Fiona Yap

Fiona Yap Life protection, wealth accumulation, investment, loan refinancing and will writing, seminars and talks Financial and Estate Planning

19/01/2023

恭喜发财

20/12/2022
Happy 20th Anniversary and many more to come....
18/02/2022

Happy 20th Anniversary and many more to come....

The song "Guiding Star" is specially created to commemorate Financial Alliance's 20th Anniversary in 2022 as an Independent Financial Adviser. It encapsulate...

31/01/2022

Wishing you and your family abundant luck, wealth, and opportunities in the coming year! 🍊🍊

🧨 新年快乐, 虎年大吉 🐯

17/01/2022

The initial 12-month special coverage given by all seven IP insurers ended on Dec 31 last year. . Read more at straitstimes.com.

25/12/2021

May this Christmas bring you joy, love, happiness and peace! 🌲

04/11/2021

Best wishes and good health to all!

29/09/2021

Have you received a welcome letter relating to Careshield, but you do not know what it is about? Don't worry, we have you covered.

Join us at our free online session to understand the 101s of Careshield Life. By the end of the session, you will learn some valuable tips to make an informed decision on how to optimize your privileges in this government scheme. Also, wouldn't it be nice to receive a paycheck whether you are physically well or not? In this webinar, let us share with you some trade secrets to lead a carefree life!

The following will be shared:

• What is Careshield Life?
• How does it benefit me?
• What are the alternatives?

Topic: Careshield Life, Carefree Life
Date: 5 October 2021
Time: 8.00pm – 9.30pm
Speaker: Mr Damien Goh & Ms Winnie Chan
Registration: https://bit.ly/2XeV6qm




23/09/2021

I understand insurance is not a common topic among millennials because most of you guys have a feeling of INVINCIBILITY in you. You are generally healthy and likely not concerned about the RISK of an untimely death.

I can absolutely relate to it because I have been in that stage of invincibility and my advice is NOT TO neglect it while you are YOUNG.

Some of you guys do not consider that there is a need, and in fact, a long-term benefit and how life insurance can fit into your financial security plan.

Here are SIX REASONS to consider purchasing a policy, even if you’re not married:

✅You're not likely to be single forever: Buy a policy now, and you can just build on your existing coverage once you're married, instead of starting from scratch when you're older.
✅It’s CHEAPER to buy a policy when you’re young and healthy. Depending on the type of life insurance you buy, a policy can also be a forced savings vehicle.
✅If your parents (or other family member or friend) co-signed a student loan or a mortgage with you, they’ll be fully on the hook for the amount owed in the event of your passing. The last burden a grieving family member needs is a loan company hounding him or her for payments.
✅Life insurance can be a great way to leave a LEGACY to nieces, nephews or anyone else. That list also includes your favorite charity.
✅You could buy a single policy that would pay a lump sum to the organization or have the policy paid to a trust and CREATE an INCOME STREAM for as long as you desired.
✅Life insurance is at the foundation of the financial planning pyramid. Bad things happen. And when they do, life insurance is the ONLY product that provides the right solution for that moment in time. Your chances of dying are one out of one. It's just a matter of WHEN.

If you are a client reading this: Speak to a financial advisor today and read up to self-educate.

If you are a financial advisor reading this: please share this with clients who you believe needs to read this.

If you are a financial advisor looking to upgrade yourself to better value add your client, check out the book I’ve prepared for you here: https://bit.ly/3hTMdK6

31/08/2021

Clin Asst Prof Jeffrey Tuan, Senior Consultant and Head, Dept of Gastrointestinal, Hepato-Pancreato-Bilary and Urology, and Dr Li Youquan, Consultant, both from the Division of Radiation Oncology at National Cancer Centre Singapore (NCCS), share more.

24/08/2021

Most of us know the steps to physical fitness is eating right, exercising, getting enough sleep, and managing stress. But how does one become Financially F.I.T.?

F.I.T. is our acronym for 3 key areas in financial planning that you need to get right on your road to becoming Financially FIT.

F – Financial Management. We start with the big picture of goals and financial direction. Our planning tools, like a rapid test, help you discover quickly what your financial freedom number looks like for you. Add good financial habits, and you are on your way to building financial muscle!

I – Insurance Planning. On your journey to developing financial muscle, you need “cushions” to help reduce the blows from life’s unexpected events and give you and your family time to get back on your feet. Balancing need with budget is key.

T – Transfer of Wealth (& Wishes). The only certainty in life is death. When we leave this world, we do not just leave behind “things” but Wealth and Wishes. Planning your gifting makes the gift more meaningful to you and your loved ones.

So, are you Financially F.I.T.?

Join us for our webinar as we expand on each of the 3 F.I.T. areas and give you key take-away ideas to becoming financially healthy and F.I.T.!

Topic: Becoming Financially F.I.T.
Date: 31 August 2021
Time: 8pm - 9.30pm
https://bit.ly/3C7dnG3
Speakers: Gary Lim, Financial Advisory Director Financial Alliance Pte Ltd



Did you know?
12/08/2021

Did you know?

Under the Human Organ Transplant Act (HOTA), four organs, namely the kidneys, liver, heart and corneas, can be recovered in the event of death for transplantation.

Address

150 Beach Road #12-01/08 Gateway West
Singapore
189720

Website

Alerts

Be the first to know and let us send you an email when Fiona Yap posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Fiona Yap:

Share