About finexis advisory
finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways.
Through our diverse range of products and solutions that cover financial and investment planning, asset allocation, wealth and risk management, we enable our clients to meet their unique financial goals while remaining prepared for any unforeseen financial circumstances. We believe that financial planning is an integral part of ensuring a sound, stable future for anyone of any financial status.
Since our incorporation in 2005, finexis has grown to become the largest independently-owned financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 800 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.
Derek Chew Organisation
We focus on providing best-in-class services and support platforms to all our financial consultants. The guiding principle of our agency, towards our consultants, is for us to develop and augment their lifelong practice through us.
At Derek Chew Organisation, we put the right consultants at the centre of everything we do. We exist to ensure success to the right consultants, helping them become truly distinctive.
We have the hunger, desire and passion to make this home grown 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 consultant’s end clients can achieve their long-term goals without compromising their short-term and mid-term needs.
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 that are able to add value to your end-clients regardless of the stage of life they are in.
Our Secrets to Success
From a product-selling perspective, the financial planning landscape in Singapore has moved towards a more holistic and comprehensive approach. Consumers have increased their expectations. They expect their financial consultants to be trained professionals who go beyond just selling insurance policies.
At finexis, we understand that clients are demanding for 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 available.
Personal Risk Management Solutions
Wealth Accumulation Solutions
Private Wealth Management Solutions
Legacy Planning Solutions