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Hi, I am Minghao. As a mid-career entrant to the industry, I bring a different perspective to financial planning compared to single-career advisors. I have done my personal financial planning for 20 years and have achieved financial independence.
What does financial independence mean? To me, it means being able to work on what I like, with who I like and not have to worry about my financial commitments. Financial independence means freedom and with freedom comes opportunities. Therefore, I believe financial independence is a goal for most, if not all, people.
My purpose is to help individuals and families achieve financial independence through lifetime financial planning. Financial planning is an art to me, even though it deals with numbers as it varies depending on individual preferences and life situation. Holistic planning is key to address the contingencies of life and perhaps more importantly, to ensure that one can pursue their desired personal goals.
I am confident to identify opportunities and potential pitfalls in your financial situation and improve your long term financial well-being. Financial independence should not be a dream, but an achievable goal for everyone. I am committed to help you achieve it.
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.