Alvin Soong B.Eng, MSc (Applied Finance)'s Linkedin Analytics

I've had the privilege to build my own million dollar advisory practice and also mentor others to do the same. If you are an aspiring entrepreneurial individual and you're looking for a rewarding career in financial services, connect with me and I'll send you my latest book on 'Building a Million Dollar Practice'. I know it will help kickstart your journey. With nearly up to 20 years in the wealth management industry, I have helped individuals overcome challenges in their business and their personal (family) wealth. I have also encountered couples with marital challenges, predominantly more so in today’s Covid environment, and have helped them with making informed financial decisions. With our experienced advisory board and vast experience, we are able to consult with businesses and individuals to overcome challenges they may face. We see ourselves as serving as a resource to guide and support our legal partners for the long-term. Some of the issues we had summarised and encountered over this period: 1. Review of Investment & Insurance Portfolio 2. Concerns on businesses shares valuation of business and exit strategies, and the family disputes involved in businesses 3. Managing property and financial assets between couples 4. Dependent (eg. Children) Financial Issues We have also legal professions who approached us over this period: 1. Simple and Easy Review of their existing financial Portfolio 2. Targeted Approach on their Holistic Financial Planning in the most time efficient manner 3. Assistance in looking at Client’s Finances Our Specialties include: -Complete Financial Planning -Investment Portfolio Management & Retirement Planning -Education Fee Structuring for your dependents -Comparison of Home Loans Mortgages and Refinancing -Consultation to Businesses and family offices - Legacy & Estate planning (referral service), Life & Medical Protection, I am an authorised Financial Adviser Representative from Polaris Advisory Group 3, an authorised group of Financial Adviser Reps from Professional Investment Advisory Services Pte Ltd. MAS RNF No.: SCH100070223. Disclaimer: The views and opinions expressed on this LinkedIn page are solely that of the author and do not reflect the opinion of Professional Investment Advisory Services Pte Ltd. The information contained in this LinkedIn page is for general information only and does not constitute the provision of financial advisory services. This advertisement has not been reviewed by the Monetary Authority of Singapore. Email: [email protected] LBFAlumni L.I.O.N. No IDK