Strategic Wealth Alliance—SWO

About

Strategic Wealth Alliance is formed by various group directors and has grown tremendously in just a year. Sam Wan is currently the Senior Group Director of “SWO” and intends to welcome more groups to join Strategic Wealth Alliance. Strategic Wealth Alliance allows the Representatives in the various groups to interact and learn with each other in a much bigger community.

Group members in Stragetic Wealth Alliance – SWO share a hunger for continuous upskilling as the route to developing an intellectual mind. Besides possessing strong industry knowledge, they are genuinely concerned about their clients and take responsibility for the advice they give. They also subscribe to the group’s signature programme which is their personal service charter—always serve with a ‘SMILE’:
S = Savings (always save for a rainy day)
M = Medical (get the right medical insurance)
I = Invest (for additional income streams and capital growth)
L = Legacy (create a lasting legacy for your loved ones)
E = Education (invest in your own or your children’s education with the right plan)
“Keep learning and aim high to become future leaders of the financial world.”


Meet the leader

Sam cites his own journey of hard knocks and triumphs to inspire his team to keep pushing themselves to upgrade and serve their clients wholeheartedly. Nothing pleases this multi award-winning veteran more than to groom the next generation of young individuals to become the Future Leaders in the Financial World with Strategic Wealth Alliance, a group of Representatives representing SG Alliance.

Contact Sam at Strategic Wealth Alliance - SWO today and reach your true potential in life in this career:

  • Achieve the lifestyle of your desire
  • Fully pay off your house and car loans
  • Plan for early retirement
  • Achieve financial freedom
  • Gain multiple streams of income
  • Grow your passive income source
  • Be rewarded with incentive holidays with family and loved ones
  • Enjoy ample employee benefits

Specialisation

Asset Management
CPF Investments
Estate Planning
General Insurance
Investment Portfolio Advisory
Life Insurance
Retirement Planning
Risk Management
Employee Benefits
Keyman Insurance
Risk Management
“Keep learning and aim high to become future leaders of the financial world.”


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