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


Sissi Goh Yan Xi

Senior Financial Advisory Manager

About Sissi Goh Yan Xi

Sissi is a renowned legacy planner based in Singapore, specializing in intergenerational wealth planning and bespoke family office services. Her career spans both New York and Singapore. With extensive experience in hedge fund consulting and private wealth management, she provides professional advice to high-net-worth families.

She graduated from Columbia University in the United States with a Master’s degree in Public Administration, specializing in international finance and economic policy. Her focus is on wealth and family succession planning, and she holds multiple international professional certifications. These include: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Legacy Planning Advisor (CLPA), Certified High-Net-Worth Client Advisor, Certified Family Office Advisor, and more.

She is an official member of the Society of Trust and Estate Practitioners (STEP), the most reputable global organization in its field; and she is the youngest founding member of the Asia Estate Planning Association (AEPA).

As an award-winning author and TEDx speaker, she wrote the acclaimed book Wealth Management Isn’t Just for the Rich. Her TEDx talk, titled How Not to Lose the Billion Dollars You Didn’t Know You Had, was described by the TED Global Committee as “timely and valuable” and has received 570,000 views. She later published a book with the same title, which received a prestigious award in wealth succession planning. Her financial articles have been selected as training material for financial advisors in Singapore and have been featured on CNA and Money FM, Singapore’s most reputable financial radio stations. 

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.