Your Growth, Our Priority

At our firm, your personal and professional growth is at the heart of everything we do. We are dedicated to helping you reach your full potential — whether it’s enhancing your expertise, expanding your network, or advancing into leadership positions. With continuous training, mentorship, and access to cutting-edge tools, we provide the resources and support you need to succeed.

Together, we will help you build a fulfilling career that not only propels you forward but also makes a lasting, positive impact on the lives of you and your clients.

Recognised Performance, Consistent Results

We are proud to be recognised in the MDRT Top 100 for 2024 and 2025. A reflection of our advisors’ consistency, client trust, and the environment we’ve built. With clear pathways, mentorship, and tools designed to help you grow, finexis provides the support you need to achieve MDRT, COT, and TOT standards.

What Our Consultants Do

At finexis, our financial consultants don’t just sell products; they build meaningful, lifelong partnerships with clients.

They help individuals and families make informed decisions across every stage of life, from protection and wealth accumulation to retirement and legacy planning.

Our consultants come from diverse backgrounds and specialisations, including those who focus on Shariah-compliant planning, ensuring clients receive guidance that aligns with their goals and values.

| Whatever your focus, being a finexis advisor means making an impact that goes far beyond finance.

The Scale of Our Success

First-time MDRT Qualifier

1.3x of FYC

Additional FYC >$19,000

MDRT Qualifier

1.6x of FYC

Additional FYC >$39,000

COT Qualifer

1.4x of FYC

Additional FYC >$88,000

TOT Qualifier

1.5x of FYC

Additional FYC >$200,000

Why Choose finexis?

We provide the end-to-end support you need to Build, Manage, and Grow your financial advisory practice.

Build Your Business

Transition Support: Experience a seamless onboarding process with dedicated resources to help you hit the ground running.

Competitive Pay Structure: A rewarding compensation framework that reflects your dedication and hard work.

Comprehensive Product Range: Access over 1,000 financial solutions through our network of 100+ strategic partners.

Recognition and Incentives: Celebrate your success with exclusive retreats and industry recognition and accolades, including Rookie Awards, Elite and MDRT.

Manage Your Business

Comprehensive Operational Support: Our dedicated support teams ensure you have everything you need to focus on delivering exceptional service to your clients.

Award-Winning Technology: Enhance your efficiency with our advanced digital tools, simplifying processes, automating tasks, and enhancing client engagement.

Stay Ahead of the Curve: At finexis, growth goes beyond technology. Our training programmes cover everything from advisory and investments to faith-based planning and leadership, equipping consultants with the skills and confidence to stay ahead.
Discover our training culture →

Investment Research and Resources: Gain an edge with market insights, research reports, and model portfolios, all backed by our dedicated investment team.

Grow Your Business

Advance Your Career Path: Take on mentoring roles, build your own team, or transition into leadership positions within the firm.

Client Events: Enhance your client relationships through exclusive client-focused events tailored to strengthen and grow your client base.

Recruitment Support: Enhance your recruitment strategy with our structured training and onboarding programs. 

Initiatives like our CEO dialogue give candidates direct access to our CEO, Warren Lim, providing valuable industry insights to inspire and engage your potential candidates.

Hear From Our Financial Consultants

I chose finexis because I like their culture and their platform. What attracted me to their culture is that the people are friendly and always open to sharing their knowledge about financial planning for clients, regardless of which team they’re from. As for the platform, it offers clients a lot of options, which I would personally love if I were a client planning my own finances. That’s why I decided to join them.
Alex Ho
Alex Ho Since 2015
When I initially joined as an assistant handling administrative tasks, just for fun, I realized how vibrant, youthful, and driven the culture is. So, in 2017, I decided to take a leap of faith.
Chua Hui Xin
Chua Hui XinSince 2017
I arranged a coffee meeting with someone from finexis and what impressed me was the honest approach. I was told upfront that I shouldn’t expect finexis to be a paradise because it isn’t. If I came in looking for the perfect environment, I would be disappointed. Because he was so honest with me, I felt that there must be something about the culture that encourages openness. I’m glad that I trusted my instinct because, from 2011 until today, I’ve experienced significant personal breakthroughs with finexis and with my mentors here
Ten Hui Yu
Ten Hui YuSince 2011
finexis has been a great partner. Over the last 15 years (and counting), they’ve empowered us to help our clients grow and protect their wealth, and I am deeply grateful to this partnership
Anton Chua
Anton ChuaSince 2009
I receive a lot of mentorship in this company. It doesn’t come only from my direct mentor but also from CEO and the Founder. So, I get to learn from many people because the environment here is right.”
Tan Siew Yin
Tan Siew YinSince 2010
This is the place where you meet many like-minded people who encourage one another. All of us plan for clients with passion and this is also where we genuinely learn and grow together.
Ivy Chan
Ivy ChanSince 2005
It doesn’t feel like we're just colleagues; it really feels like everyone knows each other. Whether you're at the top of the management board or a new financial consultant, more often than not, you'll have the chance to meet everyone from top to bottom.
Kenneth Ee
Kenneth EeSince 2017
Thank you finexis for giving me this opportunity to start on my first career here - and hopefully my last.
Daphne Khoo
Daphne KhooSince 2009

Awards & Recognition

Let's Connect Over Coffee!

Interested in learning more? Schedule a casual chat with us to explore your opportunities at finexis. 

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