Win Financial Group started out with humble beginnings and has grown over almost 2 decades to be a leading financial service advisory firm. Celebrate our milestones with us!


  • SP-Win was founded


  • Start of Winning Formula Pre-Contract Training Programme for Potential Advisors


  • Introduction of Journal Team
  • Introduction of Activity Management through the 20-Point Card
  • Agency promoted to District


  • Birth of Vision Statement
  • Introduction of Sales Builder Study Group


  • Introduction of Star Club Recognition for Million Dollar Club Achievers and above


  • First Star Club Dinner at Caribbean @ Keppel Bay
  • Introduction of Project Interdependence
  • Launch of Client Newsletter, The Winning Edge


  • SP-Win rebranded as Win Advisors
  • Launch of Win Advisors’ Logo, Letterhead and Season’s Greetings Card
  • Launch of Win Advisors’ Website
  • SP-Win assumes new Corporate Identity – Win Advisors Group


  • Introduction of “Cash Flow Game” into Winning Formula
  • Win Advisors’ first Charity Outreach “Care & Share” Day


  • Launch of Credit System to ease collections from FSCss


  • Launch of Win Advisors’ Handbook – Advisor Success


  • Launch of Eagles Lead Generation Activities
  • Launch of New Advisors’ Orientation Program
  • Launch of Win Advisors Facebook Fan Page
  • Start of Annual Family First! Movie Event


  • Launch of structured 8-Week MAP Training for all new Consultants
  • Launch of Varsity Entrepreneur Internship (VEIN) Programme


  • Conversion of 20-point System from Manual to Online
  • Launch of Win Advisors YouTube Channel
  • Usage of shared storage to facilitate file sharing amongst Team Members


  • Adoption of shared calendar as platform for FSCs’ activities coaching
  • Launch of Win Advisors Twitter and Instagram social media accounts


  • Launch of Win Advisors LinkedIn social media page
  • Introduction of Corporate Solutions Into Eagles
  • Establishment of the first Win Advisors Bursary under the NUS Business School


  • Official Medal Sponsor of Bizad Charity Run 2016
  • Established Win Advisors Scholarship in NUS Business School
  • Start of Mega Growth Agency Collaboration amongst Leaders


  • Start of Win Advisors Roadshow Series
  • Implementation of CRM System
  • Introduction of Case Competition under VEIN Programme
  • Start of Producers League Program for Aspiring Convention Qualifiers


  • Start of Dream Projects
  • Started In-house Roadshow Champion Course


  • Establishment of the second Win Advisors Bursary under NUS Faculty of Arts and Social Sciences
  • Launch WE by Win Advisors, Identity Office of Win Advisors
  • Win Advisors renamed as Win Financial Group

AIA Alexandra, 371 Alexandra Road
Singapore 159963
Tel : +65 63738787

1 Tampines North Drive 1, T-Space
Singapore 528559
Tel: +65 68038688

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Information is correct as at 15 01 2021. (CC-MH-014-2021)