As a wealth management coach, I'm passionate about helping people achieve the financial stability and freedom they deserve. After more than two decades in the finance industry, I left my Private Banking career to pursue a new opportunity as a Senior Financial Advisory Manager at Financial Alliance. I specialized in creating personalized insurance and investment strategies tailored to each clients' individual needs.
I take pride in being able to provide customers with tailored solutions that best fit their needs. (Refer to my clients testimonials on their experiences) My main aim is to make sure my clients are provided with the tools they need to achieve financial independence and success with confidence.
“"Lisa is a reliable and meticulous financial advisor. My investments and insurance are planned through her for many years. Her passion and knowledge of her work has shown me a deeper understanding of my future finances. I would recommend her to anyone as she has a genuine interest in achieving the best for her clients, is what makes a truly professional and trusted financial advisor."”
Isabella Tan“"I have known Lisa for almost 20 years as a friend cum ex-colleague. With her immense experience, she guided me through my financial plans and investments by giving me her valuable and in-depth advice. Through her sharing, I have a better understanding of the financial products, insurances and investments that I have been investing and interested in. I would highly recommend Lisa to be your trusted financial advisor for her dedicated services in providing sound advice."”
Sook Ching“"Lisa是位具有渊博的专业知识和丰富的理财经验的投资顾问。她的工作非常细致,有条理。不仅对我的实际需求和财务目标进行了详细的询问和评估分析,提出适合的理财方案,还定期和我交流最新市场信息,跟进调整投资,使我的投资组合超过了预期收益。Lisa平时也非常主动、热情地帮助我解决各种疑问和需求,不仅是位优秀的投资顾问,也是生活中的好朋友"”
陆婷婷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 Lisa Ling 林惠萍 could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.