Isn't the financial industry just about insurance?
Do you share the same misconception with most people - that the local financial advisory scene is all about insurance? It used to be so - where the insurance agents, bankers, securities brokers were all governed under their respective acts. This meant each group of professionals had their own regulations and licensing requirements that authorised them to sell only a particular category of products.

This was so until the Monetary Authority of Singapore (MAS) introduced the Financial Advisers Act (FA Act) in 2001, having one Act to house all the various professionals together, to cater to the increasing demand for financial planning beyond insurance.

This Act brought about the new breed of professionals called the financial consultants (that's us!). Financial consultants do not represent a single service provider such as fund managers or insurance companies. These new entrants offer comprehensive financial advisory services and distribute a wide array of financial products and services. This naturally translates to ease of convenience for clients as they no longer need to switch from agent to banker to address their different needs.

Let's fast-forward to TODAY.
So what is the financial scene like today? On the supply side, financial consultants offer a holistic approach to financial advisory. Financial consultants now cater to the end-clients who need and want more than just insurance coverage. This includes investment, insurance, estate, retirement, asset allocation, loan restructuring and tax advisory.

finexis advisory is the answer to the trend of end-clients demanding more specialised services. finexis consultants provides broad-based planning, with a wider range of product options and offerings. Today, we are one of the few independently-owned, leading financial advisory firms that truly offer comprehensive financial planning.

The financial advisory industry, termed by many as the ˜sunrise' industry, witnessed the entry of many insurance agents, bankers, investment brokers over the past few years. In fact, in the United States, financial advisory is ranked as the top paying industries. In Singapore, financial advisory is one of the top 3 paying industries. So if you have interest in our industry, this is the right time for you!

But to succeed in this flourishing industry, it's not just about the products and services you have to offer. You will need a solid training system and a platform that is designed entirely to support your business so that end-clients will recognise YOU as a financial consultant who does much more than just sell, and will want YOU to help them with their lifelong goals.

Is this the right One for you?
We understand it isn't easy, when it comes to a career choice. Let us help you with the assessment for yourself through the checklist and determine if we are the right one for you.

At a Glance
Take a look at the boxes below and tick those that strike a chord in your heart when it comes to selection of a career partner. We are not searching for the perfect textbook answers; the focus is on assessing if we are of the right fit for each other.

As you move down the list, you will realise that the boxes that you select are those that are of importance to you. It is of mutual agreement then, that

• You were already actively looking for alternatives for your potential new career when you visited (deliberate or not) our website?
• You are not satisfied with your current situation and are exploring alternatives to make it better. If the right opportunity comes along, you will be willing to change yourself to take up the new challenge?

And importantly, you will be most keen to explore an option that provides you with the following:

Did you tick more than 3 of the above boxes? Do you want to know more about what is the HUGE opportunity available?

The Right Fit

Only if we are of the right fit for each other, then would we invite you to explore with our group of full-time, licensed financial consultants in providing top notch financial services to our clients.

In finexis, we have identified an attractive model of compensation that ensures our financial consultants are the best paid in the industry. Together with the managers and directors combined, we have more than 50 years of experience in building systems of success for our people. In our short history, we have groomed on average 30 Million Dollar Round Table^® (MDRT^®) qualifiers per year and accumulated numerous awards to our humble honours roll.

With a diversified composition of individuals in the firm, the experience on board is colourful and enriching. From fresh graduates to mid-career switches to industry experts who have more than 10 years of experience, finexis has a wide menu of systems and results that lend confidence to the people who join us.

See how a regular army officer transformed into a successful finexis consultant.

Francis Peh
32 yrs old
Bachelors in Banking and Finance (First Class Honours)
Joined in 2004
1-time COT^® Qualifier, 4-time TOT^® Qualifier

After graduating from his Bachelor's degree course, he continued serving in the army as an army officer. However, he gave up his promotion to a captain because he wanted to strike out on his own to be his own boss.

With the help of the systematic training from finexis and the guidance from the finexis management team, he had a good head start to his career, and is now the top financial consultant in finexis and Singapore.

Do you wonder if there is really any system or platform possible that can really be so effective?

Contrary to popular belief, we believe the market is full of opportunities. That's because we don't just sell a job, we sell business opportunities to entrepreneurs and the industry is continually refreshing itself as people are exploring greener pastures, different platforms or leaving their jobs.

We're providing you with an opportunity to join the burgeoning financial advisory business by being associated with one of the few key players in the industry.

Remember we mentioned our mid-career switchers who joined us from other industries or insurance firms and their success stories? Here is one example:

Jeffrey Yeo achieved his first ever Million Dollar Round Table^® (MDRT^®) accreditation within his first year of joining finexis - a feat he did not reach after six largely mediocre years with his previous company. He pays tribute to finexis' training and support for his meteoric success.