
Simple. Optimistic. Uncomplicated. Liberalistic. Practical Minimalist.
I started my financial planning career 12 years ago, after 10 years in the landscaping industry. What I realize after years as a financial planner, plants and people are similar. Both require time, TLC and correct environment to grow and thrive well.
I make these factors the guiding principles in my work. I spend time understanding my clients and their needs, helping them understand complicated financial issues, before providing them with solutions that are customized to their needs. My clients appreciate the way I simplify matters and help them see things from another angle. We continue to grow our business relationships to friendships.
I also enjoy learning and make lifelong learning a part of my life as I believe I don't know what I don't know! Sharing my knowledge with people who appreciate and value them is my passion!
“Professional and ethical attitude that is not centered upon sales target and recurring income. This will ensure that I’m only covered with the appropriate protection and policies that is suitable for me.”
Joseph Sim“I've known Chloe for a long time, and glad to have her as my agent. She is not one who 'disappears' after you purchase your policy. Appreciate the fact that she goes the extra mile in cust service eg sending payment reminders via WA, updating me about my policy on WA, and always remain helpful and approachable when I have qns abt my policies. ”
Trina“Chloe has been my financial adviser for 10 years. She is very sincere and trustworthy. She will only recommend policies and investment plans which best suit your needs after seriously taking into consideration your risk appetite and budget. She is knowledgeable and keeps herself updated with the industry developments and hence able to provide up-to-date advise when needed. I would highly recommend Chloe to anyone who require expert financial advise. ”
Ong DechangTrusted by 120k+ Clients in Singapore
with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
clients and growing
financial adviser representatives
years in business
assets under advice
An in-depth insurance portfolio review with Sim Geok Kheng Chloe could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.