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Financial Adviser Representative


Yin Ni

Financial Advisory Manager


 
About Yin Ni

殷妮 | 新加坡跨境財富规划师

专业背景

作为 Financial Alliance（新加坡最大独立理财咨询公司）的资深顾问，我拥有15 年新加坡在地经验和丰富的财富管理实践。在加入金融行业前，我曾在全球 50 强科技企业工作 8 年，这段经历让我深刻理解科技精英和新加坡新移民的财务需求和挑战。

过去 5 年，我已成功服务超过 1500+ 家庭的财富规划需求，帮助他们改善财务状态并达成财务目标。我持有多项国际认证，包括新加坡跨境财富规划师、国际金融理财师(AFP®)、国际遗产规划师(AEPP®)和Fee-Based咨询顾问资格。

专业服务

我专注于为客户提供全方位的财富管理解决方案，包括：

- 全球资产配置规划：根据客户风险偏好和目标，设计多元化的全球投资组合
- 家族财富传承方案：通过专业工具和策略，确保财富顺利传承给下一代
- 退休财务规划：量身定制退休策略，优化CPF和SRS，确保退休生活无忧
- 保险组合优化：分析现有保障，消除重复覆盖，填补保障缺口
- 个人所得税筹划：合法优化税务结构，最大化税后收益

服务理念

我的服务建立在三个核心价值观之上：

1. 专业定制：每位客户都获得完全个性化的财务方案，而非标准化产品
2. 长期陪伴：我注重与客户建立长期信任关系，随时调整策略以适应人生变化
3. 简明透明：我以简单直接的沟通风格，确保客户完全理解每个财务决策

客户群体

我目前主要为这些客户群体提供咨询服务：
- 科技行业精英和企业管理层
- 高收入专业人士
- 新移民家庭
- 成功创业者
- 关注财富传承的家庭
- 新加坡本地企业

联系方式

- WhatsApp：+65 92399908
- 电子邮箱：yinni@fapl.sg
- 微信：Yinni-sg
- LinkedIn：https://www.linkedin.com/in/ni-yin/
- 官方主页：https://engage.fa.com.sg/yinni/
- 预约咨询：https://wa.me/6592399908

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.

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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 Yin Ni

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