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"Anyone Can Flourish In Their Finances As Long As They Put Their Heart To It."

– Gracia Woon

Certifications

FortisWills Affiliate
Modern Estate Planning (Module 1)
Modern Estate Planning (Module 3)

Hello, I'm Gracia Woon

Associate Director

MAS Representative No. WCH300157496

Whatsapp

"Anyone Can Flourish In Their Finances As Long As They Put Their Heart To It."

– Gracia Woon

With over a decade of experience in the financial services industry, Gracia is committed to providing holistic and comprehensive financial planning. She believes in transparency and directness with her clients, valuing honest conversations even when the topics are challenging. Gracia’s approach is rooted in the belief that anyone can achieve financial success with the right guidance and dedication.

Gracia’s meticulous attention to detail ensures that her clients’ financial plans are aligned with their timelines and risk appetites from the first meeting through to the end of their financial journey. She is recognised for her efficiency, consistency, and unwavering commitment to her clients’ success. Serving a diverse clientele, including lawyers, engineers, IT professionals, accountants, and doctors, Gracia is known not only for her financial expertise but also for her empathy and understanding of family dynamics and career challenges.

As a trusted financial consultant, Gracia paces her clients through life’s milestones, providing support and guidance every step of the way. Her dedication to her clients and the support she receives from her team continue to drive her passion for financial advisory.

Certifications

FortisWills Affiliate
Modern Estate Planning (Module 1)
Modern Estate Planning (Module 3)

Achievements

Court of the Table
2024

Million Dollar Round Table
2023

Million Dollar Round Table
2022

Million Dollar Round Table
2021

Million Dollar Round Table
2020

Testimonials

I met Gracia during the "Finding Your Desired Job in 21 Days" course at finexis, and since then, she has been an invaluable help to me. Gracia reviewed my existing policies, understood my financial needs, and carefully planned for my future goals. She's not just an consultant; she's become a true friend whom I trust for advice. I feel entirely at ease sharing my needs and wishes with her, and she always treats me with respect and reassurance, patiently explaining and promptly addressing my queries. Gracia's support extends beyond me; she even assisted my mum with empathy and promptness in her medical claims. I'm grateful for the care and concern she has shown to me and my family. I have recommended Gracia to my friends and family, and continue to recommend her as she's a wonderful person to have by your side for any financial advice and support.
Peh Jia Yu
Peh Jia YuSenior Process & Innovation Specialist
I was introduced to Gracia through my wife, and I can't express how much she has assisted me in setting up my life insurance, term insurance, and retirement investments. With just a few follow-up appointments, Gracia effortlessly helped me analyse my short, mid, and long-term goals. Working with her has been a productive and delightful experience. I strongly recommend Gracia to others, as she possesses extensive knowledge of multiple products and stays up-to-date with upcoming ones. Her ability to tailor plans to suit clients at every stage of their lives is truly remarkable. I'm grateful to have her as my financial consultant and friend!
Chen Yifan
Chen YifanSystem Architect/Consultant
I had the pleasure of meeting Gracia through a friend's referral, and she expertly assisted me with my insurance needs. Her professionalism, patience, and kindness made the entire experience a positive one. I wholeheartedly recommend her services as Gracia's sincerity and sense of responsibility shine through in every interaction, making her the perfect choice for anyone seeking financial advice.
Loh Yu Wee
Loh Yu WeeFilm Composer & Producer
I met Gracia in 2019 when my previous advisor at finexis retired and she took over my portfolio. Understanding topics like insurance and financial investments has always been a challenge for me, often due to the complex medical and legal jargon involved. This can make the details quite confusing for someone not immersed in the industry.

Gracia’s patience in explaining and re-explaining details, as well as her willingness to answer my questions, has made me feel much more at ease. Knowing that she is working with me, for my benefit, has significantly reduced my stress, making the entire experience easier to process and understand. I wholeheartedly recommend Gracia to others; she truly has a heart for listening and helping.
Charm Teo
Charm TeoFreelance Producer
I first got to know Gracia through a friend, and I’ve been impressed with her expertise during our annual reviews. Each time, she helps me gain a clearer understanding of my financial standing. What stands out most is how supportive and patient she is throughout the entire process. Gracia takes the time to listen to my concerns, offers tailored advice, and ensures my expectations are managed in a way that gives me confidence in improving my financial wellness. I would definitely recommend Gracia to anyone seeking a professional, thoughtful approach to managing their finances.
Tan Kai Shen
Tan Kai ShenSenior Consultant (Electrical)
I was introduced to Gracia by a friend many years back, and since then, I’ve regularly met with her to review my financial status, rebalance my investment portfolios, and discuss retirement planning. Each meeting has been clear, easy to understand, and engaging. I really appreciate how she makes our conversations feel like a two-way exchange, offering personalized advice that considers my unique situation. What stands out the most is how Gracia takes the time to check in with me throughout the process, ensuring I understand every step being taken to adjust my portfolio. Her thoroughness and attention to detail are second to none. I highly recommend Gracia to anyone looking for an insightful, professional approach to financial planning.
Alvin Fan
Alvin FanFacilities Maintenance Executive
I met Gracia through a friend's recommendation, and I'm so glad I did. From our very first meeting, the experience has been consistently positive and engaging. With Gracia's expert guidance, I was able to explore key aspects of financial planning, including investment opportunities, retirement strategies, and contingency planning.

