Scale Corporate Brand Facelift

• Established the Financial Alliance Islamic Wealth Advisory ("FAiWA") Division for Muslim clients

2010• Acquired another financial advisory firm and expanded market presence

• Created iDMTM

2009 • Created AutoCueTM

2008 • Only IFA firm to attain the Singapore Quality Class ("SQC") and People Developer status

2007 • First IFA firm to win the Asian Management Association’s Professional Enterprise Award

2006 • Created Integrated Business Operations Support System ("iBOSSTM”)

2005 • Created first Life Insurance Product Comparison Databank ("IPCTM Databank”)

2004 • First IFA firm to create Unit Trust Fund SelectorTM

2002• Established as an Independent Financial Advisory ("IFA") firm

• Created Financial CompassTM

Awards and Accolades

Ranked within the

Singapore SME 500 listing

Awarded

Singapore

Quality Class Star

Became the first and only Financial

Adviser Firm in Singapore to achieve

both the Singapore Quality Class and

the People Developer Status

Ranked within the Singapore

SME 1000 listing (2011 – 2013)

Became the first IFA firm ever

to win the Inaugural

Professional Enterprise Award,

Prestige Category

AdvisersFinancial

InstitutionsClients

OUR VALUE - We are independent and we represent our client

Current Assets

Current Liabilities

Current Age

Financial Goals•Comfortable retirement life•Provide decent lifestyle to family •Good children education•Provide sufficient financial support in the event of premature death/ permanent disability/ critical illness.

Navigating Your Financial Future Using Financial Compass and 5 Pillars of Wealth

Legacy Assets

Future Assets

•Cash•CPF•Stocks•Unit Trusts•Endowment Policies•Properties•Business

Retirement Age

WEALTH ENHANCEMENT1. Understand Risk2. Achieve Consistent

Return as little Volatility as possible

WEALTH DISTRIBUTION

• What• Who • When• How

WEALTH PROTECTION

1.Economical Risk• Financial Crisis2.Living Risk• Premature Death• Permanent Disability• Diagnosed Dreaded

Disease

INCOME

TIME

WEALTH ACCUMULATION

• Objectives• Capital and

Savings

WEALTH MAINTENANCEExpenses•Tax•Loans•Dependents

Advisory and Solution

WEALTH MAINTENANCE WEALTH PROTECTION WEALTH ACCUMULATION + WEALTH ENHANCEMENT

WEALTH DISTRIBUTION

SOLU

TIO

NA

DV

ISO

RY

• Cash Flow Management• Net Worth Analysis• Investment Risks Profiler• Loan Planning• Tax Planning

• Accident/ Hospitalisation Needs Analysis

• Liabilities Cancellation• Income Replacement

Planning

• Child Education planning• Pre-retirement planning• Investment Portfolio

Management

• Post-retirement Planning• Investment Portfolio

Management• Estate Planning

• Financial Health Check • Life insurance• General insurance

• Unit trust• Insurance UT Wrapper

• Unit trust• Life insurance• Will writing• Living or testamentary

trust• Buy & sell agreement

Wealth Protection – Life Insurance

Client

AdviserIndependent Financial Adviser

Wealth Protection – General Insurance

Client

Independent Financial Adviser

Wealth Accumulation + Wealth Enhancement

Client

Model Portfolio

Independent Financial Adviser

Loan Products

Client

AdviserIndependent Financial Adviser

SUPPORT

5 Pillars of Wealth

WEALTH MAINTENANCE WEALTH PROTECTION WEALTH ACCUMULATION + WEALTH ENHANCEMENT

WEALTH DISTRIBUTION

Start Finish

SUPPORT

WEALTH MANAGEMENT ADVISORY PROCESSES AND RESEARCH

PROCESS - Wealth Accumulation and Investment Advisory

SUPPORT - Financial Education Seminar