We provide financial advice to clients on retirement planning, investing for future, saving for education and life insurance protection. Upon meeting up with clients, we will complete a financial needs analysis and present them with customized financial proposals after discussing the insurance option that suit their needs. Our Financial adviser is licensed and regulated by the Monetary Authority of Singapore (MAS) under the Financial Advisers Act (FAA). Equipped with the latest product knowledge, we offer our clients specialized guidance and advice on areas of concern and empower people to live better lives.
Area of expertise
• Offering specialized financial guidance and advice
• Completing financial needs and analyses
• Creating and explaining customized plans
• Utilizing knowledge of tax investment strategies
• Assessing clients’ financial portfolios
• Analyzing clients’ risk
• Encouraging clients to invest for the future
Contact: Mr. Tang Weili
Email: weili.tang33@gmail.com
Quote (I-ASIA) for a up close & personal service
I-Alliance customer service contact : eric@i-alliance.com