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Financial Alliance
  • Home
  • About Us
    • Our Company
    • Our Values
  • Our Services
    • Our Approach
    • Services for Individuals
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    • Our Business Partners
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Investment Planning

Investment planning is critical to achieving financial security in retirement. It involves analysing your current financial situation, setting goals and priorities, and choosing investment vehicles that align with your goals.

Financial Alliance > Investment Planning
singapore city area
10
Mar
By: Thinking Notes Blog, Investment Planning No Comments

What should Foreign Investors know about Singapore REITS?

Contributed by Kenny Loh, Associate Wealth Advisory Director, Financial Alliance Pte Ltd(The contributor can be contacted at kennyloh@fapl.sg) Singapore Real Estate Investment Trusts (REITs) are a popular investment vehicle for foreign investors looking to gain

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03
Feb
By: Business Development Blog, Investment Planning No Comments

2023: Uncertain future but with it comes good opportunities

After a torrid 2022, the first few weeks of 2023 have seen strong gains across the board for equity – and even bond – markets.

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featured image_bond market
15
Jul
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

Bond 101: 5 Things You Need to Know – What is a Bond?

This is the first of a series of articles to help you gain a basic understanding of bonds as an asset class and its role in portfolio planning.

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featured image_time investment
12
Jun
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

Time: The Long-Term Investor’s Best Friend

Long-term investors can do well to put time into consideration when investing.

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Golden Bitcoin Coin and mound of gold. Bitcoin cryptocurrency. Business concept.
28
Jan
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

The Gold Cabinet Bitcoin Debate

The debate on whether bitcoin will replace gold as the premier safe haven/store of value investment looks to be gathering steam.

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Outlook 2021 - FA Wealth and Investment Planning
05
Jan
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

Outlook 2021: Stretching the Rubber Band (Even) Further

Today we live in a world in which it gets progressively harder to reconcile from an economic-versus-financial standpoint.

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featured image - How to Meet Your Financial Goals: 6 Simple Ways to Start Now
11
Nov
By: Financial Alliance In-house Experts Blog, Investment Planning, Retirement Planning, Saving Plan No Comments

How to Meet Your Financial Goals: 6 Simple Ways to Start Now

The first step to financial freedom lies in setting realistic financial goals. Here’s everything you need to know about your road to independence.

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Featured image - Our Preferred Investment Strategy in Today’s Market
24
Apr
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

Our Preferred Investment Strategy in Today’s Market

One of the most frequent questions asked nowadays is, “Has the market bottomed or will it go lower?”. This comes after global indices fell on average by 30% in March, only to recover more than

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woman in red holding a pile of gold coins to prepare for retirement in singapore
20
Feb
By: Financial Alliance In-house Experts Blog, Investment Planning, Retirement Planning No Comments

A Good Fund for Retirement in Singapore Isn’t an Option but a Must: A Guide for 20 Something Year-Olds

Retirement in Singapore isn’t something that’s on the minds of most people in their 20s, but it’s actually something that you need to start paying attention to — now.

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17
Feb
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

Outlook 2020: Shutdown risk a major concern

Contributed by Sani Hamid, Wealth Management Director, Financial Alliance Pte Ltd (The contributor can be contacted at sanihamid@fa.sg) This article is a concise version of a report released Feb 7 At the start of the

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23
Sep
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

Recession-proof Your Portfolio in 5 Steps

Contributed by Sani Hamid,Wealth Management Director, Financial Alliance Pte Ltd (The contributor can be contacted at sanihamid@fa.sg) In recent months, talk of a recession has been gradually increasing on the back of deteriorating global macroeconomic

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28
May
By: Financial Alliance In-house Experts Blog, Investment Planning No Comments

4 Pains of Investing in REITs, and How to Get Rid of Them

Contributed by Kenny Loh, Senior Consultant & REITs Specialist, Financial Alliance Pte Ltd (The contributor can be contacted at kennyloh@fapl.sg) A real estate investment trust (“REIT”) is a popular asset class among income seeking investors due

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Estate Planning Partners

  • ANZ Singapore
  • Citibank Singapore
  • CIMB Bank
  • DBS
  • HSBC Bank
  • Hong Leong Finance
  • Lloyds TSB Bank plc
  • MayBank
  • OCBC
  • POSB
  • RHB
  • Sing Invt & Finance
  • Standard Charterd
  • State Bank of India
  • UOB
  • Westpac Bank

Loan Referral Partners

  • Falco Heritage Pte Ltd
  • Barakah Capital Planners
  • ChrisChong & CT Ho LLP
  • Kensington Trust Group