Throughout our appointments, communication was always open and clear. Gracia's patience and understanding helped me feel at ease, allowing me to take my time and make informed decisions. I also appreciated her ability to recommend options that were perfectly aligned with my financial situation and risk appetite. Overall, it has been a fantastic experience. Keep up the excellent work!
AnhTechnology Risk Manager
I was introduced to Gracia through a family recommendation, as it was important for me to review my insurance coverage while I’m still young. Gracia provided excellent guidance with her expertise, helping me ensure that I was properly covered according to my needs and budget. She made the entire process seamless and comfortable, which was incredibly reassuring. I now feel more confident about my next steps in personal development and would absolutely recommend Gracia’s services to others.
Li MinInterior Designer
I was introduced to Gracia through her sister's referral, and I had a very positive experience. She is truly supportive and patient, and I greatly appreciate how she keeps our appointments brief and to the point. I also appreciated how she was able to anticipate my concerns and questions so clearly. I would not hesitate to recommend Gracia to others.
Wayne SandhuCommercial Manager
I initially got to know Gracia through my previous adviser. Our appointments primarily focused on retirement planning, which helped me create a more concrete plan for my future and my family’s needs. Gracia also provided valuable assistance with rebalancing my investment portfolio and legacy planning. She is insightful and patient, always ensuring that all my questions were addressed. Overall, I highly recommend Gracia for her expertise and attention to detail in helping me work toward my retirement goals.
A.T.Principal Engineer
I met Gracia through my previous financial advisor and was impressed by her insights into retirement and legacy planning. She took the time to review my portfolio, helping me better understand my current financial status. The appointment was reflective and engaging, and it was clear that she truly understood my concerns. I would definitely recommend meeting with her to learn more about developing financial wellness.
Chee KianAssistant Principal Engineer
I had the pleasure of working with Gracia after she took over my portfolio following the departure of my previous adviser. From the outset, Gracia demonstrated empathy, support, and patience, while providing clear and insightful guidance that made complex financial concepts easy to understand. She helped me identify potential pitfalls, rebalanced my investment portfolio, and guided me through retirement and legacy planning with confidence. I particularly appreciated the use of financial visualization tools like Merlin, which provided a much clearer picture of my financial status and how to achieve my long-term goals. The solutions Gracia proposed were tailored to my needs and budget, and the communication throughout the entire process was seamless, ensuring I was always informed and comfortable with every decision. My experience working with Gracia has far exceeded my expectations. I would highly recommend her to anyone seeking a comprehensive and personalized approach to financial planning. Thank you again, Gracia, for your exceptional support!
PingData Analyst
Gracia is highly insightful and helped me gain a better understanding of my current financial status. She also assisted in identifying financial gaps and shared strategies I can apply moving forward. I appreciated the follow-up after each meeting and would highly recommend Gracia's advisory services to others.
Kee LiangManager
I was referred to Gracia, and she helped me better understand my current financial status while providing suitable solutions. She makes our discussions clear and easy to understand, which makes the entire process straightforward. I would not hesitate to recommend Gracia's services to others.
Ting HanFinance Executive
I was introduced to Gracia when my account was transferred to her. She proactively reached out and made arrangements to help me gain a better understanding of my portfolio. During our appointments, she helped rebalance my investment portfolio and provided options and solutions tailored to my needs. She was supportive, patient, and engaging, making our conversations both reassuring and confidence-building. I appreciate her direct approach and would highly recommend her services.
Kaz Jumari
Kaz Jumari Teaching Assistant
I met Gracia through a recommendation and had a pleasant experience! Gracia helped me identify potential issues and provided practical tips to better understand my finances. The goal was to get a clear picture of my current situation, and the sessions were straightforward, easy to follow, and felt really personal. Gracia also used visual aids, which made everything much clearer. Working with Gracia as my financial consultant has exceeded my expectations, and I would definitely recommend her to others!
WanxuanVP

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