About finexis advisory
finexis advisory is a MAS-licensed financial advisory firm. Our
focus is in the area of providing the best-of-class services and support
platform to serious financial consultants. The guiding principle of our
company, towards our consultants, is for us to develop and augment
their lifelong practice through us.
At finexis, we put the right consultants at the centre of everything
we do. The whole firm, especially the top management shares this same
focus. We exist to ensure success to the right consultants, helping them
become truly distinctive.
We have the hunger, desire and passion to make this homegrown
financial advisory firm the largest in Singapore. Looking ahead into the
not-too-distant future, we aim to be the preferred financial advisory
firm in the region, a name that will make Singapore proud.
Product & Service Offerings
In finexis, our consultants believe in the value of long term
planning. Our aim is to make sure all the consultants’ end clients can
achieve their long-term goals without compromising their short-term and
More importantly, we understand the need to remain relevant as your
end-clients grow and progress. As such, at finexis, we ensure that our
consultants will always be provided with tools and services to add value
to your end clients regardless of the stage of life they are in.
Our Secret to Success
From a product-selling perspective, the financial planning landscape
in Singapore has moved to a more holistic, comprehensive approach.
Consumers have increased their expectations. They expect their financial
consultants to be trained professionally and go beyond just selling
At finexis we understand that clients are demanding more specialised
and tailor-made services. With our own unique Multiple Product Platform
Support and Multiple Partners’ Network, we have developed exceptional
capabilities particularly in the range, depth, and width of services
Insurance and Personal Risk Management
Unit Trusts Investments
Private Wealth Management Products
Home & Corporate Loans Consultancy
Estate and Tax Advisory