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Meet Your #ChooseQuality
Financial Adviser Representative


WU SHIWEI LOUIS

Financial Advisory Manager


 
About WU SHIWEI LOUIS

新加坡保险.投资.信托等全球资产配置,等全球资产配置, 一站式,专业,独立。

7年新中两地保险投资理财从业经验,倾听客户需求,私人定制每一位客户的财务计划;

我的信念:我们每个人都能通过合理的理财规划,实现财务安全,财务独立最终实现财务自由。

我的定位:

为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。

保险板块(Insurance sector)
投资板块(Investment sector)
传承板块(Estate planning sector)

新加坡金融管理局注册牌照金融公司:

新加坡最大的独立理财顾问公司 Financial Alliance(鑫盟理财) , 十八年经验. 我们公司的业务伙伴️:
19家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等)
4家基金交易券商平台(Havenport, iFAST奕丰, FAME, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
4家家族信托公司(推荐)

FIT 财务规划,量身定制,财务健康,财务自由
F: Financial Service财务服务 (理财规划、投资咨询)
I: Insurance 保险 (代理15家寿险公司,多选择、有对比)
T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)

预约 HERE

Quality that Makes a Difference

Testimonials from Clients

  • “Louis Wu Shi Wei is a remarkable financial advisor who provides effective financial solutions. I knew him more than 4 years. He takes care of my whole families’ policies. Me, my wife and my two children He has ability to address complex policies term into a simple way for understanding. What’s more , he keeps the same energy to serve us before we bought the policies and after that . I will recommend him to those whom needs professional financial advisor .”

    Htin Daing Aung (37 years old)
  • “Louis是专业强、且耐心的理财顾问! 他解决了我退休后的收入问题,让我和家人都感到非常安心。 耐心解答我的每一个疑问,多次上门,给我详细讲解方案细节,让我这个年纪大的人也能理解。 特别是在财富传承方面,他的建议非常实用,避免了未来可能出现的纠纷问题。 我会推荐他.”

    Mr Tan Boon Haw (74 years old)
  • “I am grateful to Louis for his patience and professionalism. As a senior client, sometimes may forget insurance policies details ,but Louis took the time to carefully review my existing policies and explain in a clear and simple way. He was always patient, even with the smallest claims, ensuring that I was well taken care of. His dedication and genuine care for his clients make him a trustworthy and reliable advisor. I have recommended him to my other 5 siblings , and also recommend to anyone looking for honest and thoughtful financial advice.”

    Mdm Teo Soo Guek (66 Years Old)

Learn more about WU SHIWEI LOUIS

Discover how
#ChooseQuality
benefits you

Trusted by 120k+ Clients in Singapore

Choose a Solid Track Record

With more than 23 years in Singapore, we are a trusted and proven partner to journey with you.

Choose Comprehensive Solutions

With a portfolio of more than dozens of insurers and fund houses, we implement the best solutions for you.

Choose Trusted Advice

Our representatives are backed by wealth management teams, proprietary tools, and marketing support.

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A track record of quality service

  • 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.

Quality by the numbers.

130,000+

clients and growing

450+

financial adviser representatives

23+

years in business

$1 billion+

assets under advice

Extensive Network of Business Partners

17 Life Insurers
36 General Insurance Partners
11 Investment Platforms
16 Financial Institutions
9 Estate Planning Companies
70 Asset Management Firms

#ChooseQuality with WU SHIWEI LOUIS

An in-depth insurance portfolio review with WU SHIWEI LOUIS could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.