20 Years of Clarity
& Trust in Financial Advisory

Empowering individuals, families, and businesses to plan with confidence, protect what matters, and build the future they envision.

Our Strength

No. of consultants and staff
> 0
No. of lives impacted
> 0

2 Billion+

Assets under management

Partners
0 +

Awards & Recognition

Walking With You, Every Step of the Way

Behind every number is a story of dreams to chase, responsibilities to honour, and futures to build. At finexis, we listen with care, guide with clarity, and walk beside you to turn aspirations into milestones and financial well-being into a life well-lived.

Our Story

The Support
& Solutions
You Deserve

Confidantes for Life

More than consultants. We’re your confidantes for life. Whatever stage you’re in, our advisers listen deeply, anticipate the what‑ifs, and stay by your side as your needs evolve.

A World of Financial Possibilities

Your dreams should never be bound by limits. Backed by an extensive trusted network and comprehensive solutions, we help expand what’s possible.

Smart Digital Tools

Manage your finances the way you live seamlessly and on your terms. Our intuitive tools make planning less about complexity and more about clarity.

A Community for Growth

You’re not alone on this journey. Our vibrant community, through workshops, seminars, and shared experiences, helps you grow, personally and financially.

Hear From Those Who Walk With Us

Clarence is attentive and advises me on all my financial inquiries. He regularly updates me on policy changes each year. I am thankful for his efforts for my family and me. May he excel in his career and impact more lives.
Yong Kiat, Technician
I like how Eunice listens to me and respects my boundaries while guiding me through the capabilities of the Merlin app. I would definitely recommend her to my friends, as she keeps an open mind and really listens to me, which I find to be very rare.
Vicente, Consultant
Kenneth answers all my questions regarding insurance and financial goals. He helps me set objectives to achieve my goals without compromising my current lifestyle.
Liang Sia, Engineer
Ben is an attentive listener who understands our current, short-term, and long-term financial needs. He skillfully recommends solutions that align with our objectives and helps us navigate the technical details of various options. His insights empowers us to make well-informed financial decisions.
Haiquan, Accountant
I met Cheryl through a close friend from school. She is friendly and knowledgeable. She took the time to understand my financial goals and is able to articulate her ideas and advice clearly. Cheryl is always available to answer my questions and provide guidance, which gives me confidence in my financial decisions. I would recommend her to anyone looking to improve their financial planning.
Dennis Ng, Executive
Before connecting with Kai Ling, I expected discussions on investment products, but the session focused on cash flow allocation and the impact of inflation. Learning strategies to reduce expenses and increase savings is vital for my family's financial stability. The clarity and confidence I gained in financial planning are invaluable, and I believe my friends and family would also benefit greatly.
Edwin Sisante, Accountant
Initially, I thought Arielle was going to sell me insurance products for commission, which often makes people wary of agents. Instead, I found the financial audit to be clear and helpful. I also liked that she partners with 19 companies, providing a variety of options to cater to individual needs.
Yu Hao, Accountant
I am grateful to be introduced to Sandy. Her professionalism and dedication have made navigating insurance and retirement planning easy, dispelling my skepticism from past experiences with hard-selling agents. Sandy's personalized approach, clear explanations, and prompt responses have instilled confidence in her recommendations. Working with her has been a refreshing change, and I wholeheartedly recommend her to anyone seeking a trustworthy financial consultant.
Shyam Upadhya, Manager
Ryan is easy to talk to. Before our meeting, I expected Ryan to sell me products, but instead, he took the time to understand my situation. Now, I am confident about the suitability of his recommendations for me. The session was different; the process and the Merlin app were detailed and accurate in helping me plan my finances. I believe others will also benefit.
Gladys, Engineer
Sherry has simplified my financial planning, allowing me to focus on other areas of my life. She responds promptly and provides regular updates every few months. As a pro-active and detail-oriented consultant, I wholeheartedly recommend her to friends and family.
Valerie Voong, Manager

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Find a Financial Consultant You Can Trust

Choosing a financial consultant isn’t just about finding someone who can sell you a policy; it’s about finding someone who understands your goals and plans with you for the long term.

With so many options out there, it can be hard to know where to start. That’s why we’ve created a short, easy-to-read guide to help you make informed choices with confidence.

In this guide, you’ll learn how to:

  • Take control of your search and selection process

  • Avoid common mistakes and sales-driven advice

  • Identify credible, high-quality consultants

  • Build a relationship that grows with your financial goals

Because the right guidance today can shape a stronger tomorrow.

Download Guide Here

Ready for clarity that lasts?
Let’s turn your financial goals into the future you’re building.

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    Get your free guide and learn how to choose a financial consultant you can truly trust.