Professional Investment Advisory Services Pte Ltd

PIAS is one of the largest leading Financial Advisory in Singapore, It holds the license to nearly 30 insurance companies, and platforms to almost all the various investment fund houses and alternative products I am honored to be able to hold more than 100 seminars in the company to help participants or advisers. 

As one of the leaders in the Polaris Advisory team in PIAS, we have also a diversified experienced wealth management team to tailor various customized legacy protection and investment strategies for our client. We have also done many proven consistent trainings monthly to implement new ideas to help advisers and clients
 
Senior Financial Services Consultant 2009-2010
Senior Financial Services Manager 2011-2019
Financial Services Director 2020
 
Top Group in Annual Average Sales Per Adviser in 2013
Top Financial Services Manager award 2014
Top Financial Services Manager award 2014 Q3, Q4, 2015 Q1, Q2
2016 -PIAS awards: 1st in Investments (Team), Top 3 for Insurance (Team) and Manager
Platinum Award in PIAS: 2010- Present
Other personal Accolades: Court of the Table, MDRT lifetime member

Financial Services Director,  I help new entrants/ experienced advisers achieve goals & time freedom

NTUC Income

NTUC INCOME is a well-known insurance company based in Singapore. I had the experience and guidance from the first generation of a family of successful financial advisers in the company to see the success and pitfalls in the financial planning cycle.

As a young entrant in 2004-2006, my role is to digitize all the 40 years of client information and ease the process of 5000 clients based on as charged medical plans in the shortest one year period. I was in the Think-tank group for new products and Company poster boy in 2006-7. I was given the chance to coach new financial consultants, and Stream-line new sale procedures and processes, as well as Spearhead outdoor campaigns and roadshows for lead generation. In 2007-2008, I started to lead on the Worksite and Commercial Insurance Advisory for Companies, dealing with Employee Benefits. In the same year, I started financial blogging and internet marketing for leads generations in the new industry. This is a very new initiative in the industry back in 2008.

Senior Financial Consultant | New Initiative Ideas for Consultants

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: alvin.soong@proinvest.com.sg

LBFAlumni L.I.O.N. No IDK

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