General Insurance Companies

1. Havenport Investments Pte. Ltd.
2. iFAST Financial
3. Navigator Investment Services Ltd
4. Phillip Securities Pte Ltd
5. APS Asset Management Pte Ltd
6. ARA Asset Management Limited
7. Aberdeen Asset Management Plc
8. Aberdeen Standard Investments (Asia) Limited
9. AllianceBernstein (Singapore) Ltd. (”ABSL”)
10. Allianz Global Investors Singapore Ltd
11. Alquity Investment Management Limited
12. Amanah Mutual Berhad
13. Amundi Singapore Limited
14. Aviva Investors Asia Pte Ltd
15. BIMB Investment Management Berhad
16. BNP Paribas Investment Partners Singapore Ltd
17. BNY Mellon Investment Management Singapore Pte. Limited – MGF
18. BlackRock (Singapore) Limited
19. Canaccord Genuity Wealth (International) Limited
20. CIMB-Principal Asset Management (S) Pte Ltd
21. China Asset Management & Hong Kong Limited
22. Columbia Threadneedle Investments (OEIC)
23. Dimensional Fund Advisors Ltd
24. DWS Asset Management (Asia)
25. Duxton Asset Management Pte. Ltd.
26. Eastspring Investments (Singapore) Limited
27. Fidelity International
28. First State Investments (Singapore)
29. Franklin Templeton Investments
30. Fullerton Fund Management Company Ltd – Fullerton Lux Funds
31. Fundsmith LLP OEIC
32. Fundsmith LLP SICAV
33. Golden Assets International Investment Pte Ltd
34. Havenport Investments Pte Ltd
35. Hang Seng Investment Management Limited
36. HSBC Global Asset Management (Singapore) Limited
37. IFAST Pte Ltd
38. Janus Henderson Global Investors (Singapore) Limited
39. H20 Asset Management
40. NN Investment Partners
41. J.P. Morgan Asset Management
42. Jupiter Asset Management
43. Kotak Mahindra (UK) Limited
44. Legg Mason Asset Management Singapore Pte Ltd
45. Lion Global Investors Limited
46. Lyxor International Asset Management
47. Merian Global Investors Series plc
48. Man Investments Limited
49. Manulife Asset Management (Singapore) Pte Ltd
50. Matthews Asia Funds
51. Maybank Asset Management Singapore Pte Ltd
52. Montreux Capital Management
53. Natixis IF Dublin
54. Natixis Investment Managers
55. Neuberger Berman Investment Funds Plc.
56. Nikko Asset Management Asia Limited
57. Old Mutual Global Investors (Asia Pacific) Ltd
58. Ostrum Asset Management Asia Limited
59. PIMCO Funds: Global Investors Series plc
60. Phillip Capital Management
61. PineBridge Investments Ireland Limited
62. PineBridge Investments Singapore Limited
63. Platinum Capital Management Ltd
64. Principal Asset Management (S) Pte Ltd
65. RHB OSK Asset Management Pte Ltd
66. Robeco (SAM)
67. Russell Investments Limited
68. SHK Fund Managment Limited
69. Schroder Investment Management
70. State Street Global Advisors
71. SPDR State Street Global Advisors
72. Swaen Capital
73. Superfund Financial (Hong Kong) Ltd
74. Tranen Capital Public Investment Fund Ltd
75. UBS Asset Management (Singapore) Ltd
76. UOB Asset Management
77. Vanguard Investments Singapore Pte Ltd
78. Wells Fargo Funds Management LLC

General Insurance Companies

1. Aetna Insurance (Singapore) Pte Ltd.
2. AIG Asia Pacific Insurance Pte Ltd
3. Allianz Insurance Company of Singapore
4. Allied World Assurance Company, Ltd (Singapore)
5. AIA Singapore Pte Ltd
6. Aviva Limited
7. AXA Insurance Pte Ltd
8. Berkshire Hathaway Specialty Insurance Company
9. China Taiping Insurance (Singapore) Pte Ltd
10. Chubb Insurance Singapore Limited
11. CIGNA International
12. Delta Insurance Singapore Pte Ltd
13. ECICS Limited
14. EQ Insurance Company Ltd
15. ERGO Insurance Pte Ltd
16. Etiqa Insurance Pte Ltd
17. Great American Insurance Company
18. Great Eastern Life Assurance Co. Ltd
19. Great Eastern General Insurance Limited
20. HL Assurance Pte Ltd
21. India International Insurance Pte Ltd
22. Liberty Insurance Pte Ltd
23. Lonpac Insurance Bhd
24. MS First Capital Insurance Ltd
25. MSIG Insurance (S’pore) Pte Ltd
26. NTUC Income Insurance Co-Operative Ltd
27. QBE Insurance (International) Ltd
28. Raffles Health Insurance Pte Ltd
29. Sompo Insurance Singapore Pte Ltd
30. Tokio Marine Insurance Singapore Ltd
31. Tokio Marine Life Singapore Ltd
32. Zurich International Life Limited
33. Zurich Insurance Co Limited

Life Insurance Companies

  • AIA Singapore Pte Ltd
  • Aviva Limited
  • AXA Insurance Pte Ltd
  • China Life Insurance (Singapore) Pte. Ltd.
  • China TaiPing Insurance (Singapore) Pte Ltd
  • Etiqa Insurance Pte Ltd
  • Friends Provident International
  • HSBC Insurance (Singapore) Pte. Limited
  • Life Insurance Corporation (Singapore) Pte Ltd
  • Manulife (Singapore) Pte Ltd
  • NTUC Income Insurance Co-Operative Ltd
  • Quilter International
  • Raffles Health Insurance Pte Ltd
  • Singapore Life
  • Swiss Life Global Solutions
  • Tokio Marine Life Insurance Singapore Ltd
  • Transamerica Life (Bermuda) Ltd
  • Utmost Worldwide Limited (S’pore Branch)