张学永(Rocky) 是一位资深的理财专家,也是新加坡立理财顾问公司 (IFA) Financial Alliance 的高级总监。作为个人业绩和团队业绩的双料冠军,他创立了洛奇财富团队 (RockWealth Group),一个屡获殊荣的顶尖理财团队。他的愿景是“让您财务更健康、人生更丰盛”,并致力于帮助客户建立正确的理财观和方法论,实现财富健康。他恪守“诚信、荣神益人”的价值观,带领洛奇财富团队为新加坡及大中华地区的高净值客户提供专业、中立、全面的理财规划服务,涵盖大额保单、保险规划、退休规划、基金投资、家族信托、传承规划等领域。
**洛奇财富团队使命:**
诚信热忱,专业专精,10年内打造新加坡最大理财专家团队,为5万家庭实现财务健康和自由!
Having > 150 financial and wealth accumulation solutions for your clients
We provide end-to-end digital tools to streamline your business
12 curated modules for comprehensive understand of the industry
Flexible revenue model with multiple income sources and 2 payouts per month
Dedicated back-office team to support your sales and advisory process
Financial Alliance is Singapore’s Most Progressive Financial Advisory Firm Since 2002
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