CGWA Logo
Download App
CGWA Logo

Aly He

Aly

He

Senior Wealth Adviser
Aly believes that everyone deserves access to quality financial advice and the ability to make informed decisions about their finances. She is dedicated to help families build a future they can look forward to, without putting their life on hold today. Since 2015, Aly has worked with busy professionals and families who juggle demanding careers with long-term financial goals. She works closely with mass affluent professionals and business owners earning between SGD $120,000 and $500,000 a year. Most of her clients want the same thing: to grow their wealth steadily, take care of their families, and still enjoy life along the way.
Aly-He

Professional Focus

Aly’s work centers on three areas: retirement planning, insurance advice, and investment advisory. Along the way, she has been recognised globally as a Million Dollar Round Table (MDRT) qualifier.

How She Helps Her Clients

  • She helps clients build passive income streams for a comfortable retirement.
  • She helps families invest for the future without giving up the things they enjoy now.
  • For clients who feel they’re overpaying for insurance, she restructures their coverage so they pay less while getting more protection.

A Few Moments She's Proud Of

  1. Helping clients who lost money in past investments get back on track and see growth again.
  2. Helping a retiree in his 60s who once thought he could never retire. With the right investments in place, he now earns passive income of his own – and whether to retire or keep working is entirely his choice.
  3. Helped a client go from having no savings to building his first investment fund – and today, he’s on track to retire in 3 years.
  4. Helped a client double his investments in 10 years.

Outside of work, Aly enjoys spin and resistance training, and spending time with her two daughters.

At Crownstreams, her goal is simple: to walk alongside her clients as they build, protect, and grow what matters most to them.