THE NEXT LEVEL OF GROWTH:
TRUE OWNERSHIP
You have mastered your current role.
But what are you actually building for yourself?
Are you a high-performing professional or service member exploring your next great chapter? Join us for an exclusive evening with three highly successful individuals who pivoted from distinguished careers into the wealth advisory industry.
Date: 24 March 2026 (Tuesday)
Time: 7:00 PM – 9:00 PM
(Light refreshment will be served from 6:00pm)
Who this session is designed for?
This is not an entry-level career talk.
It is curated for:
– Senior managers and directors
– Mid-career professionals seeking income ownership
– Experienced financial advisers evaluating platform alignment
– Individuals assessing long-term wealth creation beyond salary
Featured Speakers
Hear directly from three top-performing professionals who stood exactly where you are today.
They experienced the same doubts, weighed the same risks, and ultimately took the leap of faith to build their own independent wealth management practices.
Liao Minghao
Financial Advisory Manager
Former Air Force Officer
Lily Fung
Senior Financial Advisory Manager
Former VP Finance
Zoe Hu
Financial Advisory Manager
Former IT Professional
Each joined Financial Alliance between 2022–2025 as mid-career entrants.
Each now ranks among the Top 10 in the 2025 Mid-Career Category.
Different disciplines.
Different corporate trajectories.
A shared decision to build ownership instead of tenure.
What to Expect?
If you are going to consider a leap of faith, you need facts.
This evening is dedicated to honest conversations about the transition to self-employment, the realities of the first 24 months, and the structural support Financial Alliance provides.
Time | Segment | Focus |
|---|---|---|
6.00 pm | Registration & Refreshments | Arrive early to settle in and grab a bite. |
7:00 PM | Welcome & Opening | Defining “income ownership” and setting the stage for career reinvention. |
7:10 PM | The Catalyst: Real Stories | Our speakers share their past leadership roles, the defining moments that triggered their career transition, how they weighed the risks vs. long-term rewards, and the unfiltered reality of their first 24 months. |
7.55 pm | Fireside Chat: The Blueprint for Ownership | A deep dive into the Financial Alliance model. We will discuss on how to build both active and recurring income, and bust common myths about self-employment for senior professionals. |
8.30 pm | Networking & Candid Conversations | An opportunity for confidential, open conversations with the speakers and FA leadership in a relaxed environment. |
“This isn't just a sharing of one adviser’s success. It is a real-world demonstration of how advisers at different stages can succeed when supported by the right company, system, and investment team.”
Institutional Support
Recurring Revenue
True Advisory
Take the Next Step
Register Now
Driven by Progress, Powered by People.
You already have the drive. We have the platform, the ecosystem, and the support to help you channel it into something you own.
🗓️
24 March 2026 (Tuesday)
🕖
7.00pm - 9.00pm
(Light refreshment will be served from 6pm)
This is a closed-door session with limited seating.
If you have received this invitation, it is intentional.