Individual Financial Advisory

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Financial Alliance > Individual Financial Advisory

Individual Financial Advisory

Dedicated to protecting and growing the wealth of our clients, Financial Alliance offers the following financial consulting services that fit perfectly with your financial needs and wants, regardless of your background and phase in life.

Personal Financial Advisory

Provides everything from wealth protection to retirement planning and will writing.

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Financial Alliance is a one-stop centre for delivering multiple financial advisory and consulting solutions to meet your needs at different stages of your life, helping you fulfil your goals and achieve financial independence.

Retirement Planning

Would you agree that the only person who can take care of the older you in the future is the younger person you are now?

Child Education

Children bring us great joy as they discover the world around them

Family Income

Loved ones have to carry on no matter what happens

Major Illness

Protect yourself and your family against financial worries caused by ill health

Disability Income

Life is full of the unexpected, but you can choose to be prepared and remain in control

Saving Plan

Helping you achieve your goals at every stage in life

Investment Planning

Do you want your hard-earned money to work harder for you?

Will & Estate

“You can’t take it with you… But, you can choose who gets it and who doesn’t.”

Home Ownership

Ensure your loved ones will always have a roof over their heads

Hospital & Surgical

Protect yourself with an affordable health plan now before the unthinkable happens.

General Insurance

Get a peace of mind with a variety of general insurance made available to cater to your various insurance needs.

CPF Investment

Milk your CPF funds for all they are worth

Private Wealth Advisory

Provides everything needed to maximise the wealth of individuals with high net worth.

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We offer various private wealth advisory and consulting services to high net worth individuals.

In the area of wealth distribution, we work with several world class financial institutions to provide discreet trust solutions in estate planning. In addition, our financial consulting services include creating tailor-made financial protection plans to your specifications by working with insurance companies specialised in these areas.

To maximise returns on your assets, our consulting services empower you to benefit from a customised investment programme by matching your risk and return objectives to the best-of- breed investment products in the market.

By adopting an open architectural platform, we are able to work with the best Fund Management firms and other Alternative Investments providers. Our independent, objective and robust financial advisory process, coupled with our wide range of products, makes us the partner of choice in providing private wealth advisory services.

Islamic Wealth Advisory

Provides Islamic financial products that are in compliant or close to the Syariah law.

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Financial Alliance is a leader in providing Islamic Financial Planning and Wealth Advisory Services to individuals, corporations and institutions in Singapore:

  • Our Processes. We incorporate into our advisory processes key elements to reflect the unique needs of Muslim clients.
  • Our Products & Services. We provide a comprehensive suite of Islamic products & services, of which some are exclusive to us.
  • Our Partners. We provide our clients access to some of the most established names in the area of Islamic inheritance and Zakat.
  • Our People. We conduct in-house Islamic Wealth Management Certification and other training courses to enable our consultants to better serve their Muslim clients.

One Stop Centre

For all your Islamic wealth planning needs

Our Syariah Advisor

About Dr Mohamad Akram Laldin

Investment

Investment portfolios based completely on Syariah-compliant and preferred products

Protection

Personal or family protection needs that are acceptable or as close to Syariah as possible

Estate Planning

Customised solutions with respect to Islamic Estate Planning

Zakat Planning

Zakat calculation services for both individuals and businesses

SME & Institutions

Solutions for SMEs and institutions that are in-line or close to Syariah

Fee-Based Advisory

Provides a detailed report of your personal financial health to help you achieve your financial goals.

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Our fee-based advisory service helps you navigate your way to financial liberation. This financial consulting service addresses all aspects of wealth management and offers complete peace of mind as the recommended courses of action are what you need and not what financial institutions want to sell. Offered in a modular format, you can structure your fee-based advisory service – and report – to be as holistic as you like or as specific as you want.

Our professional planners are specially trained to advise you on all aspects of wealth management. To add further value to their recommendations, they are supported by the experts and dedicated systems in our centralised technical wealth management department that specialises in areas such as investment, insurance, estate planning and mortgages.

We are therefore proud to say that every layer of our advisory process is designed to ensure that our clients’ interests are not compromised.

Click HERE to find out more about our fee-based advisory service.

How Our Individual Clients Benefit

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Having unbiased financial advice customised to your circumstances and goals.

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Having the thousands of financial products available in the market narrowed down.

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Capitalising on suitable financial solutions

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Getting your financial plans reviewed and updated regularly.

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Accessing our in-house insurance and investment expertise to manage your wealth.

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Saving time and effort with the help of your one-stop fintech-enabled financial services capabilities

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Receiving tips on how to better manage your finances.