Jacqueline started her financial planning journey with as an agent with a Tied Agency in 1997. Over time, as the insurance industry became more competitive and clients’ needs evolved, she saw the importance of improving customer experience by offering more well-rounded advice and customised products that would appeal to her clients at a deeper level.
In 2007, she joined Financial Alliance as an Associate Director as she is aligned with their vision of providing a service that is both balanced and unbiased. In doing so, she created an autonomous and productive team of her own.
Under her leadership, Jacqueline’s team grew in size and business has thrived. Today, she has 23 Advisory Associates under her management.
Perhaps the reasons for her team's prominence and for people taking the plunge to join her are because of her candor, affection, and the consideration she has for her team members and clients.
The insurance industry is one of the most dynamic and complex industries in Singapore, but Jacqueline has made her agency flourish by staying agile and flexible, and she has kept up with all the changes by staying abreast of emerging technologies and trends.
Jacqueline's commitment is that she will always be unselfish with her own time and her own energy in order to support her team members. This is based on her belief in helping them discover financial success by trusting them and motivating them to do their best.
If Jacqueline’s nurturing way resonates with you, come and learn more about how you can be part of her team.
“I have known Jacqueline for a long time. She has always been a warm and caring friend. I have joined her agency in 2008, I have been with her agency for 13 years. I enjoyed working with her. She really cares for her advisors' well-being. She always reminded me to have Work-Life Balance. She always reminded me not to be too engrossed with my work and neglect my family. I find it weird as many other managers I had worked with will drive me to bring in more sales. I am impressed with her approach, as she doesn't wish to see her advisor being successful in work but chaos at home. I have learned how she managed to balance her work and life. She is indeed a good model for me as we both had 2 children. As a leader, she will go all way out to help us. When we run a seminar, she will ensure everything is taken care of. From finding speakers to logistics, she will help to oversee. She even appears during the seminar to show her support and to ensure things run smoothly. My business has grown so much under her leadership. I am blessed to be in her agency. I know that she will be my back when I fall. She is a sincere and trustworthy leader.”
Klaire Ong (AFP)“I met Jacqueline 7yrs ago, from her client to her referral, and today, she is my mentor. Without her guidance and encouragement, I was unable to reach this milestone. I’m so lucky to be in the right team, a team with patience, understanding, a helpful supervisor, and all the members are super helpful and always sharing selflessly. It meant a lot to me, especially from a career switch. Jacqueline guide me well in my career and also sharing her life experience with me. Thanks, Jacqueline for the guidance, and hope to grow and glow together with the team. ”
Sim Hui Qi“I joined Jacqueline and her team in April 2019, after spending 7.5 years with another insurer. It was truly an eye-opener for me, definitely an overwhelming and information-overloaded beginning in FAPL. Fortunately for me, Jacqueline and my colleagues were there to help and guide me along the way, so I managed to learn and get a hang of things quite smoothly. I am really thankful to be able to be in this great team. Jacqueline has been a kind and patient director, providing me with the support that I need whenever I ask, even late at night. She also tries her best to help everyone in the team so that we all progress as a team. I am amazed at how great a multitasker she is, managing her team, doing sales, and being a mother of two schooling kids. She is truly a Wonder Woman! ”
Chloe Sim (CFP)Trusted by 120k+ Clients in Singapore
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.
clients and growing
financial adviser representatives
years in business
assets under advice
An in-depth insurance portfolio review with Koh Nya See Jacqueline could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.