Zhang Xueyong

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Zhang Xueyong

MAS Rep No. ZX-300311566
Financial Advisory Manager

新加坡保险.投资.信托等全球资产配置,

让您财务更健康.人生更丰盛(Make life great again with financial fitness).

微信xyzupup, 微信公号:zhihuiwealth, LinkedIn : www.linkedin.com/in/zhangxueyongrocky

 

移民定居新加坡的中国人,基督徒;生活简单,愿意帮助他人,喜欢运动;恪守诚信、荣神益人!

Living in Singapore, Christian. Simple life, willing to help others; I like sports; I believe in integrity, sincerity, benefiting people and the glory of God.

目前在新加坡做金融理财师,持新加坡金管局金融牌照的独立财务规划顾问(IFA),服务包括新加坡保险,全球基金债券投资,家族信托等全球资产配置

Currently a licensed financial adviser representative in Singapore focusing on financial advisory services such as family trust, insurance, investment, financial planning, etc.

在新加坡最大的IFA公司financial alliance做财务规划经理,擅长大额保单实操、保险规划、退休规划、基金投资建议、遗嘱和家族信托安排等

As a financial advisory manager in the largest IFA in Singapore, I specialise in insurance planning (especially policies with large amounts), retirement planning, investment, estate planning (wills & family trust), etc

我的愿景是让财务更健康、人生更丰盛。My vision is to make life great again with financial fitness.

我的使命是帮助客户建立正确的理财观和方法论,实现财富健康。My mission is to help people develop the right financial and investment mindset, and find the right way to grow wealth to be financially FIT.

 

我们的定位:

我们为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

  1. 保险板块(Insurance sector)
  2. 投资板块(Investment sector)
  3. 传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:新加坡最大的独立理财顾问公司 Financial Alliance ,十五年经验. 我们公司的业务伙伴️:

  • 15家寿险公司
  • 31家普通保险公司(意外险、火险、工程险、车险、旅游险这些叫普通保险即GI),
  • 4家基金交易券商平台(Havenport,iFAST, FAME, Navigator)
  • 70多家国际和本地基金公司(1000多只全球市场基金),
  • 16家房贷银行(房贷推荐)
  • 2家家族信托公司(推荐)

In short 简而言之, Financially FIT

FIT  财务规划,量身定制,财务健康,财务自由

F:  Financial Service财务服务 (理财规划、投资咨询)

I:   Insurance 保险 (代理15家寿险公司,多选择、有对比)

T:  Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)

2016

Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)

Million Dollar Round Table (MDRT)
百万圆桌俱乐部会员

Top New Rookie Consultant of the Year
最佳新人奖

  • Bachelor Degree in Engineering
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