Relationships
Making a Difference Through Financial Planning
Impacting
Lives Together
Win Financial Group is a team of Financial Consultants representing AIA Financial Advisers Pte. Ltd.
We come from various backgrounds and professions with a goal to make a difference in people’s lives through sound financial planning.
Together We
Make A Difference
In Win Financial Group, we believe professionalism is a continual growth process.
More than 80% of our Financial Consultants are Associate Financial Planners or Associate Financial Consultants. All of our consultants are well-equipped to conduct comprehensive, full financial needs assessment and planning for our clients.
Making a Difference Through Financial Planning
Putting You Ahead in Life
For Individuals
As you go through different life stages, your needs will evolve and we can plan solutions to protect you and your loved ones against the hazards of life.
It is important to plan ahead for your children’s education, your own retirement or future business start-up.
For Corporate
With Our Financial Consultants
Financial planning is a long term and important commitment. Hence our Financial Consultants are driven to create and customise the best wealth and risk management solutions for you.
Committed
Our Financial Consultants are committed to your satisfaction and serving your best interests with sound financial planning services.
Professionalism
We take our job as Financial Consultants seriously. We find satisfaction and motivation in our work in planning your financial goals.
Personalized
We don’t use a cookie cutter approach to financial planning. We consult your needs and wants first before coming up with a personalized financial plan that is to your best interests.
Professionalism
Personalized
Our Testimonials
What Our Clients Say
Not only is Nai Cheng approachable, but he consistently displays genuine concern for my financial future. He has been instrumental in guiding my financial planning by utilising the available investments offered by AIA. His expertise and unwavering dedication have provided me with valuable insights and a sense of peace of mind. Thanks to his assistance, I now feel confident and assured in my financial journey!
Muhammad Faiz Bin Zaini
Over the past six years, I’ve worked closely with Paul on my financial planning. He has provided invaluable advice on managing risks and growing my wealth. Paul is not only knowledgeable but also very approachable. He consistently takes my requests and needs into account when offering advice. I always enjoy our discussions and find them insightful. I’ve even recommended him to several friends, and I will continue to do so in the future.
Louis Kartason
Bao Hui stands out as a down-to-earth financial consultant. He attentively listened to my needs and recommended a suitable policy. Notably, his prompt assistance during my hospitalisation and with medical bill claims proved immensely valuable. His unwavering support during a challenging health period was truly appreciated and I am deeply grateful for his care!
Goh Mao Chuan
Junxiong’s professional services have been invaluable for both me and my new born son. He took the time to understand our needs and provided practical financial solutions. What sets him apart is his ability to explain complex jargon in simple terms, ensuring I fully understand my insurance and other plans. Junxiong’s dedication, commitment, and approachability make him a trustworthy Financial Consultant. With decades of passionate service in the industry, I feel confident knowing my finances are in good hands. I highly recommend Junxiong!
Tan Ke Jie
I’ve known Adriann for over a decade, since my army days. Throughout these years, he has consistently demonstrated patience, attentiveness, and honesty as a Financial Consultant. Adriann doesn’t simply push unwanted products; instead, he sincerely assesses my financial needs and protection. Keeping abreast of the financial world, he incorporates relevant information into his advice. Furthermore, he’s always available for insightful chats and readily recommends practical forums. I’m grateful to have him both as my financial consultant and as a friend!
Tan You Qiu
It has been 17 years since I first met Kevin in 2006 at ADF. I started out with a small policy since my income was limited. Throughout these years, we have maintained a lasting friendship while addressing the financial planning needs of my family and myself. I appreciate Kevin’s ability to comprehensively review my plans with patience and hard work. He never fails to address my concerns and recently assisted my mum and me with our accident and hospitalization claims. I look forward to many more good years with him.
Low Boon Chuan
I met Winnie more than 10 years ago through my boyfriend, Guoxian. Since then, she has been taking care of our financial planning needs, including my children’s. I also referred her to my sister, Macy, who now trusts Winnie as her Financial Consultant. Winnie goes the extra mile by organising engaging activities for her clients and providing personalised coaching. She is not just a Financial Consultant, but also a trusted friend. Not keeping her a secret anymore, I highly recommend Winnie!
