About Financial Alliance
Managed by industry veterans and experts, we deliver impartial and comprehensive financial advice aligned to clients’ interest and customised to clients’ needs.
Supported by robust and thorough wealth management research & support, we empower our clients to gain access to best-of-breed financial products and services, be it life insurance, general insurance, investment, estate planning, etc.
Financial Alliance by the Numbers
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Years of Experience
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Financial Consultants
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Active Clients
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Assets Under Advice
Our Guiding Philosophy
The one word to describe Financial Alliance - progress. I like to use 'progress' instead of 'success' or 'achievement' because it is a journey. A progressive culture is the only thing we need. As long as we continue to have this progressive culture, everything will fall into place.
Vincent Ee, Financial Alliance Co-Founder
Awards + Recognition
Over the years, Financial Alliance has received numerous awards in recognition of our commitment and achievements as an independent financial advisory firm.
Our Vision
“To be the guiding star in the eyes of our clients, and the inspiration for the Financial Advisory industry in the region.”
Our Mission
“With a dedicated & competent team, we relentlessly champion purposeful financial advice for our clients and elevate life quality for all.”
Company Milestones
Established in 2002, Financial Alliance is an award-winning independent financial advisory firm with more than 180,000 clients. Over the years, Financial Alliance has achieved many milestones.
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2024
- FAPL’s Assets Under Advice (AUA) crossed SGD $1 billion.
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2021
- Began Registered Fund Management Company activities
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2020
- Moved to new office at Gateway West, Beach Road
- Instant adoption of non-face-to-face financial advisory client engagement enabled our clients’ needs to be served during Circuit Breaker and the ensuing period of prolonged social restrictions
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2019
- FPAS Financial Planner Award 2019, Financial Advisory Corporate Winner
- Launched Life Insurance Made Easy (LIME) which is a portal for our consultants that encapsulates our support systems and information for life insurance related matters
- Launched Improved Integrated Business Operations Support System II
- Won Brands for Good 2019 – Champion for Workplace & People Development
- Won Brands for Good 2019 – Honouree for Community; Social Giving & Engagement
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2018
- Ranked in Singapore SME 1000
- International Adviser Best Practice Adviser Awards 2018 – Excellence in Marketing
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2017
- Held Symphony of the Heart concert (part of our 15th Anniversary celebrations) in support of Willing Hearts and Singapore Wind Symphony
- Successfully renewed the dual SQC Star and People Developer statuses
- Ranked in Singapore SME 1000
- Marketing Institute of Singapore – Most Popular Brand on Social Media (Financial Advisory) Award
- Marketing Institute of Singapore – Best Mobile App User Experience Award
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2016
- Ranked in Singapore SME 1000 for 6 consecutive years.
- Won Silver for Most Preferred Financial Adviser from ShareInvestor Awards.
- Launched Financial Compass mobile application to help consumers in plan and obtain retirement planning solutions.
- Launched Company-wide Portfolio Mass Rebalancing capability to better manage clients‘ investments and respond faster to market movements.
- Launched Managed Account Solution with Havenport to extend a new service capability to customers.
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2015
- Ranked in Singapore SME 1000
- Introduced the 101 ILP Recommendation to expand a new product
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2014
- Extended our business to Malaysia
- Adopted Core-satellite approach for our Model Portfolio to minimise portfolio volatility while allowing portfolio to outperform the stock market
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2013
- The full roll-out of e-Financial Compass to facilitate paperless advisory documentation and electronic submission for supervisor approval
- Launched Shariah-Compliant Portfolios to give Muslim clients Islamic investment options
- Launched a series of free open-to-public seminars to encourage the public to look after their financial and physical health
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2012
- Ranked in Singapore SME 1000
- First and only IFA firm to be awarded the SQC Star* status
- Created Auto Quote System (“AQS”) to gather quotes from various general insurance companies, such as motor insurance companies
- Celebrated A Decade of Distinction (2002 – 2012)
- Upgraded Investment Experience Questionnaire to Customer Knowledge Assessment (CKA) to better assess clients’ ability in understanding financial solutions
- Developed the Product Suitability Assessment (PSA) frameworkto assess if client’s intended investment is suitable, based on his/her current financial position
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2011
- Full Scale Corporate Brand Facelift
- Established the Financial Alliance Islamic Wealth Advisory (“FAiWA”) Division to provide Muslim clients with financial planning and wealth management services
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2010
- Acquired another financial advisory firm and significantly expanded market presence
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2009
- Became a Singapore SME 500 firm
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2008
- Became the only IFA firm to attain the Singapore Quality Class (“SQC”) and People Developer statuses
- Enhanced protection on clients by setting a compulsory “Education Level” to ensure that clients understand the recommendations and product disclosures given
- Adopted the 4-Stage Market Recovery Model to educate practitioners and clients about current market positions and brace themselves for the future
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2007
- Became the first IFA firm to win the Asian Management Association’s Professional Enterprise Award
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2006
- Created the Integrated Business Operations Support System (“iBOSS”) – a database that provides administrative supports, and allows FARS to access information about business activities, client’s details and upcoming events
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2005
- Created the first Life Insurance Product Comparison Databank, which compares hundreds of life insurance products from numerous insurers
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2004
- Became the first IFA firm to create the Unit Trust Fund Selector to compare diverse funds to meet client’s needs
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2002
- Established as an Independent Financial Advisory (“IFA“) firm which aligns the company to client’s needs