Exclusive Seminar

The Unfair Advantage:

How Financial Alliance's Investment Team Powered a $100M AUA Adviser

“A fireside chat on how advisers scale faster with the right company and investment team behind them.”

Reserve My Seat Now

Date: 26 February 2026 (Thursday)

Time: 7:00 PM – 8:30 PM
(Light refreshment will be served from 6:00pm)

Venue: Financial Alliance, Level 12, Gateway West

Proven Growth Model

From $25M to $100M:

In the advisory world, your ceiling is often determined by your infrastructure. Scaling manually is a recipe for burnout.

Wilfred joined Financial Alliance in Dec 2020 with $25.6 million AUA.

By leveraging our institutional-grade investment team and systematic wealth management processes, he scaled his practice to over $95 million AUA in just 5 years.

AUA GROWTH
0 x
TIMEFRAME
0 Years
CLAIM MY UNFAIR ADVANTAGE
Growth Trajectory

Trajectory Analysis

Growth in AUA (Assets Under Advisory)
+272%
$25.6M
$34.6M
$32.8M
$43.9M
$62.5M
$95.4M
2020
2021
2022
2023
2024
2025
2020
$25.6M
2025
$95.4M

Tailored Strategies for Your Career Stage

🔄

Mid-career Switchers

Seek a scalable business model. Transition faster by leveraging a platform that values advice over transactions.

Primary Focus

Flexible time, business ownership & long-term sustainability.

🔃

Tied-agents

Break the commission cycle. Pivot from product-driven sales to a recurring, fee-based advisory business.

Primary Focus

Holistic client service & professional autonomy.

📈

FARs

Smash the AUA ceiling. Stop relying on individual effort and start using a repeatable, institutional system.

Primary Focus

High-growth strategies & investment support.
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Meet the Speakers

Wilfred Ling

Wealth Advisory Director

Top Financial Consultant & Industry Thought Leader

“Wilfred is proof that you don’t need to be a slave to your business. A master of the “Lifestyle Business,” he has engineered a system that delivers top-tier results for clients while allowing him total location independence.”

Victor Wong

Director, Wealth Management
(Investment Advisory)

“Victor provides the infrastructure for growth. As Director of Wealth Management, he ensures that consultants, whether new to the industry or veterans – have the institutional-grade tools needed to compete with Private Banks.”
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“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

A dedicated team to manage portfolios while you manage clients.

Recurring Revenue

Build a business that grows in value every single year.

True Advisory

Move away from “Product Push” to a “Client First” mentality.

Take the Next Step

Register Now

The vehicle you choose determines how fast you get there. Don’t spend another year in a career that doesn’t compound. Come see the AUA model in action.

🗓️

26 February 2026 (Thursday)

🕖

7.00pm - 8.30pm
(Light refreshment will be served from 6pm)

📍

Financial Alliance, Level 12, Gateway West

Secure your seat for this exclusive fireside chat.
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