Getting started: FTP

Establish Your Business

Start writing your next chapter. Fill out the following short, nonbinding profile form to begin our review process. Completing it now will allow for a smoother transition process should you decide to join finexis. A dedicated transition consultant will follow up with you within five days of your submission.

Establish Your Business

Getting started: FTP

Get Started with Finexis: FTP Guide

Dive into your financial journey with Finexis using our Getting Started: FTP guide. Discover comprehensive insights and step-by-step guidance to navigate the intricacies of financial planning, ensuring a smooth and informed beginning to your wealth-building endeavors.

Launching Your Financial Future: FTP Essentials

Explore the key steps to kickstart your financial journey with Finexis through our Getting Started: FTP guide. Uncover essential insights and practical advice designed to empower you on the path to financial success.

Embark on Financial Empowerment: The Finexis FTP Guide

Unlock the essentials of financial planning with our FTP guide, designed to streamline your journey toward wealth creation. Dive into personalized strategies and expert insights, ensuring a confident start to your financial goals with Singapore’s premier homegrown financial advisory firm.

Stage 1: Heartfelt Beginnings

Start your financial journey with heart. In this stage, discover personalized guidance and foundational strategies that set the tone for a purpose-driven path to wealth creation.

Stage 2: Medal-Worthy Milestones

Achieve financial milestones worthy of recognition. This stage focuses on acknowledging and celebrating your accomplishments, providing a sense of achievement and motivation for the journey ahead.

Stage 3: Flagship Financial Navigation

Navigate the seas of financial opportunities with confidence. This stage emphasizes strategic financial planning and navigation, symbolized by the flag, ensuring a clear direction for sustained success.

Stage 4: Capstone Achievement

Reach the pinnacle of your financial goals. The final stage, represented by the graduation cap, signifies the attainment of significant milestones and the culmination of a successful financial journey with Finexis.

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Competitive Pay Structure

At finexis, we focus on ways we can help improve advisors, programs, or team profitability. Our production grid was designed to allow you to retain more of the revenue you generate through competitive payouts and bonuses, while managing your expenses with reasonable costs and charges.

Career Track

There are more ways to pursue the success you envision than ever before.However you define success, finexis offers a business model that provides flexibility and the ability to customize the practice, program, or team that you want to build.

Transition Support

Our goal for every advisor, program, or team transitioning to finexis to provide value from the minute they start working with us. You can rely on our experience to help you create a seamless and cost-effective transition plan for your practice.