Jean Chia
Charisma Liu is not just my friend, but also my trusted Financial Consultant. During our recent catch-up, I realised how valuable it is to have someone like her to review my policies. I worked with Charisma in the insurance industry from 2020 to 2022, and she has been a kind-hearted and trustworthy friend since then. I’m excited to continue my financial planning journey with her by my side.
Teo Wen Yun
Anson proved to be an exceptional financial advisor when I was seeking an affordable health protection plan as a student. Patiently addressing all my concerns, he recommended the perfect plan that fit within my budget. He meticulously explained every detail, even comparing various available plans along with their pros and cons. I am delighted to have Anson as my financial consultant!
Gwendolyn Seah
Shipra has been my friend for 9 years, offering unwavering support and guidance. When I faced health challenges and my daughter pursued her overseas education, Shipra used her expertise to help us manage our family health insurance and financial obligations. She provided thorough explanations, ensuring we made informed decisions and maximized benefits. Shipra’s availability and professionalism throughout the process were exceptional. I am grateful to have her as a friend and Financial Consultant. She is highly recommended!
Anu Bansal
I want to express my heartfelt gratitude to my dear friend and trusted Financial Consultant, Christopher. He has played a vital role in assisting me with my financial needs and estate planning. Recently, Christopher helped me set up my Will, Standby Trust, and Lasting Power of Attorney, providing me with peace of mind for the well-being of my loved ones. I cannot thank Christopher enough for his dedication and support. Thank you, Christopher, for everything you’ve done for me.
Gilbert Er
Lyndon was highly recommended by a friend when I was searching for an AIA Financial Consultant. I was impressed by his extensive knowledge and his non-pushy sales approach. He would only recommended policies that were necessary after a thorough financial analysis. Lyndon’s responsiveness is remarkable, even when he’s abroad. He goes beyond his professional duties to celebrate clients’ special moments. I’ve referred him to family and friends who are now satisfied clients, and I recommend him to anyone seeking a reliable financial consultant!
Li Yin
I highly recommend Francesco Lim. She is meticulous, providing tailored advice and exceeding expectations. During a difficult time when my son was hospitalised in ICU, she offered unwavering support and guidance. The plan (AIA Mum2Baby) she recommended for my wife’s pregnancy proved invaluable, helping us with hospital expenses. Francesco manages all our policies seamlessly and provides timely updates. She is always available when we need assistance, whether for personal advice or financial matters. I trust Francesco and would gladly refer my loved ones to her for their insurance and financial needs.
Denzil Kang
Roh Ting is not just my favourite financial consultant but also a dear friend. She goes above and beyond to ensure my family’s well-being, both financially and medically. She promptly updates me on regulatory changes and explains them in simple terms. Roh Ting’s care extends beyond transactions; she supports us during illnesses, provides medical contacts, and processes claims quickly. What amazes me is her personal touch—she remembers important events and stays updated on our lives. Roh Ting, you have a big heart! Thank you for being YOU!
Shu Xian
Leo is incredibly helpful and knowledgeable! His financial information session was a hassle-free experience, and he effortlessly guided me through my financial health review. Leo adeptly laid out the necessary steps to help me achieve my goals. His approach is both practical and results-oriented. Working with him has been a pleasure, and I wholeheartedly recommend his services to others seeking similar guidance.
Pin Hao
Our Partners
- AIA Singapore Pte Ltd
- AIG Asia Pacific Insurance Pte Ltd
- Allied World Assurance Company, Ltd
- Chubb Insurance Singapore Limited
- Cigna Europe Insurance Co S.A-NV., Singapore Branch
- Great American Insurance Company, Singapore Branch
- HL Assurance Pte Ltd
- Liberty Insurance Pte Ltd
- MSIG Insurance (Singapore) Pte Ltd
- QBE Insurance (Singapore) Pte Ltd
- Raffles Health Insurance Pte Ltd
- Sompo Insurance Singapore Pte Ltd
- United Overseas Insurance Limited
- iFast Financial Pte Ltd
- AIA Singapore Pte Ltd
- Singlife with Aviva