Helping You
Live A More Impactful Life
Because life is really more than dollars and cents
Like you, we believe a ‘better life’ looks different for everyone. We also believe that your life is beyond just finances. Yet, for you to fulfil your life aspirations, the topic of money inevitably comes up.
To help you realise your dreams, we listen to what a better life means to you, customise solutions to reach your life goals, and partner you in your journey towards fulfilling your dreams.
Impacting your life beyond your finances is what drives us to do what we do everyday.
With finexis, you’re not just getting a consultant, you’re getting a confidante. You’re not just getting a professional who’s trained well beyond industry training requirements. You’re also getting a partner who listens and understands what’s important to you and think of all the what-ifs so you don’t have to.
A partnership only works when we are transparent with each other. We keep our questions and personalised guidance simple and jargon-free so you understand. In return, you're encouraged to be transparent so that we get accurate information to tailor-make the best solutions that meet your life goals.
With finexis, you’re benefiting from a platform that provides an extensive suite of products, offerings and services to meet your diverse needs. This is because we regularly collaborate with our strategic product partners to customise exclusive and best-in-class products that are relevant to your needs and goals.
As a client of finexis, you have Singapore’s leading homegrown financial advisory firm as your financial partner. We are not funded or backed by any particular insurance provider, private equity or listed company. We are under no pressure by any international insurer's or board of directors to enhance shareholder profits or stock prices at the expense of our clients.
We are therefore free to hold to the highest standard of care and act in the best interests of our clients at all times, and to relentlessly focus on constantly growing our people, to ensure that our consultants on our platform provide clients with unbiased advice that truly impact your wealth and beyond.
“My financial consultant left the firm and I don’t know who to look for.”
“The only time I see my consultant is when he wants to sell me more policies.”
Due to the lack of information, many people fall under the influence of sales people & incentives that may not be beneficial to them.
Selecting the right financial consultant is an important decision to make. Your financial consultant’s advice not only impacts how you live today, it also impacts you 10, 20 years later...or for life!
Through this short and simple guide, you'll learn how to: