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彭歌佳 Gothia Peng Gejia

Associate Wealth Advisory Director


 
About 彭歌佳 Gothia Peng Gejia 
我是彭歌佳（Gothia），现任新加坡顶尖独立理财机构 Financial Alliance（鑫盟理财）Associate Wealth Advisory Director。拥有超过10年财富管理经验，持有新加坡保险学院的个人财务规划学位，以及新加坡银行与金融学院的高级认证。

【深耕新移民，洞察复杂需求】
在9年的头部寿险公司经历与多年的全方位理财咨询实践中，我已深度服务超过 600位新移民个人与家庭。我深知高净值人群在面对跨国资产配置、身份规划及家庭保障时的复杂性。我不仅提供保险方案，更致力于为您构建全生命周期的财务防御体系。

【我能为您解决什么？】
全市场精选: 摆脱单一公司束缚，在新加坡全市场筛选最优资产配置与保障方案。
资产保全与传承: 针对高收入家庭，设计合规的财富隔离工具，确保财富定向传承。
理赔与后续服务: 丰富的理赔实操经验，让您的保单在关键时刻发挥最大的杠杆效应。

【我的哲学: 长期主义的陪跑者】
我始终秉承“真诚、中立、负责”的原则。对我而言，您不仅是客户，更是共同成长的朋友。我承诺提供量身定制的动态财务回顾，确保您的财富计划能随人生阶段灵活调整。

【联系方式】
期待与您深度对话，开启您的财富增值与守护之旅。 WeChat：Gothia 电话：82685431

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  • 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.

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130,000+

clients and growing

450+

financial adviser representatives

23+

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$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 彭歌佳 Gothia Peng Gejia

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