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Discover how quality advice can help you go further and reach your dreams sooner.

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Meet Your #ChooseQuality
Financial Adviser Representative


Chan Wen Li Winnie

Wealth Advisory Director


 
About Chan Wen Li Winnie

Winnie Chan is a Certified Financial Planner (CFP) and MDRT Court of the Table qualifier (top 5% of advisers) with 15 years of experience in financial advisory services.

She specialises in helping doctors and high-income professionals build sustainable passive income, protect what they’ve worked for, and create a financial legacy for the people they love. Working across different insurers and investment platforms, Winnie focuses on finding the right fit for each client — not the other way around.

Her experience supporting clients through insurance claims has helped families access the financial protection they planned for, providing peace of mind during life’s most challenging moments.

Winnie was recognised as a Top 5 Weighted Premium producer at Financial Alliance in 2025 — out of close to 500 advisers — and received industry-level recognition for Top 3 Single Premium category Insurer award.

She has also brought financial education to organisations including Carousell Group, Singapore National Eye Centre, and Singtel.

Outside of work, Winnie stays active through regular gym workouts and is an accomplished pianist — recently attaining ABRSM Piano Performance Grade 6 (Merit).
She believes balance matters in finances, and in life.

Quality that Makes a Difference

Testimonials from Clients

  • “Winnie has been managing my financial matters since 2017, initially starting with some retirement planning, and gradually including all other financial aspects such as my investments, insurance, mortgage and even legacy planning. Winnie has proven to be a very reliable, responsive and respectful partner. She is accommodative of my schedule and pace, while providing the right balance of accountability check-ins. I definitely recommend Winnie to anyone who is looking for a Financial Advisor to look after your financial health for you.”

    Jeanne

  • “"Winnie Chan has provided excellent and timely advice to me for over 10 years. She has provided and excellent perspective on the best investment strategies that fits my needs.””

    PR Preiser

  • “Winnie is a reliable adviser who is knowledgeable & friendly. She helped us to optimize our resources to meet our financial goals, and helped out with any additional requests and questions we had. I would recommend her services.”

    Chit & Maw

Learn more about Chan Wen Li Winnie

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 Chan Wen Li Winnie

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