"Do The Best For Your Clients, And The Rest Will Follow."

– Fiona Chew

Certifications

Certified Financial Planner (CFP®)​
Diploma in Life Insurance (Singapore College of Insurance)

Hello, I'm Fiona Chew

Associate Director

MAS Representative No. CFX100064048

"Do The Best For Your Clients, And The Rest Will Follow."​

- Fiona Chew

With over 20 years of experience as a Certified Financial Planner with an engineering background, I employ a systematic approach to guide clients from their current financial standing to achieving their goals. At finexis advisory, I leverage a vast network of over 19 life insurers, 75+ fund houses, and access to all major banks in Singapore through our mortgage partners, enabling me to tailor bespoke financial solutions for each client.

I specialise in working with professionals and business owners achieve time and financial freedom. My ability to assess a client’s overall situation before focusing on key priorities has enabled me to successfully retire over 30 clients and keep another 50 on track in their pre-retirement phase.

My clients, mainly aged 30 to 70—both singles and married couples—benefit from robust financial plans that provide security amid life’s uncertainties. In challenging times, such as critical illnesses or sudden losses, the plans I’ve implemented for my clients have provided payouts ranging from several hundred thousand to over a million, allowing families to maintain financial security and focus on recovery.

Through strategic planning, many of my clients have funded their children’s education, established passive income streams, retired comfortably on their terms, and created legacy estates for future generations, all while optimising their tax efficiency.

Certifications

Certified Financial Planner (CFP®)​​
Diploma in Life Insurance (Singapore College of Insurance)​

Achievements

Testimonials

Get to Know Fiona

Get in touch with me

Let’s have a conversation about your future, life aspirations, and financial well-being.