FWD Life PA

Enjoy the peace of mind with protection from the unexpected in life - especially during your golden years.


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Comprehensive Protection for Your Whole Life

 


Terms and Conditions apply.
Please refer to policy documents for details.

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Need Advice?

Meet Your #ChooseQuality
Financial Adviser Representative


Moonie Tan 陈玟霓

Financial Advisory Manager

About Moonie Tan 陈玟霓

I believe in walking the talk. I position myself as the 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝘁 anyone would turn to, for 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀.

My purpose is to provide clear, effective, and holistic financial consultation that empowers individuals and families to build, preserve, and enjoy their wealth with confidence.

How? I empower individuals to take control of their financial future: whether through building lifelong passive income, creating a debt-free retirement, or ensuring a lasting legacy for their loved ones.

As a Financial Services Manager, I also guide mid-career professionals in making a successful switch to the financial services industry. I mentor them to become self-employed, design their own income potential, and enjoy the flexibility of work-life balance.

My strongest forte lies in legacy and estate planning, where I walk the talk by applying the same strategies I share with my clients.

🔑 What does retirement mean to you?
– Becoming debt-free?
– Having enough passive income to sustain your lifestyle for life?

If you’re ready to explore financial freedom or a purposeful career in financial services, let’s connect.

My personal achievement: I achieve personal financial freedom at the age of 30.

Frequently Asked Questions

By definition, a FA firm is one that sells the products from more than one insurer or business partner.

However, you should consider whether the FA firm can ensure that financial advice given is free from the undue financial influence.

Ever since our founding more than two decades ago, Financial Alliance is committed  to offer impartial and client-centric financial advice.

We have your best interest at heart and will leave you to make your decision.

If suitable and impartial financial advice is what you seek, then you should only engage a trusted FA firm.

At Financial Alliance, we are dedicated to offering our clients the best financial advice.