about fa singapore - seminar
TRANSCRIPT
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